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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
BFPW
876
BOK Financial Private Wealth
Colorado
$2.64M -$153K -851 -6%
MSS
877
Mitchell Sinkler & Starr
Pennsylvania
$2.63M +$250K +1,388 +12%
CAG
878
Csenge Advisory Group
Florida
$2.61M -$28.3K -157 -1%
FUBT
879
First United Bank & Trust
Maryland
$2.61M -$64.7K -359 -3%
GIA
880
Gladstone Institutional Advisory
Florida
$2.6M -$880K -4,882 -27%
SC
881
Syon Capital
California
$2.58M +$1.48M +8,198 +168%
NHT
882
New Hampshire Trust
New Hampshire
$2.58M -$142K -785 -6%
HCM
883
Hall Capital Management
Rhode Island
$2.58M -$37.7K -209 -2%
BHWM
884
Beaird Harris Wealth Management
Texas
$2.57M +$1.26K +7 +0.1%
CCG
885
Chatham Capital Group
Georgia
$2.57M +$28.8K +160 +1%
LWMM
886
Legacy Wealth Management (Mississippi)
Mississippi
$2.57M +$22.9K +127 +1%
SDWIA
887
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.56M -$60.9K -338 -3%
CSPIA
888
Cary Street Partners Investment Advisory
Virginia
$2.55M +$349K +1,935 +18%
HI
889
Harbour Investments
Wisconsin
$2.54M +$81.7K +453 +4%
CTC
890
Cetera Trust Company
Minnesota
$2.52M +$2.3M +12,774 New
HI
891
Horizon Investments
North Carolina
$2.52M -$723K -4,011 -24%
PIA
892
Petredis Investment Advisors
Pennsylvania
$2.52M -$71.9K -399 -3%
WS
893
Wedbush Securities
California
$2.52M -$186K -1,029 -7%
TC
894
TownSquare Capital
Utah
$2.52M -$313K -1,734 -12%
ZF
895
Zhang Financial
Michigan
$2.52M -$11.9K -66 -0.5%
ST
896
Smithfield Trust
Pennsylvania
$2.49M +$98.4K +546 +5%
BWM
897
BigSur Wealth Management
Florida
$2.49M +$4.51K +25 +0.2%
Acadian Asset Management
898
Acadian Asset Management
Massachusetts
$2.48M -$67.3K -373 -3%
CCT
899
Chemung Canal Trust
New York
$2.47M -$721 -4 -0%
WI
900
Wintrust Investments
Illinois
$2.47M +$238K +1,318 +12%

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.