Honeywell
1,063 hedge funds and large institutions have $58.3B invested in Honeywell in 2013 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 343 increasing their positions, 432 reducing their positions, and 49 closing their positions.
167% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 49
10% more capital invested
Capital invested by funds: $53.1B → $58.3B (+$5.18B)
7% more funds holding
Funds holding: 992 → 1,063 (+71)
2% more funds holding in top 10
Funds holding in top 10: 46 → 47 (+1)
0.25% less ownership
Funds ownership: 90.78% → 90.53% (-0.25%)
21% less repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 432
30% less call options, than puts
Call options by funds: $311M | Put options by funds: $447M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$132M |
| 2 |
State Street
Boston,
Massachusetts
|
+$114M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$93.1M |
| 4 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$83.2M |
| 5 |
ASC
Atalanta Sosnoff Capital
New York
|
+$76.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$128M |
| 2 |
JP Morgan Chase
New York
|
-$118M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$106M |
| 4 |
Citigroup
New York
|
-$69.5M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$69.1M |
HON Hedge Fund Activity: Q4 2013 in Review
1,063 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q4 2013, worth a combined $58.3B — up 9.8% from $53.1B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new HON positions and 49 closed out — a net gain of 82 holders — while 343 added to existing stakes and 432 trimmed.
The largest buyer was Amundi Asset Management US, adding an estimated $132M. The largest seller was OppenheimerFunds, cutting an estimated $128M.
- 1,063 institutional investors held Honeywell (HON) as of Q4 2013, up from 992 in Q3 2013.
- Funds reported $58.3B of Honeywell stock for Q4 2013, up 9.8% quarter-over-quarter.
- 131 funds opened new Honeywell positions in Q4 2013 and 49 closed out, a net change of +82 holders.
- The largest Honeywell buyer in Q4 2013 was Amundi Asset Management US, an estimated $132M added.
- The largest Honeywell seller in Q4 2013 was OppenheimerFunds, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2013.