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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
BFA
601
Benedict Financial Advisors
Georgia
$5.51M -$2.16K -12 -0%
SDIC
602
South Dakota Investment Council
South Dakota
$5.5M
IPAM
603
ICICI Prudential Asset Management
India
$5.49M +$93.9K +521 +2%
RBC
604
Romano Brothers & Co
Illinois
$5.49M -$206K -1,144 -4%
GAB
605
German American Bancorp
Indiana
$5.48M -$43.6K -242 -0.9%
RB
606
Rodgers Brothers
Pennsylvania
$5.46M -$191K -1,061 -4%
LG
607
LaFleur & Godfrey
Michigan
$5.45M +$4.97M +27,555 New
DAS
608
Dynamic Advisor Solutions
Arizona
$5.44M +$176K +977 +4%
FNB
609
Farmers National Bank
Kentucky
$5.39M +$3.97K +22 +0.1%
AUB
610
Atlantic Union Bankshares
Virginia
$5.39M -$690K -3,827 -12%
LC
611
Lindbrook Capital
California
$5.38M +$306K +1,699 +7%
CIP
612
Capital Insight Partners
Arizona
$5.36M +$63.6K +353 +1%
NAMA
613
Nikko Asset Management Americas
New York
$5.35M -$487K -2,700 -9%
EH
614
Equitable Holdings
New York
$5.35M +$28.1K +156 +0.6%
BKA
615
Brick & Kyle Associates
Pennsylvania
$5.34M -$9.38K -52 -0.2%
CAM
616
Cypress Asset Management
Texas
$5.32M -$29.9K -166 -0.6%
SAM
617
SP Asset Management
California
$5.31M +$234K +1,297 +5%
AAM
618
Aureus Asset Management
Massachusetts
$5.3M -$77.7K -431 -2%
SC
619
SouthState Corp
Florida
$5.29M -$146K -810 -3%
FNBTCON
620
First National Bank & Trust Co of Newtown
Pennsylvania
$5.28M -$48.7K -270 -1%
BIM
621
Bridges Investment Management
Nebraska
$5.27M +$163K +902 +4%
IAS
622
Insigneo Advisory Services
Florida
$5.25M +$444K +2,465 +10%
TCOK
623
Trust Company of Kansas
Kansas
$5.21M +$336K +1,863 +8%
MMM
624
Mendel Money Management
Illinois
$5.19M +$180K +998 +4%
FMTC
625
Farmers & Merchants Trust Company
California
$5.19M -$8.65K -48 -0.2%

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.