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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
BAMCO Inc
2451
BAMCO Inc
New York
$590K -$3.52M -11,466 -85%
WAG
2452
Windsor Advisory Group
Ohio
$590K -$73.3K -239 -11%
MFS
2453
Monetta Financial Services
Illinois
$590K
HGERS
2454
Householder Group Estate & Retirement Specialist
Arizona
$590K +$613K +1,999 New
FSA
2455
Franklin Street Advisors
North Carolina
$589K -$2.48M -8,100 -80%
HPWA
2456
Hall Private Wealth Advisors
North Carolina
$588K +$611K +1,994 New
FC
2457
Financial Consulate
Maryland
$588K +$13.2K +43 +2%
BWM
2458
Blossom Wealth Management
California
$587K +$35K +114 +6%
OIM
2459
Oder Investment Management
California
$585K -$113K -370 -16%
CWM
2460
CCG Wealth Management
California
$584K -$61K -199 -9%
OWA
2461
Octavia Wealth Advisors
Ohio
$584K -$26.7K -87 -4%
FWM
2462
Finer Wealth Management
Massachusetts
$584K +$920 +3 +0.2%
CWA
2463
Consilium Wealth Advisory
Texas
$583K -$21.2K -69 -3%
FW
2464
FirstPurpose Wealth
Utah
$582K +$9.5K +31 +2%
CFA
2465
Camarda Financial Advisors
Florida
$581K -$3.07K -10 -0.5%
SHJ
2466
Sharkey, Howes & Javer
Colorado
$581K -$34.6K -113 -5%
CCM
2467
Chilton Capital Management
Texas
$581K +$103K +336 +21%
CCM
2468
Crabel Capital Management
California
$581K +$604K +1,969 New
SB
2469
Sunflower Bank
Texas
$581K -$3.37K -11 -0.6%
IRC
2470
Investors Research Corp
Georgia
$580K
SFG
2471
SNS Financial Group
Minnesota
$578K -$12.6K -41 -2%
GAM
2472
Grandview Asset Management
Pennsylvania
$578K -$3.37K -11 -0.6%
KA
2473
KLCM Advisors
Wisconsin
$578K +$75.1K +245 +14%
VFA
2474
Voya Financial Advisors
Connecticut
$578K -$112K -364 -15%
WA1
2475
Wimmer Associates 1
California
$575K -$66.5K -217 -10%

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.