We are live on ! Find out more
HON icon

Honeywell

1,806 hedge funds and large institutions have $72.6B invested in Honeywell in 2018 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 384 increasing their positions, 1,219 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 119

57% more call options, than puts

Call options by funds: $726M | Put options by funds: $463M

4% more funds holding

Funds holding: 1,7411,806 (+65)

0.4% more ownership

Funds ownership: 78.82%79.22% (+0.4%)

18% less capital invested

Capital invested by funds: $88B → $72.6B (-$15.4B)

18% less funds holding in top 10

Funds holding in top 10: 9275 (-17)

68% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 1,219

Holders
1,806
Holders Change
+65
Holders Change %
+3.73%
% of All Funds
40.23%
Holding in Top 10
75
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.48%
% of All Funds
1.67%
New
202
Increased
384
Reduced
1,219
Closed
119
Calls
$726M
Puts
$463M
Net Calls
+$264M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1326
Sadoff Investment Management
Wisconsin
$397K -$56.4K -413 -11%
WOC
1327
West Oak Capital
California
$396K -$34K -249 -7%
TSW
1328
Thompson Siegel & Walmsley
Virginia
$396K -$68K -498 -14%
CFA
1329
Carroll Financial Associates
North Carolina
$396K -$33.9K -248 -7%
OSNBOA
1330
Old Second National Bank of Aurora
Illinois
$393K -$41.5K -304 -9%
ISB
1331
Iowa State Bank
Iowa
$393K -$12.7K -93 -3%
PFGIA
1332
Patriot Financial Group Insurance Agency
Massachusetts
$391K +$25.4K +186 +6%
AA
1333
Apriem Advisors
California
$389K -$17.3K -127 -4%
KFP
1334
KMG Fiduciary Partners
Ohio
$389K +$426K +3,121 New
TA
1335
Townsend & Associates
Colorado
$388K -$2.87K -21 -0.7%
QPWM
1336
Quadrant Private Wealth Management
Pennsylvania
$388K +$31.3K +229 +8%
TTWM
1337
TCV Trust & Wealth Management
Virginia
$385K -$29.6K -217 -7%
MC
1338
Miles Capital
Iowa
$384K -$15K -110 -3%
CB
1339
CNB Bank
Pennsylvania
$384K +$48.1K +352 +13%
WCWM
1340
Willow Creek Wealth Management
California
$383K -$18.2K -133 -4%
QAM
1341
Quantres Asset Management
Cayman Islands
$383K +$420K +3,077 New
CPIG
1342
Chicago Partners Investment Group
Illinois
$380K -$108K -791 -21%
AIC
1343
Argus Investors Counsel
New York
$378K +$38.8K +284 +10%
MCIA
1344
Mountain Capital Investment Advisors
Colorado
$376K -$16.5K -121 -4%
EWA
1345
Exencial Wealth Advisors
Oklahoma
$376K +$187K +1,371 +83%
APW
1346
Acima Private Wealth
Virginia
$373K +$409K +2,994 New
VHAM
1347
Van Hulzen Asset Management
California
$370K -$53.6K -393 -12%
NEPWA
1348
New England Private Wealth Advisors
Massachusetts
$370K +$683 +5 +0.2%
ACM
1349
AlphaStar Capital Management
North Carolina
$369K -$1.5K -11 -0.4%
WC
1350
Woodstock Corp
Massachusetts
$368K -$32.6K -239 -7%

HON Hedge Fund Activity: Q4 2018 in Review

1,806 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q4 2018, worth a combined $72.6B — down 18% from $88B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new HON positions and 119 closed out — a net gain of 83 holders — while 384 added to existing stakes and 1,219 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $3.44B. The largest seller was T. Rowe Price Associates, cutting an estimated $761M.

  • 1,806 institutional investors held Honeywell (HON) as of Q4 2018, up from 1,741 in Q3 2018.
  • Funds reported $72.6B of Honeywell stock for Q4 2018, down 18% quarter-over-quarter.
  • 202 funds opened new Honeywell positions in Q4 2018 and 119 closed out, a net change of +83 holders.
  • The largest Honeywell buyer in Q4 2018 was Massachusetts Financial Services, an estimated $3.44B added.
  • The largest Honeywell seller in Q4 2018 was T. Rowe Price Associates, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2018.