We are live on ! Find out more
HON icon

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
FTWA
926
Fifth Third Wealth Advisors
Ohio
$2.33M +$182K +1,007 +9%
AssetMark Inc
927
AssetMark Inc
California
$2.33M +$104K +576 +5%
EPW
928
Evergreen Private Wealth
Colorado
$2.32M +$2.12M +11,739 New
CB
929
Community Bank
New York
$2.32M -$103K -572 -5%
TFA
930
Toth Financial Advisory
Virginia
$2.31M -$34.4K -191 -2%
CAAS
931
Capital Asset Advisory Services
Michigan
$2.29M +$246K +1,363 +13%
SPG
932
Strategic Planning Group
Utah
$2.29M +$2.09M +11,565 New
KF
933
Krilogy Financial
Missouri
$2.28M -$312K -1,728 -13%
PS
934
Principal Securities
Iowa
$2.28M +$2.08M +11,533 New
MFC
935
Mechanics Financial Corp
Ohio
$2.27M +$32.5K +180 +2%
CGL
936
Clarius Group LLC
Washington
$2.26M +$731K +4,052 +55%
GF
937
Gries Financial
Ohio
$2.25M +$2.06M +11,411 New
EFS
938
Essex Financial Services
Connecticut
$2.24M -$184K -1,021 -8%
FBC
939
Fairfield, Bush & Co
Connecticut
$2.24M -$46.7K -259 -2%
WIA
940
World Investment Advisors
California
$2.23M +$2.03M +11,271 New
FWP
941
FAS Wealth Partners
Kansas
$2.23M +$299K +1,658 +17%
PH
942
Pinnacle Holdings
Oklahoma
$2.21M +$1.8K +10 +0.1%
BLC
943
Brown, Lisle/Cummings
Rhode Island
$2.21M +$121K +669 +6%
GP
944
Greenline Partners
New York
$2.21M -$34.8K -193 -2%
DIP
945
DT Investment Partners
Pennsylvania
$2.21M
CAS
946
Coppell Advisory Solutions
Texas
$2.21M +$704K +3,902 +54%
GRP
947
Global Retirement Partners
California
$2.2M -$95.9K -532 -4%
GIA
948
Guyasuta Investment Advisors
Pennsylvania
$2.19M +$240K +1,330 +14%
EI
949
Ethic Inc
New York
$2.19M +$766K +4,249 +62%
FSA
950
Fort Sheridan Advisors
Illinois
$2.18M -$406K -2,251 -17%

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.