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Honeywell

2,360 hedge funds and large institutions have $103B invested in Honeywell in 2023 Q2 according to their latest regulatory filings, with 179 funds opening new positions, 919 increasing their positions, 911 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 98

7% more capital invested

Capital invested by funds: $95.9B → $103B (+$7.03B)

3% more funds holding

Funds holding: 2,3012,360 (+59)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1% more repeat investments, than reductions

Existing positions increased: 919 | Existing positions reduced: 911

0.03% more ownership

Funds ownership: 79.12%79.15% (+0.03%)

26% less call options, than puts

Call options by funds: $855M | Put options by funds: $1.16B

Holders
2,360
Holders Change
+59
Holders Change %
+2.56%
% of All Funds
37.05%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.77%
New
179
Increased
919
Reduced
911
Closed
98
Calls
$855M
Puts
$1.16B
Net Calls
-$301M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
EB
1326
Exchange Bank
California
$967K +$918K +4,945 New
PWM
1327
Peterson Wealth Management
Nevada
$960K +$912K +4,909 New
CC
1328
Commons Capital
Massachusetts
$959K +$1.67K +9 +0.2%
CCG
1329
Cypress Capital Group
Florida
$958K +$929 +5 +0.1%
CWM
1330
Curi Wealth Management
North Carolina
$957K +$5.2K +28 +0.6%
PNAA
1331
Pictet North America Advisors
Switzerland
$949K
CS
1332
Comerica Securities
Michigan
$946K -$3.53K -19 -0.4%
AIA
1333
Alera Investment Advisors
Illinois
$945K +$50.1K +270 +6%
TW
1334
Transform Wealth
Colorado
$945K
CPC
1335
Congress Park Capital
New York
$944K
PWAM
1336
Pinnacle West Asset Management
Wyoming
$942K -$4.83K -26 -0.5%
FFM
1337
Forum Financial Management
Illinois
$941K +$283K +1,524 +46%
BA
1338
BCM Advisors
Louisiana
$939K
IPAM
1339
ICICI Prudential Asset Management
India
$939K +$48.8K +263 +6%
MSFS
1340
Main Street Financial Solutions
Pennsylvania
$936K +$24K +129 +3%
CCG
1341
Ceeto Capital Group
Florida
$934K -$8.73K -47 -1%
EM
1342
Excalibur Management
Massachusetts
$933K +$73.4K +395 +9%
CFS
1343
CRA Financial Services
New Jersey
$932K +$186 +1 +0%
DA
1344
DCM Advisors
New York
$931K
BTI
1345
Blue Trust Inc
Georgia
$928K -$1.22M -6,548 -56%
LA
1346
Legacy Advisors
Pennsylvania
$927K +$674K +3,630 +326%
AFG
1347
Allegheny Financial Group
Pennsylvania
$927K -$55.5K -299 -6%
PGA
1348
Portland Global Advisors
Maine
$924K -$108K -581 -11%
LAIC
1349
Lederer & Associates Investment Counsel
California
$924K +$40.7K +219 +5%
FCB
1350
First County Bank
Connecticut
$924K +$26.6K +143 +3%

HON Hedge Fund Activity: Q2 2023 in Review

2,360 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q2 2023, worth a combined $103B — up 7.3% from $95.9B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new HON positions and 98 closed out — a net gain of 81 holders — while 919 added to existing stakes and 911 trimmed.

The largest buyer was Franklin Resources, adding an estimated $271M. The largest seller was Capital World Investors, exiting entirely with an estimated $377M sold.

  • 2,360 institutional investors held Honeywell (HON) as of Q2 2023, up from 2,301 in Q1 2023.
  • Funds reported $103B of Honeywell stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 179 funds opened new Honeywell positions in Q2 2023 and 98 closed out, a net change of +81 holders.
  • The largest Honeywell buyer in Q2 2023 was Franklin Resources, an estimated $271M added.
  • The largest Honeywell seller in Q2 2023 was Capital World Investors, an estimated $377M sold.

Based on aggregated 13F filings for Q2 2023.