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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
HPC
551
HM Payson & Co
Maine
$6.55M -$20.6M -114,270 -78%
PTB
552
Pioneer Trust Bank
Oregon
$6.54M +$303K +1,681 +5%
RWM
553
Ritholtz Wealth Management
New York
$6.52M -$371K -2,056 -6%
RCM
554
RNC Capital Management
California
$6.44M +$38.4K +213 +0.7%
FNFDCM
555
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.42M -$108K -600 -2%
IIM
556
Intact Investment Management
Quebec, Canada
$6.4M +$57.5K +319 +1%
EIA
557
Eastover Investment Advisors
North Carolina
$6.37M +$175K +972 +3%
CWM
558
CMH Wealth Management
New Hampshire
$6.31M +$84.6K +469 +1%
FNT
559
First Nebraska Trust
Nebraska
$6.31M +$292K +1,618 +5%
MIA
560
MMBG Investment Advisors
Florida
$6.3M +$610K +3,385 +12%
FG
561
Fiduciary Group
Georgia
$6.22M +$271K +1,503 +5%
MFG
562
Merit Financial Group
Georgia
$6.21M -$19.8K -110 -0.3%
SWP
563
Strategic Wealth Partners
Ohio
$6.2M +$478K +2,651 +9%
AWM
564
Axxcess Wealth Management
California
$6.18M +$2.41M +13,373 +75%
LWCFA
565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.18M -$228K -1,265 -4%
SSB
566
Sandy Spring Bank
Maryland
$6.15M +$258K +1,429 +5%
FFP
567
FourThought Financial Partners
Florida
$6.13M +$139K +771 +3%
Robeco Institutional Asset Management
568
Robeco Institutional Asset Management
Netherlands
$6.12M +$218K +1,211 +4%
CIP
569
Chartwell Investment Partners
Pennsylvania
$6.09M
GVAG
570
Great Valley Advisor Group
Delaware
$6.03M +$464K +2,576 +9%
CLGM
571
Capitolis Liquid Global Markets
New York
$5.98M +$5.45M +30,239 New
PKC
572
Palmer Knight Company
Florida
$5.95M -$6.31K -35 -0.1%
PFA
573
Pathway Financial Advisors
Vermont
$5.94M -$11.7K -65 -0.2%
IAN
574
Integrated Advisors Network
Texas
$5.92M -$11.4K -63 -0.2%
ATPW
575
Ashton Thomas Private Wealth
Arizona
$5.92M +$1.04M +5,763 +24%

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.