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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
CTA
251
Chesley Taft & Associates
Illinois
$29.4M +$199K +1,101 +0.7%
CNAM
252
Campbell Newman Asset Management
Wisconsin
$29.3M -$710K -3,937 -3%
WPC
253
Waters Parkerson & Co
Louisiana
$29.1M -$140K -777 -0.5%
HC
254
Henshaw Capital
Massachusetts
$28.7M
TPSF
255
Texas Permanent School Fund
Texas
$28.5M -$206K -1,140 -0.8%
CIM
256
CCLA Investment Management
United Kingdom
$28.4M +$364K +2,017 +1%
TWC
257
TD Waterhouse Canada
Ontario, Canada
$28.2M +$3.41M +18,915 +17%
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$28.1M -$694K -3,848 -3%
CIBC World Market
259
CIBC World Market
Ontario, Canada
$27.6M +$943K +5,229 +4%
JSC
260
J. Stern & Co
United Kingdom
$27.6M +$26.1M +144,612 New
BPCE
261
Bank Pictet & Cie (Europe)
Germany
$27.5M -$267K -1,480 -1%
MTC
262
McDaniel Terry & Co
Texas
$27.4M +$141K +780 +0.6%
SCTC
263
Sanibel Captiva Trust Company
Florida
$27.2M +$24.8M +137,764 New
JGC
264
J. Goldman & Co
New York
$26.3M +$24M +133,068 New
CTC
265
Central Trust Company
Missouri
$26.1M -$242K -1,342 -1%
AWM
266
AE Wealth Management
Kansas
$25.9M +$3.97M +22,015 +19%
Zurich Cantonal Bank
267
Zurich Cantonal Bank
Switzerland
$25.5M +$405K +2,246 +2%
PA
268
Pinnacle Associates
New York
$25.5M +$1.91M +10,614 +9%
IIM
269
INTECH Investment Management
Florida
$25.5M -$12.7M -70,474 -35%
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$25.4M -$8.75M -48,503 -27%
GW
271
GW & Wade
Massachusetts
$25.4M -$46.7K -259 -0.2%
CCMIC
272
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$25.2M -$129K -714 -0.6%
FNBT
273
FineMark National Bank & Trust
Florida
$25M -$31.4K -174 -0.1%
TRCT
274
Tower Research Capital (TRC)
New York
$24.9M +$10.6M +58,984 +88%
PAI
275
Pittenger & Anderson Inc
Nebraska
$24.3M -$286K -1,587 -1%

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.