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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
BFIC
1826
Bedell Frazier Investment Counselling
California
$1.43M -$10.7K -35 -0.7%
AWM
1827
Atticus Wealth Management
Florida
$1.42M -$241K -786 -14%
DI
1828
DFPG Investments
Utah
$1.42M +$417K +1,361 +39%
EM
1829
Excalibur Management
Massachusetts
$1.42M +$7.36K +24 +0.5%
SG Americas Securities
1830
SG Americas Securities
New York
$1.42M +$647K +2,110 +79%
WCM
1831
Washburn Capital Management
Florida
$1.41M -$20.8K -68 -1%
OWA
1832
Outlook Wealth Advisors
Texas
$1.41M -$8.89K -29 -0.6%
IGGA
1833
Iron Gate Global Advisors
Utah
$1.41M +$14.7K +48 +1%
FWA
1834
FSM Wealth Advisors
Ohio
$1.41M +$26.1K +85 +2%
WWM
1835
WT Wealth Management
Arizona
$1.41M -$281K -917 -16%
ONST
1836
Old North State Trust
North Carolina
$1.41M +$2.15K +7 +0.1%
PMFA
1837
Plante Moran Financial Advisors
Michigan
$1.41M +$5.83K +19 +0.4%
FAG
1838
Financial Advisory Group
Texas
$1.41M -$32.2K -105 -2%
LGG
1839
Luts & Greenleigh Group
Maryland
$1.41M +$8.89K +29 +0.6%
UBV
1840
United Bank (Virginia)
Virginia
$1.4M -$15.6K -51 -1%
MCM
1841
Monument Capital Management
Virginia
$1.4M -$2.49M -8,111 -63%
CA
1842
Commerzbank Aktiengesellschaft
Germany
$1.4M -$391K -1,276 -21%
SWA
1843
Strata Wealth Advisors
Texas
$1.4M -$122K -398 -8%
RCA
1844
Resonant Capital Advisors
Wisconsin
$1.4M -$19.9K -65 -1%
LOPW
1845
Live Oak Private Wealth
North Carolina
$1.39M +$52.7K +172 +4%
EAM
1846
Empirical Asset Management
Massachusetts
$1.39M -$2.88M -9,392 -67%
IWM
1847
Iams Wealth Management
Nebraska
$1.38M +$304K +992 +26%
FPCG
1848
Fort Pitt Capital Group
Pennsylvania
$1.38M -$606K -1,976 -30%
NL
1849
NWAM LLC
Washington
$1.38M -$241K -787 -14%
HWM
1850
HFG Wealth Management
Texas
$1.38M +$1.43M +4,670 New

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.