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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
KFS
626
Kurt F. Somerville
$5.17M -$1.05M -5,821 -18%
MC
627
Moors & Cabot
Massachusetts
$5.17M -$153K -847 -3%
HA
628
Hamel Associates
New Jersey
$5.13M +$65.4K +363 +1%
WF
629
WoodTrust Financial
Wisconsin
$5.11M +$81K +449 +2%
GIM
630
Goelzer Investment Management
Indiana
$5.1M -$59.1K -328 -1%
BBVA
631
Banco Bilbao Vizcaya Argentaria
Spain
$5.09M +$50.7K +281 +1%
Fayez Sarofim & Co
632
Fayez Sarofim & Co
Texas
$5.05M -$216K -1,198 -4%
AF
633
Ally Financial
Michigan
$5.03M
LCM
634
Legato Capital Management
California
$5.02M
SWA
635
SFMG Wealth Advisors
Texas
$5.02M +$52.5K +291 +1%
EF
636
Empirical Finance
Pennsylvania
$4.95M +$7.93K +44 +0.2%
KRSITF
637
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.93M +$122K +676 +3%
SB
638
Simmons Bank
Arkansas
$4.91M -$276K -1,533 -6%
BCWM
639
Bartlett & Co Wealth Management
Ohio
$4.9M +$188K +1,041 +4%
BC
640
Bartlett & Co
Ohio
$4.9M +$188K +1,041 +4%
EW
641
Evexia Wealth
Wisconsin
$4.86M +$124K +689 +3%
NIC
642
Northwest Investment Counselors
Oregon
$4.86M -$84.7K -470 -2%
BP
643
Ballentine Partners
Massachusetts
$4.84M +$109K +607 +3%
SS
644
Simplicity Solutions
Minnesota
$4.78M +$322K +1,785 +8%
SLG
645
Stanley-Laman Group
Pennsylvania
$4.78M -$46.9K -260 -1%
HTHT
646
Hemenway Trust Hemenway Trust
New Hampshire
$4.77M -$1.76M -9,775 -29%
VNA
647
Valley National Advisers
Pennsylvania
$4.76M -$141K -783 -3%
VFA
648
Valeo Financial Advisors
Indiana
$4.75M +$175K +971 +4%
NIM
649
Needham Investment Management
New York
$4.72M
NL
650
NWAM LLC
Washington
$4.72M +$830K +4,603 +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.