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Honeywell

2,497 hedge funds and large institutions have $104B invested in Honeywell in 2024 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 998 increasing their positions, 954 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 112

23% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $897M

5% more repeat investments, than reductions

Existing positions increased: 998 | Existing positions reduced: 954

1% more funds holding

Funds holding: 2,4782,497 (+19)

0.26% more ownership

Funds ownership: 81.74%82% (+0.26%)

3% less capital invested

Capital invested by funds: $107B → $104B (-$3.33B)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

Holders
2,497
Holders Change
+19
Holders Change %
+0.77%
% of All Funds
35.86%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.36%
New
163
Increased
998
Reduced
954
Closed
112
Calls
$1.1B
Puts
$897M
Net Calls
+$206M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1601
Perfromance Wealth Partners
Illinois
$585K +$117K +604 +25%
NG
1602
Norden Group
Utah
$585K +$72.9K +376 +14%
PWM
1603
PBMares Wealth Management
Virginia
$582K -$228K -1,174 -28%
FWA
1604
FSM Wealth Advisors
Ohio
$581K +$24.4K +126 +4%
RP
1605
Rice Partnership
Hawaii
$581K +$4.07K +21 +0.7%
TIA
1606
Traphagen Investment Advisors
New Jersey
$581K -$262K -1,350 -31%
NWAG
1607
Net Worth Advisory Group
Utah
$577K +$574K +2,961 New
MPIA
1608
Mountain Pacific Investment Advisers
Idaho
$575K -$175K -901 -23%
KFP
1609
KMG Fiduciary Partners
Ohio
$574K +$582 +3 +0.1%
MAWA
1610
Moss Adams Wealth Advisors
Washington
$574K +$107K +554 +23%
GA
1611
Geller Advisors
New York
$571K +$80.9K +417 +17%
MWA
1612
Miller Wealth Advisors
Colorado
$571K
HCMG
1613
Howard Capital Management Group
California
$571K +$35.7K +184 +7%
MCWA
1614
Meadow Creek Wealth Advisors
Georgia
$569K +$79.1K +408 +16%
LPT
1615
Legacy Private Trust
Wisconsin
$568K
TCB
1616
Texas Capital Bancshares
Texas
$568K -$2.13K -11 -0.4%
KPWG
1617
KFA Private Wealth Group
Virginia
$567K +$194 +1 +0%
FBB
1618
Fulton Breakefield Broenniman
Maryland
$566K -$56.6K -292 -9%
NFG
1619
Nations Financial Group
Iowa
$564K +$4.85K +25 +0.9%
BBNB
1620
Baker Boyer National Bank
Washington
$561K -$4.07K -21 -0.7%
VWM
1621
Venturi Wealth Management
Texas
$560K -$109K -564 -16%
WP
1622
WMS Partners
Maryland
$560K +$84.4K +435 +18%
PAS
1623
Point72 Asia (Singapore)
Singapore
$560K -$3.57M -18,424 -87%
KAS
1624
KPP Advisory Services
Kentucky
$558K -$14.9K -77 -3%
NB
1625
Northwest Bancshares
Pennsylvania
$558K

HON Hedge Fund Activity: Q3 2024 in Review

2,497 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q3 2024, worth a combined $104B — down 3.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HON positions and 112 closed out — a net gain of 51 holders — while 998 added to existing stakes and 954 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $593M. The largest seller was T. Rowe Price Associates, cutting an estimated $995M.

  • 2,497 institutional investors held Honeywell (HON) as of Q3 2024, up from 2,478 in Q2 2024.
  • Funds reported $104B of Honeywell stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 163 funds opened new Honeywell positions in Q3 2024 and 112 closed out, a net change of +51 holders.
  • The largest Honeywell buyer in Q3 2024 was JP Morgan Chase, an estimated $593M added.
  • The largest Honeywell seller in Q3 2024 was T. Rowe Price Associates, an estimated $995M sold.

Based on aggregated 13F filings for Q3 2024.