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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
BCM
651
Brookmont Capital Management
Texas
$4.71M -$13.9K -77 -0.3%
BIMC
652
Benson Investment Management Company
Virginia
$4.7M +$31.7K +176 +0.7%
AP
653
Americana Partners
Texas
$4.69M -$40.2K -223 -0.9%
SC
654
Searle & Co
Connecticut
$4.66M +$128K +709 +3%
BFEC
655
Benjamin F. Edwards & Company
Missouri
$4.64M +$240K +1,331 +6%
FNBOO
656
First National Bank of Omaha
Nebraska
$4.63M -$59.7K -331 -1%
MYAM
657
Meiji Yasuda Asset Management
Japan
$4.63M -$38.4K -213 -0.9%
BSW
658
Buckingham Strategic Wealth
Missouri
$4.62M -$172K -952 -4%
Vontobel Holding
659
Vontobel Holding
Switzerland
$4.62M -$417K -2,311 -9%
ONB
660
Old National Bancorp
Indiana
$4.62M -$386K -2,139 -8%
AMG
661
Advisors Management Group
Wisconsin
$4.61M +$3.79K +21 +0.1%
WEG
662
World Equity Group
Illinois
$4.6M +$28.7K +159 +0.7%
BAMF
663
BI Asset Management Fondsmaeglerselskab
Denmark
$4.59M -$327K -1,812 -7%
SIM
664
Stratos Investment Management
Ohio
$4.54M +$190K +1,052 +5%
AF
665
Arrow Financial
New York
$4.51M -$132K -731 -3%
ACIM
666
Azimuth Capital Investment Management
Michigan
$4.5M -$566K -3,139 -12%
AWM
667
Avitas Wealth Management
California
$4.48M +$133K +737 +3%
RDWM
668
Red Door Wealth Management
Tennessee
$4.44M +$250K +1,384 +7%
ECG
669
Edge Capital Group
Georgia
$4.44M +$96.8K +537 +2%
BCM
670
Bayesian Capital Management
New York
$4.44M +$4.05M +22,443 New
IPW
671
IronBridge Private Wealth
Texas
$4.43M +$541K +3,002 +15%
BFG
672
Bleakley Financial Group
New Jersey
$4.43M +$325K +1,800 +9%
SSI
673
Scott & Selber Inc
Texas
$4.42M -$46.9K -260 -1%
SAMC
674
Spectrum Asset Management (California)
California
$4.42M +$10.5K +58 +0.3%
MAM
675
Martingale Asset Management
Massachusetts
$4.41M -$1.26M -6,978 -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.