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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
BSA
826
Bull Street Advisors
Georgia
$3.02M +$3.79K +21 +0.1%
WR
827
WD Rutherford
Oregon
$3.02M -$35.3K -196 -1%
PVI
828
Pine Valley Investments
New Jersey
$3.02M +$204K +1,132 +8%
SIAG
829
Signet Investment Advisory Group
Rhode Island
$3.01M +$91.4K +507 +3%
Public Sector Pension Investment Board (PSP Investments)
830
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.01M -$10.9M -60,227 -80%
D.E. Shaw & Co
831
D.E. Shaw & Co
New York
$3.01M -$69.2M -384,084 -96%
SIAP
832
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.01M -$1.44K -8 -0.1%
PWS
833
Peloton Wealth Strategists
Indiana
$3M -$63.1K -350 -2%
KNW
834
Kesler Norman & Wride
Utah
$3M -$88.3K -490 -3%
AG
835
AlTi Global
New York
$3M +$2.73M +15,167 New
GI
836
GLOBALT Investments
Georgia
$2.99M +$2.73M +15,134 New
CHC
837
City Holding Co
West Virginia
$2.99M -$177K -982 -6%
TMAM
838
Tokio Marine Asset Management
Japan
$2.98M +$117K +648 +4%
CFG
839
Citizens Financial Group
Rhode Island
$2.97M +$460K +2,551 +20%
BA
840
Bristlecone Advisors
Washington
$2.97M -$50.5K -280 -2%
S
841
SignatureFD
Georgia
$2.97M +$50.8K +282 +2%
EBT
842
Enterprise Bank & Trust
Massachusetts
$2.97M +$302K +1,675 +13%
HT
843
Headlands Technologies
Illinois
$2.96M -$3.98M -22,061 -60%
GFA
844
Gifford Fong Associates
California
$2.96M
CIA
845
Concurrent Investment Advisors
Florida
$2.95M +$2.69M +14,935 New
SCP
846
Shorepoint Capital Partners
Massachusetts
$2.94M +$274K +1,522 +11%
HIC
847
Holderness Investments Company
North Carolina
$2.94M +$16.2K +90 +0.6%
DIA
848
Dana Investment Advisors
Wisconsin
$2.94M +$5.41K +30 +0.2%
VI
849
Vestcor Inc
New Brunswick, Canada
$2.94M -$29K -161 -1%
MNBTD
850
Moody National Bank Trust Division
Texas
$2.94M -$1.56M -8,634 -37%

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.