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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
AWM
2151
Aprio Wealth Management
Georgia
$887K -$72K -235 -7%
MCM
2152
Mendel Capital Management
Arkansas
$884K +$47.2K +154 +5%
SL
2153
Salomon & Ludwin
Virginia
$881K -$14.4K -47 -2%
TWM
2154
Thrive Wealth Management
Pennsylvania
$880K +$99.9K +326 +12%
WCM
2155
WealthBridge Capital Management
Ohio
$879K -$13.2K -43 -1%
GFP
2156
Guardian Financial Partners
California
$877K -$8.59K -28 -0.9%
FPF
2157
First Pacific Financial
Washington
$877K -$15.6K -51 -2%
APWA
2158
Atlas Private Wealth Advisors
New Jersey
$876K -$90.8K -296 -9%
ORAM
2159
One River Asset Management
Connecticut
$875K +$633K +2,066 +203%
LAIC
2160
Lederer & Associates Investment Counsel
California
$873K -$613 -2 -0.1%
JAWM
2161
J. Arnold Wealth Management
Ohio
$872K +$225K +735 +33%
GA
2162
GraniteShares Advisors
New York
$872K -$85.5K -279 -9%
OCM
2163
Osterweis Capital Management
California
$870K -$41.4K -135 -4%
FUBT
2164
First United Bank & Trust
Maryland
$869K -$13.8K -45 -2%
PCMC
2165
Private Capital Management (Colorado)
Colorado
$868K +$163K +531 +22%
GAG
2166
GM Advisory Group
New York
$867K +$26.1K +85 +3%
SGCA
2167
Steel Grove Capital Advisors
Tennessee
$866K +$47.2K +154 +6%
CSC
2168
Caldwell Sutter Capital
California
$863K +$243K +791 +37%
MFC
2169
Mechanics Financial Corp
Ohio
$863K -$1.53K -5 -0.2%
TWD
2170
True Wealth Design
Ohio
$861K +$85.5K +279 +11%
WG
2171
Winton Group
United Kingdom
$861K +$895K +2,918 New
TWP
2172
Tempus Wealth Planning
California
$861K -$6.75K -22 -0.7%
RWPA
2173
Richard W. Paul & Associates
Michigan
$859K -$388K -1,266 -30%
FNA
2174
First National Advisers
Nebraska
$859K +$27.6K +90 +3%
EW
2175
Evoke Wealth
California
$857K -$147K -481 -14%

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.