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
EWA
2101
Etesian Wealth Advisors
Oregon
$960K +$32.2K +105 +3%
PEA
2102
Park Edge Advisors
Ohio
$959K -$64.1K -209 -6%
HFAS
2103
Hummer Financial Advisory Services
Illinois
$959K
MCM
2104
Morton Capital Management
California
$959K -$30.7K -100 -3%
AF
2105
Aldebaran Financial
$956K -$126K -412 -11%
RZH
2106
Relyea Zuckerberg Hanson
Connecticut
$955K -$32.8K -107 -3%
NAS
2107
NWF Advisory Services
California
$954K +$942K +3,073 New
NA
2108
Navellier & Associates
Nevada
$954K -$15.3K -50 -2%
ISWM
2109
Independent Solutions Wealth Management
New York
$953K -$75.1K -245 -7%
FAG
2110
Fortitude Advisory Group
Washington
$952K +$35.6K +116 +4%
KCM
2111
Kathmere Capital Management
Pennsylvania
$948K -$605K -1,973 -38%
MIM
2112
Merrion Investment Management
New Jersey
$946K -$173K -565 -15%
NCM
2113
Northside Capital Management
Oregon
$945K -$17.5K -57 -2%
FPA
2114
First Pacific Advisors
California
$944K
TPWA
2115
TRUE Private Wealth Advisors
Oregon
$943K +$4.29K +14 +0.4%
FCFC
2116
First Commonwealth Financial Corp
Pennsylvania
$943K -$27.3K -89 -3%
MFG
2117
Menard Financial Group
Texas
$942K +$3.07K +10 +0.3%
JLBC
2118
J.L. Bainbridge & Co
Florida
$941K -$37.7K -123 -4%
PPG
2119
Peak Planning Group
Colorado
$940K +$2.45K +8 +0.3%
FBB
2120
Fulton Breakefield Broenniman
Maryland
$940K -$57.9K -189 -6%
MA
2121
MONECO Advisors
Connecticut
$936K +$326K +1,064 +50%
DCM
2122
Disciplina Capital Management
Tennessee
$935K -$151K -492 -13%
BCM
2123
Boltwood Capital Management
California
$933K +$29.1K +95 +3%
CIA
2124
Caerus Investment Advisors
Texas
$931K +$307K +1,000 +46%
PMA
2125
Prudent Man Advisors
Illinois
$930K -$20.8K -68 -2%

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.