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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
SFA
801
Souders Financial Advisors
Ohio
$3.24M +$26.9K +149 +0.9%
CAM
802
Columbia Asset Management
Michigan
$3.23M -$43.3K -240 -1%
PWLP
803
Prio Wealth Limited Partnership
Massachusetts
$3.23M +$110K +609 +4%
HW
804
Hancock Whitney
Mississippi
$3.22M -$37K -205 -1%
PWM
805
Perigon Wealth Management
California
$3.22M +$684K +3,794 +30%
VIA
806
Vickerman Investment Advisors
Washington
$3.19M -$1.26K -7 -0%
MCB
807
Morton Community Bank
Illinois
$3.16M +$2.88M +15,982 New
WDA
808
Wendell David Associates
New Hampshire
$3.16M -$673K -3,734 -19%
HDIM
809
Hanson & Doremus Investment Management
Vermont
$3.15M +$182K +1,012 +7%
KFBMI
810
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.15M
ECU
811
Eisler Capital (UK)
United Kingdom
$3.13M -$9.39M -52,074 -77%
TI
812
Tidal Investments
Wisconsin
$3.1M +$855K +4,741 +43%
RF
813
Robbins Farley
New Hampshire
$3.1M +$198K +1,096 +8%
TCOT
814
Trust Company of Toledo
Ohio
$3.1M -$65.3K -362 -2%
RBA
815
Richard Bernstein Advisors
New York
$3.09M -$718K -3,982 -20%
FMB
816
Field & Main Bank
Kentucky
$3.09M -$2.52K -14 -0.1%
LOIM
817
Liberty One Investment Management
Illinois
$3.09M +$166K +922 +6%
TPI
818
Trust Point Inc
Wisconsin
$3.09M +$2.81M +15,608 New
HIA
819
Harbor Investment Advisory
Maryland
$3.08M -$72.8K -404 -3%
OIA
820
OneDigital Investment Advisors
Kansas
$3.08M +$401K +2,225 +17%
SAM
821
Silvercrest Asset Management
New York
$3.06M +$74.6K +414 +3%
AWAM
822
Appian Way Asset Management
New York
$3.04M -$153K -848 -5%
IMRF
823
Illinois Municipal Retirement Fund
Illinois
$3.04M -$1.36M -7,570 -33%
CAL
824
Capital Analysts LLC
Pennsylvania
$3.04M -$64.7K -359 -2%
AC
825
Asio Capital
Kentucky
$3.03M +$60.9K +338 +2%

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.