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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
SCP
1926
Syntal Capital Partners
Texas
$1.24M +$91.4K +298 +8%
SDWIA
1927
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.24M -$3.07K -10 -0.2%
BBA
1928
BLB&B Advisors
Pennsylvania
$1.23M +$3.68K +12 +0.3%
RCA
1929
Ranch Capital Advisors
Florida
$1.23M +$30.4K +99 +2%
LFA
1930
Legacy Financial Advisors
Kentucky
$1.22M -$125K -409 -9%
CCM
1931
Cox Capital Management
Massachusetts
$1.22M -$7.67K -25 -0.6%
CA
1932
Crewe Advisors
Utah
$1.21M +$5.21K +17 +0.4%
AFP
1933
Ausdal Financial Partners
Iowa
$1.21M +$2.15K +7 +0.2%
LA
1934
Lifeworks Advisors
Michigan
$1.21M +$194K +633 +18%
NW
1935
Naviter Wealth
Arkansas
$1.21M -$33.1K -108 -3%
PIM
1936
Profit Investment Management
Maryland
$1.21M -$29.7K -97 -2%
HAC
1937
Harbor Advisory Corp
New Hampshire
$1.2M +$96.3K +314 +8%
PIA
1938
Perennial Investment Advisors
California
$1.2M +$315K +1,028 +34%
PWSG
1939
Pacific Wealth Strategies Group
California
$1.2M +$112K +366 +10%
CPRC
1940
Consolidated Portfolio Review Corp
New York
$1.19M +$1.24M +4,049 New
FNWM
1941
Financial Network Wealth Management
Utah
$1.19M -$3.07K -10 -0.2%
TCM
1942
Tandem Capital Management
New Jersey
$1.19M +$41.7K +136 +3%
OFG
1943
Oxford Financial Group
Indiana
$1.19M +$31K +101 +3%
HR
1944
Hardy Reed
Mississippi
$1.19M +$146K +475 +13%
HFM
1945
Harvest Fund Management
China
$1.18M -$663K -2,164 -35%
BI
1946
Ballast Inc
Kentucky
$1.18M +$28.2K +92 +2%
BCG
1947
Breakwater Capital Group
New Jersey
$1.18M +$55.5K +181 +5%
FFIC
1948
First Fiduciary Investment Counsel
Ohio
$1.18M -$3.99K -13 -0.3%
SBF
1949
Sara-Bay Financial
Florida
$1.18M -$94.1K -307 -7%
TIM
1950
Tevis Investment Management
Texas
$1.18M +$13.8K +45 +1%

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.