Honeywell
1,437 hedge funds and large institutions have $67B invested in Honeywell in 2016 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 486 increasing their positions, 772 reducing their positions, and 72 closing their positions.
135% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 72
79% more call options, than puts
Call options by funds: $761M | Put options by funds: $425M
5% more funds holding
Funds holding: 1,367 → 1,437 (+70)
1% more capital invested
Capital invested by funds: $66.6B → $67B (+$424M)
1.02% less ownership
Funds ownership: 85% → 83.98% (-1%)
17% less funds holding in top 10
Funds holding in top 10: 75 → 62 (-13)
37% less repeat investments, than reductions
Existing positions increased: 486 | Existing positions reduced: 772
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$860M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$405M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$325M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$309M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$210M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$616M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$528M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$503M |
| 4 |
Lazard Asset Management
New York
|
-$207M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$182M |
HON Hedge Fund Activity: Q4 2016 in Review
1,437 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q4 2016, worth a combined $67B — up 0.64% from $66.6B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new HON positions and 72 closed out — a net gain of 97 holders — while 486 added to existing stakes and 772 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $860M. The largest seller was Wellington Management Group, cutting an estimated $616M.
- 1,437 institutional investors held Honeywell (HON) as of Q4 2016, up from 1,367 in Q3 2016.
- Funds reported $67B of Honeywell stock for Q4 2016, up 0.64% quarter-over-quarter.
- 169 funds opened new Honeywell positions in Q4 2016 and 72 closed out, a net change of +97 holders.
- The largest Honeywell buyer in Q4 2016 was T. Rowe Price Associates, an estimated $860M added.
- The largest Honeywell seller in Q4 2016 was Wellington Management Group, an estimated $616M sold.
Based on aggregated 13F filings for Q4 2016.