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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
AA
526
ALPS Advisors
Colorado
$7.27M +$12.8K +71 +0.2%
SNB
527
Security National Bank
Nebraska
$7.26M +$721 +4 +0%
NMERB
528
New Mexico Educational Retirement Board
New Mexico
$7.25M
AT
529
American Trust
Kentucky
$7.24M -$135K -748 -2%
KWM
530
Kingsview Wealth Management
Oregon
$7.24M +$1.31M +7,260 +25%
TCM
531
Teza Capital Management
Illinois
$7.23M +$6.6M +36,593 New
GCA
532
Greenwood Capital Associates
South Carolina
$7.17M -$2.63M -14,584 -29%
FWTB
533
First Western Trust Bank
Colorado
$7.09M -$178K -987 -3%
RMC
534
Resources Management Corp
Connecticut
$7.08M -$109K -602 -2%
JGUA
535
John G. Ullman & Associates
New York
$7.05M -$139K -770 -2%
IEFM
536
IQ EQ Fund Management
Ireland
$7.04M +$6.43M +35,640 New
SCA
537
Stokes Capital Advisors
South Carolina
$6.97M +$480K +2,664 +8%
UIM
538
USS Investment Management
United Kingdom
$6.96M -$3.39M -18,780 -35%
CWP
539
Cyndeo Wealth Partners
Florida
$6.95M +$1.92M +10,661 +44%
AAS
540
Avantax Advisory Services
Texas
$6.88M +$214K +1,189 +4%
ACM
541
Alpha Capital Management
Texas
$6.85M +$16.2K +90 +0.3%
SC
542
Savant Capital
Illinois
$6.84M +$44.5K +247 +0.7%
NB
543
NBT Bank
New York
$6.83M +$103K +572 +2%
PJSIMP
544
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.76M -$75.7K -420 -1%
CIG
545
Consolidated Investment Group
Colorado
$6.73M
BDA
546
Borer Denton & Associates
Pennsylvania
$6.66M +$19.1K +106 +0.3%
Jones Financial Companies
547
Jones Financial Companies
Missouri
$6.59M +$148K +821 +3%
NFC
548
Northeast Financial Consultants
Connecticut
$6.58M -$734K -4,069 -11%
CIA
549
Choate Investment Advisors
Massachusetts
$6.57M +$1.79M +9,926 +43%
FMC
550
First Merchants Corp
Indiana
$6.55M -$162K -897 -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.