Honeywell
992 hedge funds and large institutions have $53.1B invested in Honeywell in 2013 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 347 increasing their positions, 412 reducing their positions, and 22 closing their positions.
291% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 22
6% more funds holding
Funds holding: 936 → 992 (+56)
4% more capital invested
Capital invested by funds: $50.9B → $53.1B (+$2.25B)
0.27% less ownership
Funds ownership: 91.05% → 90.78% (-0.27%)
6% less funds holding in top 10
Funds holding in top 10: 49 → 46 (-3)
16% less repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 412
18% less call options, than puts
Call options by funds: $300M | Put options by funds: $366M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$193M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$190M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$75.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$58.5M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$46.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$257M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$248M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$133M |
| 4 |
TG
TCW Group
Los Angeles,
California
|
-$115M |
| 5 |
JP Morgan Chase
New York
|
-$114M |
HON Hedge Fund Activity: Q3 2013 in Review
992 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q3 2013, worth a combined $53.1B — up 4.4% from $50.9B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new HON positions and 22 closed out — a net gain of 64 holders — while 347 added to existing stakes and 412 trimmed.
The largest buyer was Franklin Resources, adding an estimated $193M. The largest seller was Bank of America, cutting an estimated $257M.
- 992 institutional investors held Honeywell (HON) as of Q3 2013, up from 936 in Q2 2013.
- Funds reported $53.1B of Honeywell stock for Q3 2013, up 4.4% quarter-over-quarter.
- 86 funds opened new Honeywell positions in Q3 2013 and 22 closed out, a net change of +64 holders.
- The largest Honeywell buyer in Q3 2013 was Franklin Resources, an estimated $193M added.
- The largest Honeywell seller in Q3 2013 was Bank of America, an estimated $257M sold.
Based on aggregated 13F filings for Q3 2013.