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
LIA
1726
LBMC Investment Advisors
Tennessee
$1.62M +$8.28K +27 +0.5%
MW
1727
MBL Wealth
North Carolina
$1.61M -$49.1K -160 -3%
JSL
1728
JT Stratford LLC
Georgia
$1.61M -$30K -98 -2%
SIM
1729
Sentry Investment Management
Wisconsin
$1.6M -$381K -1,242 -19%
GD
1730
Grandfield & Dodd
New York
$1.6M
CRI
1731
Colonial River Investments
Virginia
$1.6M -$67.5K -220 -4%
AIA
1732
AIMZ Investment Advisors
California
$1.59M -$12.3K -40 -0.7%
PWA
1733
Providence Wealth Advisors
Illinois
$1.59M +$288K +940 +21%
MCAI
1734
Members Capital Advisors Inc
Wisconsin
$1.59M
BCA
1735
Bay Colony Advisors
Massachusetts
$1.59M -$361K -1,177 -17%
IA
1736
IFP Advisors
Florida
$1.59M -$6.01M -19,603 -50%
HVM
1737
Harvest Volatility Management
Connecticut
$1.58M -$98.7K -322 -5%
SXL
1738
Summit X LLC
Missouri
$1.58M -$21.2K -69 -1%
SQA
1739
Simon Quick Advisors
New Jersey
$1.58M +$370K +1,206 +29%
LB
1740
Legacy Bridge
Iowa
$1.58M +$39.9K +130 +2%
WorldQuant Millennium Advisors
1741
WorldQuant Millennium Advisors
New York
$1.57M +$1.63M +5,326 New
JAM
1742
Jupiter Asset Management
United Kingdom
$1.57M -$842K -2,746 -34%
GLR
1743
Great Lakes Retirement
Ohio
$1.57M +$908K +2,960 +125%
RWM
1744
RKL Wealth Management
Pennsylvania
$1.57M -$27K -88 -2%
OIM
1745
Orca Investment Management
Oregon
$1.57M +$920 +3 +0.1%
MIC
1746
Means Investment Company
Maine
$1.57M +$6.13K +20 +0.4%
AIS
1747
AM Investment Strategies
Tennessee
$1.56M
RRA
1748
Round Rock Advisors
Connecticut
$1.56M -$38K -124 -2%
LWP
1749
Lumature Wealth Partners
Georgia
$1.56M -$30.4K -99 -2%
HI
1750
Handelsinvest Investeringsforvaltning
Denmark
$1.56M -$119K -387 -7%

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.