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Honeywell

2,497 hedge funds and large institutions have $104B invested in Honeywell in 2024 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 998 increasing their positions, 954 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 112

23% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $897M

5% more repeat investments, than reductions

Existing positions increased: 998 | Existing positions reduced: 954

1% more funds holding

Funds holding: 2,4782,497 (+19)

0.26% more ownership

Funds ownership: 81.74%82% (+0.26%)

3% less capital invested

Capital invested by funds: $107B → $104B (-$3.33B)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

Holders
2,497
Holders Change
+19
Holders Change %
+0.77%
% of All Funds
35.86%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.36%
New
163
Increased
998
Reduced
954
Closed
112
Calls
$1.1B
Puts
$897M
Net Calls
+$206M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
676
Bollard Group
Massachusetts
$4.33M +$19.8K +102 +0.5%
USCWA
677
U.S. Capital Wealth Advisors
Texas
$4.33M +$516K +2,661 +14%
ECG
678
Edge Capital Group
Georgia
$4.31M -$24.4K -126 -0.6%
ATFA
679
All Terrain Financial Advisors
Minnesota
$4.3M -$63.4K -327 -1%
LS
680
Leelyn Smith
Illinois
$4.28M +$164K +845 +4%
WSC
681
Wellington Shields & Co
New York
$4.27M
NMIMC
682
Northwestern Mutual Investment Management Company
Wisconsin
$4.27M -$17.3K -89 -0.4%
BZWA
683
Blue Zone Wealth Advisors
California
$4.25M +$147K +758 +4%
RPC
684
Rossmore Private Capital
Connecticut
$4.21M -$18.4K -95 -0.4%
SC
685
Sawyer & Company
Massachusetts
$4.2M +$35.5K +183 +0.9%
Vontobel Holding
686
Vontobel Holding
Switzerland
$4.2M +$564K +2,909 +16%
PIM
687
Penobscot Investment Management
Massachusetts
$4.19M -$281K -1,450 -6%
BCWM
688
Bartlett & Co Wealth Management
Ohio
$4.18M -$498K -2,567 -11%
CIA
689
Concurrent Investment Advisors
Florida
$4.16M +$536K +2,764 +15%
GPTE
690
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.16M
NAMA
691
Nikko Asset Management Americas
New York
$4.15M -$283K -1,459 -6%
SBIA
692
Sheaff Brock Investment Advisors
Indiana
$4.15M -$144K -740 -3%
HC
693
Hendley & Co
Ohio
$4.09M +$94.6K +488 +2%
MBTD
694
Mechanics Bank - Trust Department
California
$4.09M +$61.3K +316 +2%
AF
695
Arrow Financial
New York
$4.07M -$161K -830 -4%
PVI
696
Pine Valley Investments
New Jersey
$4.07M +$77.4K +399 +2%
GWMIA
697
Global Wealth Management Investment Advisory
Florida
$4.06M +$132K +682 +3%
WP
698
Woodline Partners
California
$4.06M +$4.04M +20,847 New
TCOO
699
Trust Company of Oklahoma
Oklahoma
$4.05M +$85.5K +441 +2%
BMCM
700
Bryn Mawr Capital Management
Pennsylvania
$4.03M -$3.69K -19 -0.1%

HON Hedge Fund Activity: Q3 2024 in Review

2,497 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q3 2024, worth a combined $104B — down 3.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HON positions and 112 closed out — a net gain of 51 holders — while 998 added to existing stakes and 954 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $593M. The largest seller was T. Rowe Price Associates, cutting an estimated $995M.

  • 2,497 institutional investors held Honeywell (HON) as of Q3 2024, up from 2,478 in Q2 2024.
  • Funds reported $104B of Honeywell stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 163 funds opened new Honeywell positions in Q3 2024 and 112 closed out, a net change of +51 holders.
  • The largest Honeywell buyer in Q3 2024 was JP Morgan Chase, an estimated $593M added.
  • The largest Honeywell seller in Q3 2024 was T. Rowe Price Associates, an estimated $995M sold.

Based on aggregated 13F filings for Q3 2024.