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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
PFA
2401
Pathway Financial Advisors
Vermont
$626K
AAMC
2402
Asset Allocation & Management Company
Illinois
$626K -$348K -1,135 -35%
ASBI
2403
American State Bank (Iowa)
Iowa
$625K +$12.3K +40 +2%
PCG
2404
Prosperity Consulting Group
Maryland
$622K -$130K -424 -17%
BHPW
2405
Beverly Hills Private Wealth
California
$622K +$424K +1,382 +190%
IIC
2406
Integrated Investment Consultants
Michigan
$622K -$46K -150 -7%
IIM
2407
InTrack Investment Management
Vermont
$621K +$334K +1,090 +107%
WAG
2408
Wallace Advisory Group
California
$621K +$21.2K +69 +3%
SIC
2409
Samalin Investment Counsel
New York
$621K +$3.07K +10 +0.5%
LWM
2410
Liberty Wealth Management
California
$620K +$643K +2,097 New
WW
2411
Windle Wealth
Oklahoma
$617K +$20.2K +66 +3%
LSA
2412
Lion Street Advisors
Texas
$616K +$640K +2,087 New
JFA
2413
JNBA Financial Advisors
Minnesota
$614K -$29.1K -95 -4%
IFU
2414
iSAM Funds (UK)
United Kingdom
$614K +$638K +2,081 New
OA
2415
Oxbow Advisors
Texas
$613K
AA
2416
Apriem Advisors
California
$613K -$16.2K -53 -2%
EA
2417
Eudaimonia Advisors
Tennessee
$613K
MM
2418
MQS Management
New York
$612K +$636K +2,074 New
SIG
2419
Spinnaker Investment Group
California
$611K
BFG
2420
Barber Financial Group
Kansas
$611K -$560K -1,827 -47%
ISB
2421
Iowa State Bank
Iowa
$610K -$90.4K -295 -12%
PD
2422
Planning Directions
Pennsylvania
$610K +$7.36K +24 +1%
CAG
2423
Curtis Advisory Group
California
$609K -$88.6K -289 -12%
MPCL
2424
My Personal CFO LLC
Washington
$609K +$449K +1,464 +244%
LWAM
2425
Legacy Wealth Asset Management
Minnesota
$609K -$6.13K -20 -1%

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.