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Honeywell

2,478 hedge funds and large institutions have $107B invested in Honeywell in 2023 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 872 increasing their positions, 973 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 308 | Existing positions closed: 109

20% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.02B

18% more capital invested

Capital invested by funds: $90.8B → $107B (+$16.6B)

7% more funds holding

Funds holding: 2,3112,478 (+167)

4.03% more ownership

Funds ownership: 78.47%82.5% (+4%)

3% more funds holding in top 10

Funds holding in top 10: 3940 (+1)

10% less repeat investments, than reductions

Existing positions increased: 872 | Existing positions reduced: 973

Holders
2,478
Holders Change
+167
Holders Change %
+7.23%
% of All Funds
36.12%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.58%
New
308
Increased
872
Reduced
973
Closed
109
Calls
$1.22B
Puts
$1.02B
Net Calls
+$205M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
2551
Schrum Private Wealth Management
Florida
-$251K -1,439 Closed
ICP
2552
Interchange Capital Partners
Pennsylvania
-$250K -1,432 Closed
BWM
2553
BCS Wealth Management
Tennessee
-$245K -1,406 Closed
EGA
2554
E&G Advisors
Texas
-$242K -1,392 Closed
HCM
2555
Hodges Capital Management
Texas
-$238K -1,368 Closed
CIA
2556
CCM Investment Advisers
South Carolina
-$235K -1,347 Closed
TI
2557
Truepoint Inc
Ohio
-$234K -1,341 Closed
MYLI
2558
Meiji Yasuda Life Insurance
Japan
-$231K -1,328 Closed
NC
2559
NinePointTwo Capital
California
-$226K -1,299 Closed
ESCM
2560
Echo Street Capital Management
New York
-$224K -1,284 Closed
CCIA
2561
Campbell & Co Investment Adviser
Maryland
-$221K -1,269 Closed
LGWM
2562
Litman Gregory Wealth Management
California
-$212K -1,220 Closed
SWK
2563
Stephen W. Kidder
-$212K -1,220 Closed
SFP
2564
Sandbox Financial Partners
Maryland
-$212K -1,217 Closed
ERIM
2565
Eagle Ridge Investment Management
Connecticut
-$212K -1,215 Closed
CWM
2566
Cabot Wealth Management
Massachusetts
-$205K -1,179 Closed
AWM
2567
Aprio Wealth Management
Georgia
-$205K -1,178 Closed
FI
2568
Fractal Investments
Connecticut
-$203K -1,167 Closed
WG
2569
Winton Group
United Kingdom
-$203K -1,167 Closed
SOS
2570
Silver Oak Securities
Tennessee
-$201K -1,155 Closed
RCG
2571
Rock Creek Group
District of Columbia
-$151K -870 Closed
RW
2572
RVW Wealth
California
-$150K -864 Closed
CSS
2573
Cubist Systematic Strategies
Connecticut
-$153K -847 Closed
CCP
2574
Carmel Capital Partners
California
-$140K -806 Closed
RTC
2575
Riverview Trust Company
Washington
-$127K -729 Closed

HON Hedge Fund Activity: Q4 2023 in Review

2,478 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q4 2023, worth a combined $107B — up 18% from $90.8B a quarter earlier.

Buyers outnumbered sellers: 308 funds opened new HON positions and 109 closed out — a net gain of 199 holders — while 872 added to existing stakes and 973 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.81B. The largest seller was Capital International Investors, cutting an estimated $293M.

  • 2,478 institutional investors held Honeywell (HON) as of Q4 2023, up from 2,311 in Q3 2023.
  • Funds reported $107B of Honeywell stock for Q4 2023, up 18% quarter-over-quarter.
  • 308 funds opened new Honeywell positions in Q4 2023 and 109 closed out, a net change of +199 holders.
  • The largest Honeywell buyer in Q4 2023 was Morgan Stanley, an estimated $3.81B added.
  • The largest Honeywell seller in Q4 2023 was Capital International Investors, an estimated $293M sold.

Based on aggregated 13F filings for Q4 2023.