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
Financial Engines Advisors
1776
Financial Engines Advisors
California
$1.52M +$54.9K +179 +4%
BCP
1777
Berkeley Capital Partners
Georgia
$1.52M +$165K +539 +12%
NFG
1778
Norris Financial Group
South Carolina
$1.52M +$1.38M +4,494 +695%
TBWA
1779
Three Bridge Wealth Advisors
California
$1.52M +$121K +396 +8%
ICP
1780
Interchange Capital Partners
Pennsylvania
$1.51M +$1.11M +3,626 +242%
PMG
1781
ProVise Management Group
Florida
$1.51M +$71.4K +233 +5%
HWA
1782
HHM Wealth Advisors
Tennessee
$1.51M +$17.2K +56 +1%
IP
1783
Intellectus Partners
California
$1.51M +$46.6K +152 +3%
MTC
1784
Matrix Trust Company
Colorado
$1.51M +$136K +445 +10%
TAM
1785
Townsend Asset Management
North Carolina
$1.51M -$1.87M -6,089 -54%
EGA
1786
E&G Advisors
Texas
$1.51M -$64.4K -210 -4%
BPCE
1787
Bank Pictet & Cie (Europe)
Germany
$1.51M -$42.9K -140 -3%
JWA
1788
JFS Wealth Advisors
Pennsylvania
$1.51M -$26.1K -85 -2%
BIA
1789
Beacon Investment Advisors
Maryland
$1.5M +$7.05K +23 +0.5%
AWP
1790
Accretive Wealth Partners
New Jersey
$1.5M +$11.7K +38 +0.8%
PP
1791
PDS Planning
Ohio
$1.5M +$435K +1,418 +39%
SF
1792
Symphony Financial
Texas
$1.5M +$85.8K +280 +6%
PPC
1793
Park Place Capital
Alabama
$1.5M -$6.44K -21 -0.4%
RF
1794
Rollins Financial
Georgia
$1.49M -$1.21M -3,954 -44%
BAM
1795
Byrne Asset Management
New Jersey
$1.49M -$81.6K -266 -5%
NCM
1796
NCM Capital Management
New Jersey
$1.49M +$5.21K +17 +0.3%
PG
1797
Prostatis Group
Maryland
$1.49M +$809K +2,638 +109%
BWP
1798
Baldwin Wealth Partners
Massachusetts
$1.49M -$11.3K -37 -0.7%
CCA
1799
Catalyst Capital Advisors
New York
$1.49M
MFG
1800
Magnus Financial Group
New York
$1.48M -$280K -914 -15%

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.