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Home Depot

3,659 hedge funds and large institutions have $269B invested in Home Depot in 2024 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 1,498 increasing their positions, 1,531 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 109

8% more capital invested

Capital invested by funds: $250B → $269B (+$19.3B)

2% more funds holding in top 10

Funds holding in top 10: 229234 (+5)

2% more funds holding

Funds holding: 3,5883,659 (+71)

9% more call options, than puts

Call options by funds: $4.11B | Put options by funds: $3.77B

2% less repeat investments, than reductions

Existing positions increased: 1,498 | Existing positions reduced: 1,531

1.51% less ownership

Funds ownership: 72.57%71.07% (-1.5%)

Holders
3,659
Holders Change
+71
Holders Change %
+1.98%
% of All Funds
52.7%
Holding in Top 10
234
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.18%
% of All Funds
3.37%
New
233
Increased
1,498
Reduced
1,531
Closed
109
Calls
$4.11B
Puts
$3.77B
Net Calls
+$341M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
1876
Smith & Howard Wealth Management
Georgia
$1.84M -$31.8K -87 -2%
MWM
1877
Mittelman Wealth Management
Massachusetts
$1.84M +$1.75M +4,794 New
AWMT
1878
AAFMAA Wealth Management & Trust
North Carolina
$1.84M -$1.12M -3,063 -39%
CC
1879
Callan Capital
California
$1.84M +$200K +548 +13%
LI
1880
Louisbourg Investments
New Brunswick, Canada
$1.84M
BI
1881
Ballast Inc
Kentucky
$1.83M +$29.6K +81 +2%
BFIC
1882
Bedell Frazier Investment Counselling
California
$1.82M -$32.9K -90 -2%
NP
1883
Nilsine Partners
Colorado
$1.82M -$4.38K -12 -0.3%
SGK
1884
Steigerwald Gordon & Koch
Virginia
$1.82M +$57.4K +157 +3%
CW
1885
CIC Wealth
Maryland
$1.82M -$12.4K -34 -0.7%
QPWM
1886
Quadrant Private Wealth Management
Pennsylvania
$1.81M -$132K -361 -7%
PWSG
1887
Pacific Wealth Strategies Group
California
$1.81M -$66.5K -182 -4%
AIA
1888
AIMZ Investment Advisors
California
$1.8M -$256K -700 -13%
PAM
1889
Pegasus Asset Management
New York
$1.8M +$16.4K +45 +1%
DI
1890
Diligent Investors
California
$1.8M +$6.58K +18 +0.4%
MCA
1891
Millennium Capital Advisors
Arkansas
$1.8M +$32.9K +90 +2%
SJIM
1892
St. Johns Investment Management
Florida
$1.79M -$19.4K -53 -1%
DA
1893
Dover Advisors
Virginia
$1.79M +$912K +2,497 +115%
MIP
1894
Marietta Investment Partners
Wisconsin
$1.79M +$5.84K +16 +0.3%
AWP
1895
Accretive Wealth Partners
New Jersey
$1.79M -$2.19K -6 -0.1%
VWMG
1896
Virginia Wealth Management Group
Virginia
$1.79M +$5.48K +15 +0.3%
BCG
1897
Breakwater Capital Group
New Jersey
$1.78M +$4.02K +11 +0.2%
CT
1898
ClearAlpha Technologies
Connecticut
$1.78M +$1.07M +2,937 +172%
IBOK
1899
Independence Bank of Kentucky
Kentucky
$1.78M +$70.1K +192 +4%
RA
1900
Rockingstone Advisors
Massachusetts
$1.77M -$63.9K -175 -4%

HD Hedge Fund Activity: Q1 2024 in Review

3,659 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2024, worth a combined $269B — up 7.7% from $250B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new HD positions and 109 closed out — a net gain of 124 holders — while 1,498 added to existing stakes and 1,531 trimmed.

The largest buyer was State Street, adding an estimated $1.06B. The largest seller was Morgan Stanley, cutting an estimated $6.81B.

  • 3,659 institutional investors held Home Depot (HD) as of Q1 2024, up from 3,588 in Q4 2023.
  • Funds reported $269B of Home Depot stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 233 funds opened new Home Depot positions in Q1 2024 and 109 closed out, a net change of +124 holders.
  • The largest Home Depot buyer in Q1 2024 was State Street, an estimated $1.06B added.
  • The largest Home Depot seller in Q1 2024 was Morgan Stanley, an estimated $6.81B sold.

Based on aggregated 13F filings for Q1 2024.