We are live on ! Find out more
HON icon

Honeywell

2,360 hedge funds and large institutions have $103B invested in Honeywell in 2023 Q2 according to their latest regulatory filings, with 179 funds opening new positions, 919 increasing their positions, 911 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 98

7% more capital invested

Capital invested by funds: $95.9B → $103B (+$7.03B)

3% more funds holding

Funds holding: 2,3012,360 (+59)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1% more repeat investments, than reductions

Existing positions increased: 919 | Existing positions reduced: 911

0.03% more ownership

Funds ownership: 79.12%79.15% (+0.03%)

26% less call options, than puts

Call options by funds: $855M | Put options by funds: $1.16B

Holders
2,360
Holders Change
+59
Holders Change %
+2.56%
% of All Funds
37.05%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.77%
New
179
Increased
919
Reduced
911
Closed
98
Calls
$855M
Puts
$1.16B
Net Calls
-$301M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
451
Bogart Wealth LLC
Virginia
$10.3M +$1.62M +8,747 +20%
DADC
452
D.A. Davidson & Co
Montana
$10.2M -$113K -608 -1%
FAB
453
First American Bank
Illinois
$10.1M -$312K -1,681 -3%
AC
454
Addenda Capital
Quebec, Canada
$10M -$1.44M -7,729 -13%
CCC
455
Chelsea Counsel Company
California
$10M -$26.4K -142 -0.3%
LA
456
LBP AM
France
$10M +$7.3M +39,301 +333%
SPIA
457
Steward Partners Investment Advisory
New York
$9.91M -$181K -974 -2%
H
458
HoyleCohen
California
$9.9M +$23.6K +127 +0.3%
AAS
459
Annex Advisory Services
Wisconsin
$9.89M +$5.18M +27,908 +123%
Bessemer Group
460
Bessemer Group
New Jersey
$9.89M +$908K +4,891 +11%
SI
461
Stephens Inc
Arkansas
$9.88M +$26K +140 +0.3%
PP
462
Prudential plc
United Kingdom
$9.87M -$232K -1,251 -2%
FFBTD
463
First Financial Bank - Trust Division
Ohio
$9.86M -$68K -366 -0.7%
SC
464
Saybrook Capital
North Carolina
$9.78M
ACA
465
Aptus Capital Advisors
Alabama
$9.77M -$576K -3,100 -6%
VPIM
466
Vanguard Personalized Indexing Management
California
$9.76M +$733K +3,947 +9%
HIMCH
467
Hartford Investment Management Co (HIMCO)
Connecticut
$9.74M -$1.89M -10,165 -17%
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.7M +$7.61M +40,986 +476%
TBA
469
Tower Bridge Advisors
Pennsylvania
$9.7M -$881K -4,743 -9%
MAM
470
Mastrapasqua Asset Management
Tennessee
$9.67M -$119K -643 -1%
CII
471
Capital International Inc
California
$9.66M -$2.43M -13,061 -21%
GCA
472
Greenwood Capital Associates
South Carolina
$9.63M -$46.1K -248 -0.5%
GAM
473
Griffin Asset Management
New York
$9.54M -$87.1K -469 -1%
LIM
474
Leavell Investment Management
Alabama
$9.53M -$237K -1,276 -3%
PWAG
475
Polaris Wealth Advisory Group
California
$9.42M -$800K -4,309 -8%

HON Hedge Fund Activity: Q2 2023 in Review

2,360 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q2 2023, worth a combined $103B — up 7.3% from $95.9B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new HON positions and 98 closed out — a net gain of 81 holders — while 919 added to existing stakes and 911 trimmed.

The largest buyer was Franklin Resources, adding an estimated $271M. The largest seller was Capital World Investors, exiting entirely with an estimated $377M sold.

  • 2,360 institutional investors held Honeywell (HON) as of Q2 2023, up from 2,301 in Q1 2023.
  • Funds reported $103B of Honeywell stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 179 funds opened new Honeywell positions in Q2 2023 and 98 closed out, a net change of +81 holders.
  • The largest Honeywell buyer in Q2 2023 was Franklin Resources, an estimated $271M added.
  • The largest Honeywell seller in Q2 2023 was Capital World Investors, an estimated $377M sold.

Based on aggregated 13F filings for Q2 2023.