Honeywell
HON
1,204 hedge funds and large institutions have $63.5B invested in Honeywell in 2014 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 436 increasing their positions, 427 reducing their positions, and 46 closing their positions.
222% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 46
8% more funds holding
Funds holding: 1,114 → 1,204 (+90)
7% more capital invested
Capital invested by funds: $59.6B → $63.5B (+$3.89B)
4% more funds holding in top 10
Funds holding in top 10: 45 → 47 (+2)
2% more repeat investments, than reductions
Existing positions increased: 436 | Existing positions reduced: 427
0.61% less ownership
Funds ownership: 91.32% → 90.7% (-0.61%)
30% less call options, than puts
Call options by funds: $290M | Put options by funds: $418M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$271M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$125M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$120M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$86.1M |
| 5 |
MAM
Marketfield Asset Management
New York
|
+$80M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$360M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$332M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$263M |
| 4 |
Primecap Management
Pasadena,
California
|
-$129M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$98.3M |
HON Hedge Fund Activity: Q4 2014 in Review
1,204 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q4 2014, worth a combined $63.5B — up 6.5% from $59.6B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new HON positions and 46 closed out — a net gain of 102 holders — while 436 added to existing stakes and 427 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $271M. The largest seller was Fidelity Investments, cutting an estimated $360M.
- 1,204 institutional investors held Honeywell (HON) as of Q4 2014, up from 1,114 in Q3 2014.
- Funds reported $63.5B of Honeywell stock for Q4 2014, up 6.5% quarter-over-quarter.
- 148 funds opened new Honeywell positions in Q4 2014 and 46 closed out, a net change of +102 holders.
- The largest Honeywell buyer in Q4 2014 was JP Morgan Chase, an estimated $271M added.
- The largest Honeywell seller in Q4 2014 was Fidelity Investments, an estimated $360M sold.
Based on aggregated 13F filings for Q4 2014.