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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
TG
951
TCW Group
California
$2.18M +$1.99M +11,052 New
PDM
952
Penn Davis McFarland
Texas
$2.18M -$15.3K -85 -0.8%
FHB
953
First Hawaiian Bank
Hawaii
$2.17M -$166K -922 -8%
CA
954
Claro Advisors
Massachusetts
$2.17M +$4.87K +27 +0.2%
LWA
955
Lineweaver Wealth Advisors
Ohio
$2.16M +$948K +5,256 +93%
MCCP
956
Mission Creek Capital Partners
California
$2.16M -$37.1K -206 -2%
CC
957
Chicago Capital
Illinois
$2.16M -$11.7K -65 -0.6%
CFD
958
Creative Financial Designs
Indiana
$2.15M -$41.8K -232 -2%
USCWA
959
U.S. Capital Wealth Advisors
Texas
$2.14M -$473K -2,623 -19%
AFG
960
Alterity Financial Group
Maine
$2.14M -$36.2K -201 -2%
WPC
961
White Pine Capital
Minnesota
$2.13M -$112K -620 -5%
MTIC
962
Missouri Trust & Investment Company
Missouri
$2.13M +$117K +651 +6%
DA
963
Dillon & Associates
Michigan
$2.13M -$481K -2,670 -20%
WSCM
964
Wellington Shields Capital Management
New York
$2.13M
HA
965
Harfst & Associates
Wyoming
$2.13M -$34.1K -189 -2%
SSWM
966
Sheets Smith Wealth Management
North Carolina
$2.12M +$9.38K +52 +0.5%
FIM
967
Fruth Investment Management
Texas
$2.12M -$33K -183 -2%
SPIS
968
Steward Partners Investment Solutions
Oregon
$2.11M +$1.93M +10,700 New
CRC
969
Curi RMB Capital
Illinois
$2.11M +$49.4K +274 +3%
NSIM
970
North Star Investment Management
Illinois
$2.11M -$5.41K -30 -0.3%
BOSSRA
971
B.O.S.S. Retirement Advisors
Utah
$2.1M +$256K +1,420 +15%
EF
972
Empowered Funds
Pennsylvania
$2.1M +$235K +1,303 +14%
CF
973
Canoe Financial
Alberta, Canada
$2.1M
RC
974
RBF Capital
California
$2.1M
JSC
975
Jackson Square Capital
California
$2.1M -$18.9K -105 -1%

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.