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Honeywell

2,478 hedge funds and large institutions have $107B invested in Honeywell in 2023 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 872 increasing their positions, 973 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 308 | Existing positions closed: 109

20% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.02B

18% more capital invested

Capital invested by funds: $90.8B → $107B (+$16.6B)

7% more funds holding

Funds holding: 2,3112,478 (+167)

4.03% more ownership

Funds ownership: 78.47%82.5% (+4%)

3% more funds holding in top 10

Funds holding in top 10: 3940 (+1)

10% less repeat investments, than reductions

Existing positions increased: 872 | Existing positions reduced: 973

Holders
2,478
Holders Change
+167
Holders Change %
+7.23%
% of All Funds
36.12%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.58%
New
308
Increased
872
Reduced
973
Closed
109
Calls
$1.22B
Puts
$1.02B
Net Calls
+$205M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EP Wealth Advisors
California
$64.3M +$2M +11,117 +4%
M&T Bank
152
M&T Bank
New York
$64.2M +$765K +4,244 +1%
Osaic Holdings
153
Osaic Holdings
Arizona
$63.9M -$21M -116,702 -27%
CAG
154
Crestwood Advisors Group
Massachusetts
$63.7M -$8.69M -48,217 -13%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$62.1M -$12.8M -70,734 -18%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$62M +$553K +3,067 +1%
N
157
Natixis
France
$61.8M -$25.9M -143,747 -32%
BHC
158
Bowen Hanes & Co
Florida
$61.6M -$72.7K -403 -0.1%
Aberdeen Group
159
Aberdeen Group
United Kingdom
$59.9M +$24.1M +133,679 +79%
American Century Companies
160
American Century Companies
Missouri
$59.5M -$3.77M -20,930 -7%
DLA
161
Douglas Lane & Associates
New York
$57.6M -$4.15M -23,035 -7%
CGPCS
162
Capital Group Private Client Services
California
$57.3M -$3.48M -19,299 -6%
FMI
163
Factory Mutual Insurance
Massachusetts
$56.9M
Credit Agricole
164
Credit Agricole
France
$56.4M +$50.2M +278,413 +3,920%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$56M -$38.8K -215 -0.1%
NC
166
Nicholas Company
Wisconsin
$55.9M -$3.79K -21 -0%
Amundi
167
Amundi
France
$55.7M +$1.61M +8,952 +3%
SC
168
Saturna Capital
Washington
$55.7M +$38.2K +212 +0.1%
GIA
169
Gateway Investment Advisers
Ohio
$55.7M +$1.14M +6,341 +2%
WT
170
Whittier Trust
California
$55.6M -$716K -3,973 -1%
PI
171
PineBridge Investments
New York
$55.4M -$13.2M -72,946 -21%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$55.4M -$1.61M -8,944 -3%
SC
173
Shellback Capital
Massachusetts
$55.1M +$3.83M +21,220 +8%
WFMPM
174
Woodley Farra Manion Portfolio Management
Indiana
$54.7M +$924K +5,127 +2%
GI
175
GAMCO Investors
Connecticut
$54.1M -$2.94M -16,292 -6%

HON Hedge Fund Activity: Q4 2023 in Review

2,478 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q4 2023, worth a combined $107B — up 18% from $90.8B a quarter earlier.

Buyers outnumbered sellers: 308 funds opened new HON positions and 109 closed out — a net gain of 199 holders — while 872 added to existing stakes and 973 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.81B. The largest seller was Capital International Investors, cutting an estimated $293M.

  • 2,478 institutional investors held Honeywell (HON) as of Q4 2023, up from 2,311 in Q3 2023.
  • Funds reported $107B of Honeywell stock for Q4 2023, up 18% quarter-over-quarter.
  • 308 funds opened new Honeywell positions in Q4 2023 and 109 closed out, a net change of +199 holders.
  • The largest Honeywell buyer in Q4 2023 was Morgan Stanley, an estimated $3.81B added.
  • The largest Honeywell seller in Q4 2023 was Capital International Investors, an estimated $293M sold.

Based on aggregated 13F filings for Q4 2023.