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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
SSWM
326
Smith Salley Wealth Management
North Carolina
$17.8M +$274K +1,517 +2%
WT
327
Washington Trust
Rhode Island
$17.7M -$130K -721 -0.8%
AQR Capital Management
328
AQR Capital Management
Connecticut
$17.6M -$10.8M -59,903 -40%
Pathstone Holdings
329
Pathstone Holdings
New Jersey
$17.5M +$16M +88,682 New
CCM
330
Chilton Capital Management
Texas
$17.4M +$86.9K +482 +0.6%
Schroder Investment Management Group
331
Schroder Investment Management Group
United Kingdom
$17.3M -$17.9M -99,080 -53%
FFIC
332
First Fiduciary Investment Counsel
Ohio
$17.3M -$48K -266 -0.3%
PAG
333
Private Advisor Group
New Jersey
$17.3M +$735K +4,078 +5%
HWM
334
HB Wealth Management
Georgia
$17.3M -$765K -4,242 -5%
Focus Partners Wealth
335
Focus Partners Wealth
Massachusetts
$17.3M +$15.7M +87,347 New
NA
336
NewEdge Advisors
Louisiana
$17.2M -$724K -4,018 -4%
SCM
337
Shelton Capital Management
Colorado
$17.1M +$933K +5,175 +6%
ZCM
338
Ziegler Capital Management
Illinois
$17M -$587K -3,255 -4%
LA
339
LBP AM
France
$16.9M +$243K +1,349 +2%
WAM
340
Wallington Asset Management
Indiana
$16.8M +$196K +1,088 +1%
ELC
341
Edgar Lomax Company
Virginia
$16.6M -$579K -3,210 -4%
Nomura Holdings
342
Nomura Holdings
Japan
$16.6M +$14.4M +79,679 +1,919%
BCM
343
Bourgeon Capital Management
Connecticut
$16.4M +$369K +2,049 +3%
ECM
344
Estabrook Capital Management
New York
$16.4M -$353K -1,958 -2%
CAM
345
Cresset Asset Management
Illinois
$16.3M -$1.4M -7,783 -9%
MIA
346
MainStreet Investment Advisors
Illinois
$16.1M -$416K -2,305 -3%
QIM
347
Quest Investment Management
Oregon
$15.9M +$1.1M +6,114 +8%
Mercer Global Advisors
348
Mercer Global Advisors
Colorado
$15.8M -$709K -3,934 -5%
AAP
349
Aristotle Atlantic Partners
Florida
$15.5M -$15.9K -88 -0.1%
FFN
350
Focus Financial Network
Minnesota
$15.4M +$10.8M +59,920 +329%

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.