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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
CA
2076
Cornerstone Advisory
Maryland
$987K +$7.36K +24 +0.7%
FC
2077
Fulcrum Capital
Washington
$986K +$363K +1,185 +55%
HL
2078
HeadInvest LLC
Maine
$985K -$30.4K -99 -3%
PWP
2079
Phillips Wealth Planners
Mississippi
$983K -$151K -491 -13%
UW
2080
Unique Wealth
Florida
$981K +$85.8K +280 +9%
SPI
2081
Santori & Peters Inc
Pennsylvania
$980K +$7.36K +24 +0.7%
AA
2082
Altman Advisors
Illinois
$977K -$1.39M -4,549 -51%
NFSG
2083
Newbridge Financial Services Group
Florida
$977K -$166K -543 -14%
GAM
2084
Gould Asset Management
California
$977K
SIC
2085
Sterling Investment Counsel
New York
$974K +$19K +62 +2%
VP
2086
Verum Partners
North Carolina
$974K +$24.8K +81 +3%
TIA
2087
Tandem Investment Advisors
South Carolina
$973K +$178K +580 +21%
CIA
2088
Cascade Investment Advisors
Oregon
$972K -$52.1K -170 -5%
WWMSC
2089
Wagner Wealth Management (South Carolina)
South Carolina
$968K -$54.9K -179 -5%
N
2090
Natixis
France
$967K -$60.3M -196,701 -98%
KA
2091
Kercheville Advisors
Texas
$967K -$130K -425 -11%
MIM
2092
Miller Investment Management
Pennsylvania
$967K
GA
2093
Geller Advisors
New York
$966K +$184K +600 +22%
EFG
2094
Ethos Financial Group
Pennsylvania
$966K +$10.4K +34 +1%
DCM
2095
Davidson Capital Management
Texas
$965K -$395K -1,287 -28%
AWG
2096
Altus Wealth Group
Colorado
$964K +$9.5K +31 +1%
BOPW
2097
Brandywine Oak Private Wealth
Pennsylvania
$962K -$6.75K -22 -0.7%
AWA
2098
Acorn Wealth Advisors
Michigan
$962K +$613 +2 +0.1%
SIC
2099
Sigma Investment Counselors
Michigan
$962K -$19K -62 -2%
MC
2100
Montag & Caldwell
Georgia
$961K -$5.52K -18 -0.5%

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.