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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
MFGM
2301
Marshall Financial Group (Maryland)
Maryland
$715K +$3.68K +12 +0.5%
TCWM
2302
Total Clarity Wealth Management
Illinois
$714K -$117K -383 -14%
TWI
2303
Thomas White International
Illinois
$713K
CA
2304
Centerpoint Advisors
Massachusetts
$713K +$38.9K +127 +6%
KAM
2305
Knightsbridge Asset Management
California
$711K +$307 +1 +0%
HR
2306
Howe & Rusling
New York
$710K -$79.1K -258 -10%
DSAM
2307
Dock Street Asset Management
Florida
$710K
WA
2308
WealthTrust Axiom
Pennsylvania
$709K +$62.9K +205 +9%
BDWCC
2309
B&D White Capital Company
Texas
$708K +$736K +2,400 New
TFA
2310
Trinity Financial Advisors
Ohio
$705K
MA
2311
MBA Advisors
Pennsylvania
$705K
PWA
2312
Peterson Wealth Advisors
Utah
$705K +$14.4K +47 +2%
WDL
2313
Well Done LLC
Michigan
$704K -$6.44K -21 -0.9%
ACM
2314
AUA Capital Management
Pennsylvania
$704K
COCM
2315
Charter Oak Capital Management
New Hampshire
$701K +$613 +2 +0.1%
EFG
2316
Everhart Financial Group
Ohio
$700K -$122K -397 -14%
SWRP
2317
Summit Wealth & Retirement Planning
California
$699K -$166K -543 -19%
IRAG
2318
Investment Research & Advisory Group
Georgia
$699K
HPM
2319
Hoxton Planning & Management
West Virginia
$699K +$15.6K +51 +2%
WQ
2320
Wealth Quarterback
New Jersey
$696K +$229K +748 +46%
FOA
2321
Five Oceans Advisors
California
$696K +$140K +457 +24%
DSN
2322
D. Scott Neal
Kentucky
$695K +$920 +3 +0.1%
TVAMP
2323
Tennessee Valley Asset Management Partners
Tennessee
$693K +$2.15K +7 +0.3%
PIA
2324
Powell Investment Advisors
Florida
$691K +$1.53K +5 +0.2%
MKC
2325
M. Kraus & Co
Vermont
$691K +$32.2K +105 +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.