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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
IWS
1751
Insight Wealth Strategies
California
$1.55M -$163K -533 -9%
TIA
1752
Traphagen Investment Advisors
New Jersey
$1.55M +$34.6K +113 +2%
BWAM
1753
Boyd Watterson Asset Management
Ohio
$1.55M +$920 +3 +0.1%
DDC
1754
DF Dent & Co
Maryland
$1.55M +$325K +1,060 +25%
BG
1755
Bollard Group
Massachusetts
$1.55M +$3.68K +12 +0.2%
WFC
1756
Western Financial Corp
California
$1.55M +$35K +114 +2%
RFA
1757
Register Financial Advisors
Georgia
$1.54M +$349K +1,139 +28%
VWMG
1758
Virginia Wealth Management Group
Virginia
$1.54M +$59.8K +195 +4%
BFC
1759
Bedel Financial Consulting
Indiana
$1.54M -$94.1K -307 -6%
TH
1760
TCTC Holdings
Texas
$1.54M +$89.8K +293 +6%
Impax Asset Management Group
1761
Impax Asset Management Group
United Kingdom
$1.54M -$2.64M -8,607 -62%
JE
1762
JMAC Enterprises
Pennsylvania
$1.54M +$15.6K +51 +1%
EAM
1763
EFG Asset Management
Oregon
$1.54M -$1.1M -3,583 -41%
MWM
1764
Massachusetts Wealth Management
Massachusetts
$1.53M -$69K -225 -4%
IP
1765
Investment Partners
Ohio
$1.53M +$4.29K +14 +0.3%
MIM
1766
Meixler Investment Management
Arizona
$1.53M +$335K +1,092 +27%
HA
1767
Hamel Associates
New Jersey
$1.53M
CA
1768
Callahan Advisors
Texas
$1.53M +$78.2K +255 +5%
CANY
1769
Caxton Associates (New York)
New York
$1.53M +$1.59M +5,178 New
CAS
1770
Coppell Advisory Solutions
Texas
$1.53M -$499K -1,628 -23%
CASC
1771
Coppell Advisory Solutions Corp
Texas
$1.53M -$499K -1,628 -23%
TIMH
1772
Tilt Investment Management Holdings
New York
$1.53M +$213K +694 +15%
QPWM
1773
Quadrant Private Wealth Management
Pennsylvania
$1.53M -$27K -88 -2%
KFI
1774
Key Financial Inc
Pennsylvania
$1.52M -$1.23K -4 -0.1%
SMH
1775
Sanders Morris Harris
Texas
$1.52M

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.