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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
CT
1651
Clearstead Trust
Maine
$1.76M -$65.3K -213 -3%
BEAM
1652
Baker Ellis Asset Management
Washington
$1.75M +$6.44K +21 +0.4%
I
1653
INVST
Indiana
$1.75M +$78.2K +255 +4%
MLA
1654
My Legacy Advisors
Oregon
$1.74M +$51.8K +169 +3%
WPC
1655
Wedmont Private Capital
Pennsylvania
$1.74M -$200K -653 -10%
IFWM
1656
Institute for Wealth Management
Colorado
$1.74M -$25.4K -83 -1%
CL
1657
CIM LLC
New York
$1.74M +$78.2K +255 +5%
FCP
1658
Fidelis Capital Partners
Florida
$1.74M +$1.12M +3,648 +156%
AI
1659
Accredited Investors
Minnesota
$1.73M -$307 -1 -0%
FSA
1660
Fort Sheridan Advisors
Illinois
$1.73M +$199K +650 +12%
SFP
1661
Sweet Financial Partners
Minnesota
$1.73M +$348K +1,136 +24%
LCM
1662
Legato Capital Management
California
$1.73M
AWA
1663
Aaron Wealth Advisors
Illinois
$1.73M +$82.5K +269 +5%
PBC
1664
Pavion Blue Capital
California
$1.73M
RPCONE
1665
Retirement Planning Company of New England
Rhode Island
$1.73M +$24.8K +81 +1%
EML
1666
Eos Management LP
New York
$1.73M
HWP
1667
Highline Wealth Partners
California
$1.72M +$1.23K +4 +0.1%
PSP
1668
Pacific Sage Partners
Washington
$1.72M +$920 +3 +0.1%
SWA
1669
Sutton Wealth Advisors
Florida
$1.72M -$848K -2,766 -32%
CSI
1670
Cross Staff Investments
New York
$1.71M
SACTSONJ
1671
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.71M
RFMS
1672
RWQ Financial Management Services
Florida
$1.71M -$1.41M -4,599 -44%
FNFDCM
1673
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.71M
MA
1674
MCF Advisors
Kentucky
$1.71M +$28.2K +92 +2%
LF
1675
Lantz Financial
Illinois
$1.71M -$10.4K -34 -0.6%

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.