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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
NC
776
NovaPoint Capital
Georgia
$3.48M -$123K -681 -4%
BBA
777
BLB&B Advisors
Pennsylvania
$3.46M -$10.6K -59 -0.3%
KIA
778
KCM Investment Advisors
California
$3.44M -$6.49K -36 -0.2%
PK
779
Pflug Koory
Nebraska
$3.42M +$171K +948 +6%
HP
780
Hikari Power
Japan
$3.4M
RRA
781
Round Rock Advisors
Connecticut
$3.38M +$3.09M +17,121 New
TWA
782
TCI Wealth Advisors
Arizona
$3.36M +$7.75K +43 +0.3%
DWM
783
Darwin Wealth Management
Florida
$3.36M -$77.3K -429 -2%
TCA
784
Transcend Capital Advisors
New Jersey
$3.36M -$62.4K -346 -2%
BOC
785
Barbara Oil Co
Illinois
$3.36M
IWM
786
IHT Wealth Management
Illinois
$3.34M +$82K +455 +3%
Balyasny Asset Management
787
Balyasny Asset Management
Illinois
$3.34M -$222M -1,231,228 -99%
HT
788
Heritage Trust
Oklahoma
$3.33M +$41.1K +228 +1%
PWP
789
Principle Wealth Partners
Connecticut
$3.31M -$109K -602 -3%
PA
790
PFG Advisors
Arizona
$3.31M -$252K -1,395 -8%
LCM
791
Leisure Capital Management
California
$3.31M
PTC
792
Private Trust Company
Ohio
$3.29M -$30.8K -171 -1%
BFA
793
Bill Few Associates
Pennsylvania
$3.29M -$27.8K -154 -0.9%
WB
794
Webster Bank
Connecticut
$3.28M +$266K +1,476 +10%
FB
795
Fulton Bank
Pennsylvania
$3.25M +$51K +283 +2%
FTDI
796
First Trust Direct Indexing
Massachusetts
$3.25M +$359K +1,991 +14%
NERM
797
New England Research & Management
Illinois
$3.24M -$338K -1,874 -10%
IMCOOI
798
Investment Management Corp of Ontario (IMCO)
Canada
$3.24M +$2.96M +16,402 New
AAM
799
Advisors Asset Management
Colorado
$3.24M +$16.4K +91 +0.6%
BCB
800
Brian C. Broderick
$3.24M -$666K -3,695 -18%

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.