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Honeywell

1,473 hedge funds and large institutions have $72.6B invested in Honeywell in 2017 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 544 increasing their positions, 578 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 67

28% more call options, than puts

Call options by funds: $554M | Put options by funds: $432M

8% more capital invested

Capital invested by funds: $67B → $72.6B (+$5.62B)

2% more funds holding

Funds holding: 1,4381,473 (+35)

0.63% more ownership

Funds ownership: 83.98%84.61% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 6262 (0)

6% less repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 578

Holders
1,473
Holders Change
+35
Holders Change %
+2.43%
% of All Funds
36.66%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.54%
New
117
Increased
544
Reduced
578
Closed
67
Calls
$554M
Puts
$432M
Net Calls
+$122M
Net Calls Change
-$214M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1201
Stewart & Patten Company
California
$307K -$28.2K -255 -9%
IWM
1202
IHT Wealth Management
Illinois
$305K +$24.4K +221 +9%
WIC
1203
Whitegate Investment Counselors
New Hampshire
$301K
Aristotle Capital Management
1204
Aristotle Capital Management
California
$300K
Cetera Investment Advisers
1205
Cetera Investment Advisers
Illinois
$300K +$295K +2,672 New
CAMG
1206
CWA Asset Management Group
Florida
$298K +$292K +2,646 New
ITIM
1207
Indiana Trust & Investment Management
Indiana
$297K +$24.4K +221 +9%
SCI
1208
Stableford Capital II
Arizona
$296K +$290K +2,625 New
WA
1209
Wealth Architects
California
$294K
HR
1210
Howe & Rusling
New York
$294K +$2.98K +27 +1%
TBA
1211
Train Babcock Advisors
New York
$293K -$6.18K -56 -2%
CL
1212
CIM LLC
New York
$292K -$3.64K -33 -1%
PHAM
1213
Palisades Hudson Asset Management
Florida
$292K
PTC
1214
Philadelphia Trust Company
Pennsylvania
$291K +$285K +2,580 New
EGA
1215
E&G Advisors
Texas
$290K
PCA
1216
Personal Capital Advisors
California
$290K +$62K +561 +28%
KA
1217
Kovack Advisors
Florida
$288K -$110K -999 -28%
KWMG
1218
King Wealth Management Group
Florida
$288K
CCA
1219
Catalyst Capital Advisors
New York
$287K
NIMC
1220
NWQ Investment Management Company
California
$287K
HIIFS
1221
Harel Insurance Investments & Financial Services
Israel
$287K +$284K +2,574 New
PWMAG
1222
Pinnacle Wealth Management Advisory Group
New Jersey
$286K
BWFM
1223
Bridgewater Wealth & Financial Management
Maryland
$286K +$773 +7 +0.3%
IDBONY
1224
Israel Discount Bank of New York
New York
$285K -$210K -1,903 -43%
RAM
1225
Riggs Asset Management
Pennsylvania
$285K +$22K +199 +9%

HON Hedge Fund Activity: Q1 2017 in Review

1,473 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q1 2017, worth a combined $72.6B — up 8.4% from $67B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new HON positions and 67 closed out — a net gain of 50 holders — while 544 added to existing stakes and 578 trimmed.

The largest buyer was BlackRock, adding an estimated $5.18B. The largest seller was 1832 Asset Management, cutting an estimated $244M.

  • 1,473 institutional investors held Honeywell (HON) as of Q1 2017, up from 1,438 in Q4 2016.
  • Funds reported $72.6B of Honeywell stock for Q1 2017, up 8.4% quarter-over-quarter.
  • 117 funds opened new Honeywell positions in Q1 2017 and 67 closed out, a net change of +50 holders.
  • The largest Honeywell buyer in Q1 2017 was BlackRock, an estimated $5.18B added.
  • The largest Honeywell seller in Q1 2017 was 1832 Asset Management, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2017.