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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
EWM
1351
Endurance Wealth Management
Rhode Island
$131K -$61.2K -554 -32%
MBT
1352
Monroe Bank & Trust
Michigan
$130K -$75.3K -682 -37%
Carson Wealth (CWM LLC)
1353
Carson Wealth (CWM LLC)
Nebraska
$128K -$43.7K -396 -26%
IF
1354
Ironwood Financial
Arizona
$124K
PCP
1355
Proficio Capital Partners
Massachusetts
$124K +$41.6K +377 +57%
LJHT
1356
Laurie J. Hall Trustee
$124K
ZB
1357
Zions Bancorporation
Utah
$123K -$40K -362 -25%
MA
1358
MCF Advisors
Kentucky
$117K +$41K +371 +56%
GEA
1359
Glen Eagle Advisors
New Jersey
$117K
CAG
1360
Crestwood Advisors Group
Massachusetts
$111K +$103K +934 New
FWM
1361
Focused Wealth Management
New York
$106K -$1.55K -14 -1%
ACM
1362
Armbruster Capital Management
New York
$104K
ATC
1363
Adirondack Trust Company
New York
$102K
HCM
1364
Highlander Capital Management
New Jersey
$102K
MWM
1365
MinichMacGregor Wealth Management
New York
$102K +$331 +3 +0.3%
AF
1366
Allworth Financial
California
$101K +$442 +4 +0.4%
PFSC
1367
Peoples Financial Services Corp
Pennsylvania
$101K +$38.1K +345 +62%
SWA
1368
Sutton Wealth Advisors
Florida
$96.4K
First Eagle Investment Management
1369
First Eagle Investment Management
New York
$94K
ACM
1370
AUA Capital Management
Pennsylvania
$92K -$183K -1,660 -67%
QCG
1371
Quadrant Capital Group
Ohio
$92K +$9.16K +83 +10%
AIM
1372
Anchor Investment Management
South Carolina
$91.8K
JAM
1373
Jolley Asset Management
North Carolina
$91K
VIM
1374
Veritas Investment Management
United Kingdom
$91K
CGT
1375
Capital Guardian Trust
California
$90K -$161K -1,457 -65%

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.