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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
ASN
701
Advisory Services Network
Georgia
$4.18M +$336K +1,863 +10%
VVP
702
Venture Visionary Partners
Ohio
$4.18M +$197K +1,094 +5%
MP
703
McDonald Partners
Ohio
$4.18M +$164K +908 +4%
KCM
704
Kornitzer Capital Management
Kansas
$4.16M +$37.7K +209 +1%
HF
705
HRT Financial
New York
$4.15M -$6.32M -35,029 -63%
MFA
706
Mayflower Financial Advisors
Massachusetts
$4.15M -$88K -488 -2%
Kovitz Investment Group Partners
707
Kovitz Investment Group Partners
Illinois
$4.14M -$1.65M -9,128 -30%
AIM
708
ARK Investment Management
Florida
$4.14M -$204K -1,129 -5%
UF
709
Univest Financial
Pennsylvania
$4.13M -$64.9K -360 -2%
BG
710
Bollard Group
Massachusetts
$4.13M +$18K +100 +0.5%
BST
711
Bath Savings Trust
Maine
$4.12M -$96.6K -536 -3%
SC
712
Sawyer & Company
Massachusetts
$4.08M -$85.3K -473 -2%
BZWA
713
Blue Zone Wealth Advisors
California
$4.07M +$101K +560 +3%
SIA
714
Soltis Investment Advisors
Utah
$4.07M +$2.9M +16,081 +358%
GWM
715
Geneos Wealth Management
Colorado
$4.07M -$158K -878 -4%
KWA
716
Kingswood Wealth Advisors
California
$4.06M +$671K +3,723 +22%
ALAM
717
Asahi Life Asset Management
Japan
$4.03M -$1.92M -10,625 -34%
USAA
718
United Services Automobile Association
Texas
$4.03M -$5.05K -28 -0.1%
LS
719
Leelyn Smith
Illinois
$3.98M +$336K +1,861 +10%
SIC
720
SFE Investment Counsel
California
$3.96M +$93.9K +521 +3%
TPCW
721
TD Private Client Wealth
New York
$3.94M -$94.1K -522 -3%
PCTC
722
Perkins Coie Trust Company
Washington
$3.92M -$901 -5 -0%
BJL
723
Brighton Jones LLC
Washington
$3.91M +$94.8K +526 +3%
DPAM
724
Degroof Petercam Asset Management
Belgium
$3.9M +$3.56M +19,735 New
Assenagon Asset Management
725
Assenagon Asset Management
Luxembourg
$3.89M +$92.5K +513 +3%

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.