We are live on ! Find out more
HON icon

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
FAM
1476
Formidable Asset Management
Ohio
$690K +$186 +1 +0%
CSWG
1477
Cardinal Strategic Wealth Guidance
Kentucky
$690K -$13.7K -74 -2%
LWAM
1478
Legacy Wealth Asset Management
Minnesota
$690K -$2.42K -13 -0.4%
BOM
1479
Bank of Marin
California
$686K -$64.1K -345 -9%
BCG
1480
Breakwater Capital Group
New Jersey
$686K +$8.91K +48 +1%
KWMG
1481
King Wealth Management Group
Florida
$683K +$13K +70 +2%
TCM
1482
Traynor Capital Management
Pennsylvania
$683K -$117K -629 -15%
AFG
1483
Atomi Financial Group
New York
$682K +$37.3K +201 +6%
CSA
1484
Cottage Street Advisors
Massachusetts
$681K +$6.69K +36 +1%
CRIG
1485
Charter Research & Investment Group
Connecticut
$679K
AWM
1486
Accurate Wealth Management
Florida
$679K +$64.6K +348 +11%
PG
1487
Prostatis Group
Maryland
$674K +$123M +662,694 +18,367%
CWM
1488
Centric Wealth Management
Illinois
$672K +$2.42K +13 +0.4%
CA
1489
Cornerstone Advisory
Maryland
$672K -$189K -1,018 -23%
GS
1490
GTS Securities
New York
$671K +$637K +3,432 New
BSB
1491
Bangor Savings Bank
Maine
$670K -$3.34K -18 -0.5%
MHIC
1492
Marble Harbor Investment Counsel
Massachusetts
$669K -$9.29K -50 -1%
WAS
1493
WESPAC Advisors SoCal
California
$668K
GWM
1494
Gitterman Wealth Management
New Jersey
$666K
MPIA
1495
Mountain Pacific Investment Advisers
Idaho
$666K
IDBONY
1496
Israel Discount Bank of New York
New York
$665K -$99.7K -537 -14%
CSI
1497
Cross Staff Investments
New York
$664K +$186 +1 +0%
AWA
1498
ARQ Wealth Advisors
Arizona
$664K -$1.3K -7 -0.2%
MAM
1499
Meeder Asset Management
Ohio
$663K -$73.7K -397 -10%
LI
1500
Lafayette Investments
Maryland
$662K

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.