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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
NS
751
NBC Securities
Alabama
$3.66M -$91.8K -509 -3%
TFS
752
Thoroughbred Financial Services
Tennessee
$3.65M -$118K -653 -3%
VCA
753
Verdence Capital Advisors
Maryland
$3.65M +$44.7K +248 +1%
HCM
754
Hilton Capital Management
New York
$3.64M +$3.32M +18,418 New
ECM
755
Exchange Capital Management
Michigan
$3.64M -$63.5K -352 -2%
NPP
756
New Potomac Partners
Maryland
$3.62M -$4.69K -26 -0.1%
DT
757
Diversified Trust
Tennessee
$3.62M -$307K -1,703 -9%
IA
758
IFP Advisors
Florida
$3.61M -$439K -2,437 -12%
FI
759
FJ Investments
Utah
$3.61M +$3.29M +18,249 New
CNBT
760
Canandaigua National Bank & Trust
New York
$3.58M -$39.1K -217 -1%
BMA
761
Brooks Moore & Associates
Tennessee
$3.58M -$8.65K -48 -0.3%
LNWWM
762
Laird Norton Wetherby Wealth Management
California
$3.58M -$206K -1,144 -6%
WPW
763
Waldron Private Wealth
Pennsylvania
$3.57M +$11K +61 +0.3%
VIP
764
Vista Investment Partners
Oklahoma
$3.55M +$3.24M +17,978 New
SF
765
Summit Financial
New Jersey
$3.55M -$26.9K -149 -0.8%
SFP
766
Shepherd Financial Partners
Massachusetts
$3.54M +$6.67K +37 +0.2%
IIM
767
Ipswich Investment Management
Massachusetts
$3.54M +$60.6K +336 +2%
HCA
768
Harbor Capital Advisors
Illinois
$3.53M -$3.97K -22 -0.1%
OGC
769
Oak Grove Capital
New Hampshire
$3.53M +$237K +1,315 +8%
COI
770
Connable Office Inc
Michigan
$3.52M -$21.8K -121 -0.7%
LWANC
771
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.52M -$238K -1,321 -7%
HFBOT
772
Home Federal Bank of Tennessee
Tennessee
$3.51M -$2.88K -16 -0.1%
BBHC
773
Brown Brothers Harriman & Co
New York
$3.5M -$531K -2,943 -14%
AWM
774
Avior Wealth Management
Nebraska
$3.5M -$30.3K -168 -0.9%
GT
775
Glenview Trust
Kentucky
$3.48M +$9.56K +53 +0.3%

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.