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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
Charles Schwab
26
Charles Schwab
California
$759M +$12.7M +70,252 +2%
Wells Fargo
27
Wells Fargo
California
$686M -$19.1M -105,952 -3%
UE
28
Unisphere Establishment
Liechtenstein
$683M +$623M +3,453,555 New
Capital Research Global Investors
29
Capital Research Global Investors
California
$669M +$103M +572,562 +20%
UBS AM
30
UBS AM
Illinois
$555M +$253K +1,405 +0.1%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$523M -$12.2M -67,665 -2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$519M +$51.6M +286,193 +12%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$477M -$11.1M -61,705 -2%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$470M +$17.1M +95,089 +4%
PI
35
Putnam Investments
Massachusetts
$441M -$718K -3,985 -0.2%
Swiss National Bank
36
Swiss National Bank
Switzerland
$435M -$12.4M -68,753 -3%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$430M +$71M +393,644 +22%
Macquarie Group
38
Macquarie Group
Australia
$429M -$73.7M -408,879 -16%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$406M -$7.74M -42,956 -2%
Deutsche Bank
40
Deutsche Bank
Germany
$389M +$208M +1,152,572 +142%
AllianceBernstein
41
AllianceBernstein
Tennessee
$365M -$146M -810,184 -30%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$365M +$71.8M +398,042 +27%
Bank Julius Baer & Co
43
Bank Julius Baer & Co
Switzerland
$337M -$38.1M -211,049 -11%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$326M +$20.7M +114,670 +7%
Stifel Financial
45
Stifel Financial
Missouri
$325M +$5.83M +32,350 +2%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$322M -$13.9M -76,982 -5%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$317M +$99M +549,117 +52%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$310M +$44.9M +248,829 +19%
ClearBridge Investments
49
ClearBridge Investments
New York
$309M +$6.13M +34,006 +2%
First Trust Advisors
50
First Trust Advisors
Illinois
$306M -$2.37M -13,130 -0.8%

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.