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
CG
1676
Cutler Group
California
$94K -$1.22M -8,966 -92%
DWA
1677
Dougherty Wealth Advisers
Minnesota
$91K +$89.1K +653 New
BAM
1678
Bruderman Asset Management
New York
$89K +$11.3K +83 +13%
GWA
1679
Guidant Wealth Advisors
Illinois
$87K -$4.23K -31 -4%
GTAM
1680
Global Trust Asset Management
Florida
$87K +$29.5K +216 +45%
FNBOSM
1681
First National Bank of South Miami
Florida
$86K +$87K +637 New
MCM
1682
MV Capital Management
Maryland
$84K -$117K -857 -56%
ARMC
1683
American Research & Management Company
Massachusetts
$83K -$3.96K -29 -4%
MA
1684
MCF Advisors
Kentucky
$83K -$3.96K -29 -4%
PWM
1685
PRW Wealth Management
Massachusetts
$83K +$90.4K +662 New
EWM
1686
Endurance Wealth Management
Rhode Island
$79K +$3.82K +28 +5%
ER
1687
Enlightenment Research
Florida
$79K +$86.8K +636 New
RFWA
1688
RPg Family Wealth Advisory
Massachusetts
$78.3K +$43.3K +317 +102%
KLWA
1689
Kelly Lawrence W & Associates
California
$78K -$3.69K -27 -4%
NEAM
1690
New England Asset Management
Connecticut
$76K -$409K -2,999 -83%
SIAS
1691
Shine Investment Advisory Services
Colorado
$75K -$3.55K -26 -4%
WANY
1692
Wealthspire Advisors (New York)
New York
$74K +$80.7K +591 New
GAM
1693
Gemmer Asset Management
California
$73K -$3.41K -25 -4%
GCM
1694
Gables Capital Management
Florida
$72K -$3.55K -26 -4%
Schroder Investment Management Group
1695
Schroder Investment Management Group
United Kingdom
$72K -$21.2M -155,175 -21%
MIM
1696
Macroview Investment Management
Maryland
$70K -$3.28K -24 -4%
VIM
1697
Veritas Investment Management
United Kingdom
$69K -$3.28K -24 -4%
FAM
1698
Foresters Asset Management
Ontario, Canada
$67K -$78.6K -576 -52%
BWA
1699
BDO Wealth Advisors
Florida
$67K -$33.3K -244 -31%
JGIA
1700
Jackson Grant Investment Advisers
Connecticut
$67K +$25.1K +184 +53%

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.