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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
CIS
376
Connors Investor Services
Pennsylvania
$13.5M +$61.3K +340 +0.5%
QCM
377
QRG Capital Management
Illinois
$13.5M +$365K +2,025 +3%
BRWA
378
B. Riley Wealth Advisors
Florida
$13.3M -$1.15M -6,375 -9%
CAM
379
Congress Asset Management
Massachusetts
$13.3M -$441K -2,447 -4%
WSTAM
380
Wilbanks Smith & Thomas Asset Management
Virginia
$13.1M +$583K +3,234 +5%
JCM
381
Janney Capital Management
Pennsylvania
$13M -$394K -2,185 -3%
FT
382
Fiduciary Trust
Massachusetts
$13M +$160K +887 +1%
BCMO
383
Buckingham Capital Management (Ohio)
Ohio
$13M +$114K +635 +1%
SIC
384
Salem Investment Counselors
North Carolina
$13M -$1.47M -8,128 -11%
BFA
385
Bragg Financial Advisors
North Carolina
$13M +$102K +568 +0.9%
HIMC
386
Heritage Investors Management Corp
Maryland
$13M +$110K +611 +0.9%
AFG
387
Albion Financial Group
Utah
$12.9M +$163K +904 +1%
ABC
388
Associated Banc-Corp
Wisconsin
$12.9M -$2.66M -14,735 -18%
JC
389
Jacobs & Co
California
$12.7M +$63.6K +353 +0.6%
RJT
390
Raymond James Trust
Florida
$12.7M +$439K +2,437 +4%
FBB
391
Fulton Breakefield Broenniman
Maryland
$12.7M -$93.2K -517 -0.8%
FLPIM
392
F.L. Putnam Investment Management
Massachusetts
$12.7M -$1.17M -6,483 -9%
BWL
393
Bogart Wealth LLC
Virginia
$12.6M +$323K +1,793 +3%
PTC
394
Philadelphia Trust Company
Pennsylvania
$12.5M -$154K -856 -1%
Hudson Bay Capital Management
395
Hudson Bay Capital Management
Connecticut
$12.5M -$7.08M -39,257 -38%
CA
396
CapWealth Advisors
Tennessee
$12.5M +$11K +61 +0.1%
CWM
397
Calamos Wealth Management
Illinois
$12.4M +$1.45M +8,034 +15%
SCA
398
Stonebridge Capital Advisors
Minnesota
$12.4M +$382K +2,118 +3%
RIL
399
Rothschild Investment LLC
Illinois
$12.3M +$51.7K +287 +0.5%
TIP
400
Torray Investment Partners
Maryland
$12.3M +$36.2K +201 +0.3%

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.