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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
RC
851
Roundview Capital
New Jersey
$2.93M -$497K -2,754 -16%
FCBT
852
First Citizens Bank & Trust
North Carolina
$2.92M +$887K +4,918 +50%
GWWM
853
Great Waters Wealth Management
Minnesota
$2.92M -$116K -646 -4%
EP
854
Edgestream Partners
New Jersey
$2.9M +$1.65M +9,130 +165%
MWM
855
Mission Wealth Management
California
$2.88M +$173K +961 +7%
LTI
856
Laffer Tengler Investments
Tennessee
$2.86M +$496K +2,749 +23%
LNC
857
Lincoln National Corp
Pennsylvania
$2.86M +$90.5K +502 +4%
ANTB
858
AMG National Trust Bank
Colorado
$2.86M +$954K +5,292 +58%
NIG
859
NFJ Investment Group
Texas
$2.85M -$295K -1,637 -10%
NSEDCP
860
NJ State Employees Deferred Compensation Plan
New Jersey
$2.85M
ECM
861
EagleClaw Capital Management
Massachusetts
$2.84M -$22.9K -127 -0.9%
MSAM
862
Moloney Securities Asset Management
Missouri
$2.84M -$76.8K -426 -3%
SPC
863
Sigma Planning Corp
Michigan
$2.82M -$2.67M -14,794 -51%
B
864
Bailard
California
$2.82M +$60.4K +335 +2%
RPWA
865
Regent Peak Wealth Advisors
Georgia
$2.81M +$108K +600 +4%
MWM
866
Modera Wealth Management
New Jersey
$2.79M -$88.5K -491 -3%
PA
867
Procyon Advisors
Connecticut
$2.76M +$44.2K +245 +2%
FWM
868
Fairhaven Wealth Management
Illinois
$2.72M +$363K +2,016 +17%
SFG
869
SevenBridge Financial Group
Pennsylvania
$2.72M +$6.49K +36 +0.3%
WAM
870
Werlinich Asset Management
Connecticut
$2.71M -$49.9K -277 -2%
CT
871
Chicago Trust
Illinois
$2.69M -$403K -2,236 -14%
CA
872
Clearstead Advisors
Ohio
$2.67M -$3.49M -19,382 -59%
BMC
873
Beaton Management Company
Massachusetts
$2.65M -$204K -1,132 -8%
PAM
874
Panagora Asset Management
Massachusetts
$2.64M -$25.9M -143,884 -92%
WCM
875
Wunderlich Capital Managemnt
Tennessee
$2.64M -$51.7K -287 -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.