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Honeywell

2,497 hedge funds and large institutions have $104B invested in Honeywell in 2024 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 998 increasing their positions, 954 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 112

23% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $897M

5% more repeat investments, than reductions

Existing positions increased: 998 | Existing positions reduced: 954

1% more funds holding

Funds holding: 2,4782,497 (+19)

0.26% more ownership

Funds ownership: 81.74%82% (+0.26%)

3% less capital invested

Capital invested by funds: $107B → $104B (-$3.33B)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

Holders
2,497
Holders Change
+19
Holders Change %
+0.77%
% of All Funds
35.86%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.36%
New
163
Increased
998
Reduced
954
Closed
112
Calls
$1.1B
Puts
$897M
Net Calls
+$206M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2576
SignalPoint Asset Management
Missouri
-$211K -1,050 Closed
IAG
2577
Investment Advisory Group
Massachusetts
-$211K -1,048 Closed
OR
2578
Olympiad Research
Connecticut
-$211K -1,048 Closed
WAM
2579
WNY Asset Management
New York
-$209K -1,040 Closed
FLII
2580
First Long Island Investors
New York
-$209K -1,039 Closed
BFA
2581
Beacon Financial Advisory
Ohio
-$207K -1,027 Closed
PA
2582
Probity Advisors
Texas
-$207K -1,027 Closed
MWPCG
2583
Measured Wealth Private Client Group
New Hampshire
-$206K -1,023 Closed
FBFS
2584
First Business Financial Services
Wisconsin
-$204K -1,015 Closed
HIG
2585
Heritage Investment Group
Florida
-$204K -1,012 Closed
DWM
2586
Dechtman Wealth Management
Colorado
-$203K -1,008 Closed
AIIMS
2587
Analyst IMS Investment Management Services
Israel
-$203K -1,007 Closed
PCM
2588
Prelude Capital Management
New York
-$202K -1,006 Closed
EFSCE
2589
Enterprise Financial Services Corp (EFSC)
Missouri
-$202K -1,003 Closed
VAF
2590
Values Added Financial
District of Columbia
-$202K -1,003 Closed
TFF
2591
The Family Firm
Maryland
-$170K -843 Closed
RWMG
2592
Redwood Wealth Management Group
New Jersey
-$132K -654 Closed
UWS
2593
Unique Wealth Strategies
Illinois
-$78K -403 Closed
LIA
2594
Lynx Investment Advisory
District of Columbia
-$66.4K -330 Closed
KFS
2595
Kelly Financial Services
Massachusetts
-$58.6K -291 Closed
SWS
2596
SYSTM Wealth Solutions
Illinois
-$57.7K -286 Closed
NFSG
2597
Newbridge Financial Services Group
Florida
-$40.2K -199 Closed
MAM
2598
Magellan Asset Management
Australia
-$39.1K -194 Closed
FCG
2599
Financial Connections Group
California
-$38K -191 Closed
FIA
2600
FNY Investment Advisers
New York
-$32K -161 Closed

HON Hedge Fund Activity: Q3 2024 in Review

2,497 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q3 2024, worth a combined $104B — down 3.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HON positions and 112 closed out — a net gain of 51 holders — while 998 added to existing stakes and 954 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $593M. The largest seller was T. Rowe Price Associates, cutting an estimated $995M.

  • 2,497 institutional investors held Honeywell (HON) as of Q3 2024, up from 2,478 in Q2 2024.
  • Funds reported $104B of Honeywell stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 163 funds opened new Honeywell positions in Q3 2024 and 112 closed out, a net change of +51 holders.
  • The largest Honeywell buyer in Q3 2024 was JP Morgan Chase, an estimated $593M added.
  • The largest Honeywell seller in Q3 2024 was T. Rowe Price Associates, an estimated $995M sold.

Based on aggregated 13F filings for Q3 2024.