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
KJHP
1451
K.J. Harrison & Partners
Ontario, Canada
$291K -$2.05M -15,046 -87%
NFA
1452
Nuveen Fund Advisors
Illinois
$291K -$292K -2,136 -48%
PCAP
1453
Pratt Collard Advisory Partners
New York
$291K -$13.8K -101 -4%
LBC
1454
Lawrence B. Cohen
$290K -$28.8K -211 -8%
GFS
1455
GYL Financial Synergies
Connecticut
$290K +$318K +2,329 New
NG
1456
Northstar Group
New York
$288K -$103K -754 -25%
ESB
1457
Essex Savings Bank
Connecticut
$288K +$316K +2,314 New
LI
1458
Lafayette Investments
Maryland
$287K -$28.8K -211 -8%
LC
1459
Lourd Capital
California
$287K -$2.05K -15 -0.6%
BCCM
1460
Bridge Creek Capital Management
Massachusetts
$287K +$94.5K +692 +43%
RAM
1461
Riggs Asset Management
Pennsylvania
$284K -$13.5K -99 -4%
MWP
1462
Moller Wealth Partners
$282K +$297K +2,176 New
FNC
1463
First National Corp
Massachusetts
$281K +$308K +2,259 New
RT
1464
Rockland Trust
Massachusetts
$280K -$34.4K -252 -10%
PWPS
1465
Pinnacle Wealth Planning Services
Ohio
$279K -$166K -1,218 -35%
CPIA
1466
Cornell Pochily Investment Advisors
New York
$279K +$1.77K +13 +0.6%
GLI
1467
Guardian Life Insurance
New York
$278K -$12K -88 -4%
FPA
1468
First Pacific Advisors
California
$277K -$1.07M -7,846 -78%
FEM
1469
Fulcrum Equity Management
Texas
$277K +$304K +2,228 New
EIA
1470
Edgemoor Investment Advisors
Maryland
$274K -$13K -95 -4%
VNB
1471
Virginia National Bank
Virginia
$274K -$13K -95 -4%
CBA
1472
Coastal Bridge Advisors
Connecticut
$274K -$12.4K -91 -4%
GEM
1473
Global Endowment Management
North Carolina
$273K -$154K -1,125 -34%
EWM
1474
Empirical Wealth Management
Washington
$273K +$299K +2,189 New
CIM
1475
Confluence Investment Management
Missouri
$272K -$29.6K -217 -9%

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.