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Honeywell

1,229 hedge funds and large institutions have $55.9B invested in Honeywell in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 491 increasing their positions, 471 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 5463 (+9)

4% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 471

5% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 73

1% less funds holding

Funds holding: 1,2431,229 (-14)

1.32% less ownership

Funds ownership: 85.65%84.33% (-1.3%)

9% less capital invested

Capital invested by funds: $61.2B → $55.9B (-$5.23B)

33% less call options, than puts

Call options by funds: $243M | Put options by funds: $363M

Holders
1,229
Holders Change
-14
Holders Change %
-1.13%
% of All Funds
34.31%
Holding in Top 10
63
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.67%
% of All Funds
1.76%
New
69
Increased
491
Reduced
471
Closed
73
Calls
$243M
Puts
$363M
Net Calls
-$120M
Net Calls Change
-$98.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
476
Foundry Partners
Minnesota
$3.97M -$236K -2,588 -5%
PFPT
477
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.97M +$26K +286 +0.6%
BCM
478
Bridgeway Capital Management
Texas
$3.96M
UCFA
479
United Capital Financial Advisors
Texas
$3.95M +$182K +1,998 +4%
GCP
480
GSA Capital Partners
United Kingdom
$3.94M +$3.82M +42,010 +988%
PCM
481
Palisade Capital Management
New Jersey
$3.86M -$2.09K -23 -0.1%
TCT
482
TIAA CREF Trust
Missouri
$3.81M +$207K +2,276 +5%
AIP
483
Ameritas Investment Partners
Nebraska
$3.8M
AT
484
Arden Trust
Delaware
$3.77M +$1.19M +13,086 +42%
CT
485
Chicago Trust
Illinois
$3.77M +$59.1K +649 +1%
MBTD
486
Mechanics Bank - Trust Department
California
$3.77M -$159K -1,742 -4%
WTC
487
WhitTier Trust Company
Nevada
$3.73M +$8.92K +98 +0.2%
CCM
488
Crossvault Capital Management
Texas
$3.72M +$568K +6,241 +17%
NLI
489
Nippon Life Insurance
Japan
$3.71M -$80K -879 -2%
LM
490
Lincluden Management
Ontario, Canada
$3.69M -$826K -9,076 -17%
MIS
491
Morningstar Investment Services
Illinois
$3.69M -$378K -4,158 -9%
ACM
492
Alpha Capital Management
Texas
$3.69M -$66.4K -730 -2%
SLI
493
Sumitomo Life Insurance
Japan
$3.65M -$99.6K -1,094 -2%
CO
494
Caldwell & Orkin
Georgia
$3.63M -$938K -10,300 -19%
LTFS
495
Ladenburg Thalmann Financial Services
Florida
$3.62M +$74.1K +814 +2%
FNT
496
First National Trust
Pennsylvania
$3.62M -$164K -1,802 -4%
UFG
497
United Fire Group
Iowa
$3.6M
MNBTD
498
Moody National Bank Trust Division
Texas
$3.59M +$1.09K +12 +0%
Jones Financial Companies
499
Jones Financial Companies
Missouri
$3.56M +$804K +8,830 +27%
GAM
500
Gotham Asset Management
New York
$3.56M +$1.05M +11,538 +38%

HON Hedge Fund Activity: Q3 2015 in Review

1,229 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q3 2015, worth a combined $55.9B — down 8.6% from $61.2B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of HON and 69 opened new positions — a net loss of 4 holders — while 471 trimmed existing stakes and 491 added.

The largest buyer was Bank of America, adding an estimated $519M. The largest seller was JP Morgan Chase, cutting an estimated $297M.

  • 1,229 institutional investors held Honeywell (HON) as of Q3 2015, down from 1,243 in Q2 2015.
  • Funds reported $55.9B of Honeywell stock for Q3 2015, down 8.6% quarter-over-quarter.
  • 69 funds opened new Honeywell positions in Q3 2015 and 73 closed out, a net change of -4 holders.
  • The largest Honeywell buyer in Q3 2015 was Bank of America, an estimated $519M added.
  • The largest Honeywell seller in Q3 2015 was JP Morgan Chase, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2015.