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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
BMM
426
Buffington Mohr McNeal
Idaho
$10.9M -$80.1K -444 -0.8%
DADC
427
D.A. Davidson & Co
Montana
$10.9M -$152K -845 -2%
MSRPS
428
Maryland State Retirement & Pension System
Maryland
$10.9M +$106K +586 +1%
Cetera Investment Advisers
429
Cetera Investment Advisers
Illinois
$10.8M -$961K -5,330 -9%
Wolverine Trading
430
Wolverine Trading
Illinois
$10.7M +$2.78M +15,392 +40%
EDRH
431
Edmond de Rothschild Holding
Switzerland
$10.7M -$2.07M -11,460 -18%
SI
432
Stephens Inc
Arkansas
$10.6M +$346K +1,917 +4%
BONST
433
Bank of Nova Scotia Trust
Ontario, Canada
$10.5M -$686K -3,806 -7%
LWM
434
Lyell Wealth Management
California
$10.5M +$47.8K +265 +0.5%
NRS
435
Neville Rodie & Shaw
New York
$10.5M -$894K -4,956 -9%
CCC
436
Cincinnati Casualty Company
Ohio
$10.5M
BOH
437
Bank of Hawaii
Hawaii
$10.5M -$89.6K -497 -0.9%
H
438
HoyleCohen
California
$10.4M +$155K +860 +2%
TPCM
439
Two Point Capital Management
New York
$10.4M -$164K -912 -2%
IAA
440
Independent Advisor Alliance
North Carolina
$10.4M -$220K -1,219 -2%
BF
441
BOK Financial
Oklahoma
$10.3M -$51.2K -284 -0.5%
FAT
442
First American Trust
California
$10.2M +$768K +4,261 +9%
SWP
443
Stratos Wealth Partners
Ohio
$10.1M +$27.8K +154 +0.3%
FFBTD
444
First Financial Bank - Trust Division
Ohio
$10M +$50.5K +280 +0.6%
M
445
MOTCO
Texas
$9.98M +$36.8K +204 +0.4%
AC
446
Addenda Capital
Quebec, Canada
$9.94M -$74.1K -411 -0.8%
SC
447
Saybrook Capital
North Carolina
$9.89M +$95.6K +530 +1%
FHA
448
First Horizon Advisors
Tennessee
$9.88M +$563K +3,125 +7%
TF
449
Tompkins Financial
New York
$9.88M +$860K +4,770 +11%
QCM
450
Quantinno Capital Management
New York
$9.84M +$989K +5,488 +12%

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.