We are live on ! Find out more
HON icon

Honeywell

1,806 hedge funds and large institutions have $72.6B invested in Honeywell in 2018 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 384 increasing their positions, 1,219 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 119

57% more call options, than puts

Call options by funds: $726M | Put options by funds: $463M

4% more funds holding

Funds holding: 1,7411,806 (+65)

0.4% more ownership

Funds ownership: 78.82%79.22% (+0.4%)

18% less capital invested

Capital invested by funds: $88B → $72.6B (-$15.4B)

18% less funds holding in top 10

Funds holding in top 10: 9275 (-17)

68% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 1,219

Holders
1,806
Holders Change
+65
Holders Change %
+3.73%
% of All Funds
40.23%
Holding in Top 10
75
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.48%
% of All Funds
1.67%
New
202
Increased
384
Reduced
1,219
Closed
119
Calls
$726M
Puts
$463M
Net Calls
+$264M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
776
Reilly Financial Advisors
California
$2.07M +$122K +895 +6%
Tudor Investment Corp
777
Tudor Investment Corp
Connecticut
$2.06M +$2.26M +16,529 New
KCM
778
Karp Capital Management
California
$2.05M -$308K -2,257 -12%
CA
779
Cetera Advisors
Colorado
$2.01M -$420K -3,075 -16%
VNA
780
Valley National Advisers
Pennsylvania
$2M +$422K +3,092 +24%
SYBT
781
Stock Yards Bank & Trust
Kentucky
$2M -$156K -1,140 -7%
MCIM
782
Meadow Creek Investment Management
Georgia
$2M +$336K +2,458 +18%
FAM
783
Foothills Asset Management
Arizona
$1.99M -$110K -803 -5%
MAFM
784
Mid Atlantic Financial Management
Pennsylvania
$1.98M +$2.17M +15,932 New
RC
785
RBF Capital
California
$1.98M -$94.2K -690 -4%
PCM
786
Prelude Capital Management
New York
$1.97M +$2.16M +15,836 New
FHB
787
First Hawaiian Bank
Hawaii
$1.96M +$214K +1,568 +11%
Bessemer Group
788
Bessemer Group
New Jersey
$1.94M +$491K +3,596 +30%
KRSITF
789
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.94M +$956 +7 +0%
BRC
790
Bell Rock Capital
Delaware
$1.92M -$777K -5,693 -27%
HB
791
Homrich & Berg
Georgia
$1.92M +$92.4K +677 +5%
PCTC
792
Perkins Coie Trust Company
Washington
$1.92M +$230K +1,682 +12%
BWAM
793
Boyd Watterson Asset Management
Ohio
$1.91M -$93.2K -683 -4%
WS
794
Wedbush Securities
California
$1.91M +$32.9K +241 +2%
SVWA
795
Sound View Wealth Advisors
Georgia
$1.91M +$2.09M +15,311 New
TA
796
Tiedemann Advisors
New York
$1.9M +$523K +3,830 +33%
PAG
797
Private Advisory Group
Washington
$1.9M +$17.3K +127 +0.8%
BFM
798
Boston Financial Management
Massachusetts
$1.9M -$124K -911 -6%
WMG
799
WESCAP Management Group
California
$1.9M -$90.4K -662 -4%
MSFP
800
Mark Sheptoff Financial Planning
Connecticut
$1.89M -$70.7K -518 -3%

HON Hedge Fund Activity: Q4 2018 in Review

1,806 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q4 2018, worth a combined $72.6B — down 18% from $88B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new HON positions and 119 closed out — a net gain of 83 holders — while 384 added to existing stakes and 1,219 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $3.44B. The largest seller was T. Rowe Price Associates, cutting an estimated $761M.

  • 1,806 institutional investors held Honeywell (HON) as of Q4 2018, up from 1,741 in Q3 2018.
  • Funds reported $72.6B of Honeywell stock for Q4 2018, down 18% quarter-over-quarter.
  • 202 funds opened new Honeywell positions in Q4 2018 and 119 closed out, a net change of +83 holders.
  • The largest Honeywell buyer in Q4 2018 was Massachusetts Financial Services, an estimated $3.44B added.
  • The largest Honeywell seller in Q4 2018 was T. Rowe Price Associates, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2018.