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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
IB
901
Intrust Bank
Kansas
$2.47M +$199K +1,103 +10%
CWMU
902
Caliber Wealth Management (Utah)
Utah
$2.46M +$67.4K +374 +3%
PG
903
Patten Group
Tennessee
$2.45M +$9.92K +55 +0.4%
CIA
904
Capital Investment Advisors
Georgia
$2.45M -$70.5K -391 -3%
SCM
905
Schnieders Capital Management
California
$2.45M +$81.3K +451 +4%
BO
906
Bank OZK
Arkansas
$2.44M -$58.4K -324 -3%
MVA
907
Mount Vernon Associates
Maryland
$2.44M -$25.8K -143 -1%
JWCA
908
J.W. Cole Advisors
Florida
$2.43M +$346K +1,918 +18%
HWA
909
HCR Wealth Advisors
California
$2.43M +$302K +1,676 +16%
OPA
910
Old Port Advisors
Maine
$2.43M -$42.7K -237 -2%
ST
911
Spinnaker Trust
Maine
$2.42M
Marshall Wace
912
Marshall Wace
United Kingdom
$2.41M -$84.8M -470,223 -97%
WF
913
Welch & Forbes
Massachusetts
$2.41M -$405K -2,248 -16%
CCM
914
Coldstream Capital Management
Washington
$2.41M +$291K +1,614 +15%
APWM
915
Atlas Private Wealth Management
New York
$2.41M +$82.4K +457 +4%
CW
916
CIC Wealth
Maryland
$2.41M +$23.6K +131 +1%
WWM
917
Western Wealth Management
Colorado
$2.39M -$62.9K -349 -3%
ECM
918
Evergreen Capital Management
Washington
$2.38M +$34.4K +191 +2%
GI
919
GS Investments
Minnesota
$2.38M
WIM
920
Weitz Investment Management
Nebraska
$2.37M
SM
921
STF Management
Texas
$2.36M +$81.5K +452 +4%
Fiera Capital (Canada)
922
Fiera Capital (Canada)
Quebec, Canada
$2.36M -$10.6K -59 -0.5%
SAM
923
Sawgrass Asset Management
Florida
$2.35M -$51.6K -286 -2%
RMAM
924
Raab & Moskowitz Asset Management
New Jersey
$2.34M +$17.1K +95 +0.8%
NP
925
NorthRock Partners
Minnesota
$2.33M +$276K +1,530 +15%

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.