We are live on ! Find out more
HD icon

Home Depot

3,290 hedge funds and large institutions have $212B invested in Home Depot in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 1,348 increasing their positions, 1,444 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 133

0.69% less ownership

Funds ownership: 71.7%71.01% (-0.69%)

7% less repeat investments, than reductions

Existing positions increased: 1,348 | Existing positions reduced: 1,444

1% less funds holding

Funds holding: 3,3333,290 (-43)

10% less capital invested

Capital invested by funds: $236B → $212B (-$23.7B)

17% less call options, than puts

Call options by funds: $3.81B | Put options by funds: $4.57B

35% less funds holding in top 10

Funds holding in top 10: 298193 (-105)

Holders
3,290
Holders Change
-43
Holders Change %
-1.29%
% of All Funds
52.42%
Holding in Top 10
193
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-35.23%
% of All Funds
3.08%
New
163
Increased
1,348
Reduced
1,444
Closed
133
Calls
$3.81B
Puts
$4.57B
Net Calls
-$761M
Net Calls Change
+$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1601
Palouse Capital Management
Washington
$1.87M -$719K -2,345 -27%
YIH
1602
Y-Intercept (HK)
Hong Kong
$1.87M +$607K +1,979 +45%
VWA
1603
Visionary Wealth Advisors
Illinois
$1.87M +$16.9K +55 +0.9%
WMP
1604
Wealth Management Partners
Arizona
$1.87M +$98.1K +320 +5%
TAM
1605
Tealwood Asset Management
Minnesota
$1.86M +$1.94M +6,317 New
AWM
1606
Accurate Wealth Management
Florida
$1.86M +$512K +1,669 +35%
WA
1607
Wealth Alliance
New York
$1.85M +$366K +1,193 +23%
CFG
1608
Cooper Financial Group
California
$1.85M -$234K -762 -11%
VSQM
1609
V-Square Quantitative Management
Illinois
$1.85M +$1.92M +6,270 New
MJB
1610
Mark J. Bradley
$1.85M +$240K +783 +14%
GC
1611
Grimes & Company
Massachusetts
$1.85M +$100K +327 +6%
FCA
1612
FinTrust Capital Advisors
South Carolina
$1.84M
LWM
1613
Ledge Wealth Management
Minnesota
$1.84M +$105K +342 +6%
WP
1614
WMS Partners
Maryland
$1.83M -$11.3K -37 -0.6%
FBFS
1615
First Business Financial Services
Wisconsin
$1.83M +$23.6K +77 +1%
III
1616
Independent Investors Inc
New York
$1.82M
NG
1617
Northstar Group
New York
$1.82M +$31.6K +103 +2%
BWA
1618
Blodgett Wealth Advisors
California
$1.82M -$12.3K -40 -0.6%
LF
1619
Lee Financial
Texas
$1.82M +$1.22M +3,968 +181%
DWM
1620
Destination Wealth Management
California
$1.82M +$94.1K +307 +5%
SMA
1621
Sage Mountain Advisors
Georgia
$1.82M +$1.04M +3,391 +122%
RWI
1622
Red Wave Investments
Pennsylvania
$1.82M -$4.29K -14 -0.2%
PIMG
1623
Patriot Investment Management Group
Tennessee
$1.81M +$1.23K +4 +0.1%
CQS
1624
Credential Qtrade Securities
$1.81M +$28.2K +92 +2%
SDIC
1625
South Dakota Investment Council
South Dakota
$1.8M

HD Hedge Fund Activity: Q1 2023 in Review

3,290 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2023, worth a combined $212B — down 10% from $236B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HD positions and 133 closed out — a net gain of 30 holders — while 1,348 added to existing stakes and 1,444 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $481M. The largest seller was Cottage Street Advisors, cutting an estimated $1.09B.

  • 3,290 institutional investors held Home Depot (HD) as of Q1 2023, down from 3,333 in Q4 2022.
  • Funds reported $212B of Home Depot stock for Q1 2023, down 10% quarter-over-quarter.
  • 163 funds opened new Home Depot positions in Q1 2023 and 133 closed out, a net change of +30 holders.
  • The largest Home Depot buyer in Q1 2023 was Capital Research Global Investors, an estimated $481M added.
  • The largest Home Depot seller in Q1 2023 was Cottage Street Advisors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.