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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
SC
1451
Sepio Capital
Utah
$742K -$43.5K -234 -6%
SCA
1452
Sippican Capital Advisors
Massachusetts
$742K -$8.73K -47 -1%
LCS
1453
Levin Capital Strategies
New York
$741K
PCS
1454
Personal CFO Solutions
New Jersey
$740K -$6.87K -37 -1%
CPA
1455
Capital Planning Advisors
California
$735K +$18.8K +101 +3%
GIM
1456
Greylin Investment Management
Virginia
$731K -$46.2K -249 -6%
AC
1457
Avestar Capital
New York
$731K +$64.4K +347 +10%
KFP
1458
KMG Fiduciary Partners
Ohio
$729K -$929 -5 -0.1%
LPT
1459
Legacy Private Trust
Wisconsin
$722K +$144K +774 +27%
AI
1460
AXS Investments
New York
$721K -$141K -757 -17%
GC
1461
Garde Capital
Washington
$718K +$570K +3,069 +511%
1WA
1462
180 Wealth Advisors
Washington
$717K -$310K -1,667 -31%
FPCP
1463
Fort Point Capital Partners
California
$716K +$105K +563 +18%
AWG
1464
Altus Wealth Group
Colorado
$716K +$5.57K +30 +0.8%
IGWM
1465
ICA Group Wealth Management
Colorado
$715K -$27.9K -150 -4%
IIA
1466
Integral Investment Advisors
California
$710K +$2.04K +11 +0.3%
FMLI
1467
Fukoku Mutual Life Insurance
Japan
$710K
KIG
1468
Kennedy Investment Group
New Jersey
$706K -$35.8K -193 -5%
HFM
1469
Harvest Fund Management
China
$705K +$262K +1,411 +64%
FFA
1470
Farther Finance Advisors
California
$702K +$30.8K +166 +5%
RCM
1471
RB Capital Management
Nevada
$701K -$8.54K -46 -1%
CIG
1472
Cascade Investment Group
Colorado
$700K
ACI
1473
Alpha Cubed Investments
California
$699K +$41.6K +224 +7%
CBA
1474
Coastal Bridge Advisors
Connecticut
$698K +$22.3K +120 +3%
CCM
1475
Cohen Capital Management
California
$695K

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.