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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
PPP
2226
Private Portfolio Partners
New Jersey
$787K -$134K -438 -14%
HFG
2227
Heron Financial Group
New York
$786K +$3.68K +12 +0.5%
LA
2228
LexAurum Advisors
Kansas
$786K +$920 +3 +0.1%
WF
2229
Wayfinding Financial
Washington
$783K -$41.7K -136 -5%
VC
2230
Veracity Capital
Georgia
$783K -$70.2K -229 -8%
FPWM
2231
FSB Premier Wealth Management
Iowa
$782K -$448K -1,461 -36%
PFGIA
2232
Patriot Financial Group Insurance Agency
Massachusetts
$781K -$207K -674 -20%
RWP
2233
Ridgecrest Wealth Partners
California
$778K +$307 +1 +0%
ARMT
2234
Amica Retiree Medical Trust
Rhode Island
$777K -$339K -1,105 -30%
WCM
2235
Windsor Capital Management
Arizona
$776K -$23.6K -77 -3%
BFA
2236
BMS Financial Advisors
South Dakota
$776K +$51.8K +169 +7%
BCM
2237
Birmingham Capital Management
Alabama
$775K
JSC
2238
Jackson Square Capital
California
$774K -$1.18M -3,840 -59%
RB
2239
Renasant Bank
Mississippi
$773K -$45.7K -149 -5%
PWM
2240
PRW Wealth Management
Massachusetts
$772K
SWA
2241
Sax Wealth Advisors
New Jersey
$770K -$42K -137 -5%
PWMG
2242
Provence Wealth Management Group
California
$770K -$1.53K -5 -0.2%
MAM
2243
Magellan Asset Management
Australia
$769K +$125K +409 +19%
SAM
2244
Seelaus Asset Management
New Jersey
$767K
EIG
2245
Ellenbecker Investment Group
Wisconsin
$767K +$5.52K +18 +0.7%
MSWM
2246
McGlone Suttner Wealth Management
Wisconsin
$767K -$43.2K -141 -5%
KCG
2247
Kinsale Capital Group
Virginia
$765K +$409K +1,333 +106%
WFAG
2248
Worth Financial Advisory Group
North Carolina
$762K +$65.9K +215 +9%
WMA
2249
Wealth Management Associates
New Jersey
$759K
CL
2250
COWA LLC
Oklahoma
$758K

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.