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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
LWM
1726
Lenox Wealth Management
Ohio
$43K -$3.69K -27 -7%
CAGAS
1727
Capital Advisory Group Advisory Services
Minnesota
$43K -$2.05K -15 -4%
FRA
1728
Front Row Advisors
California
$43K -$2.05K -15 -4%
HS
1729
Horan Securities
United States
$43K -$1.91K -14 -4%
FEG
1730
Financial Enhancement Group
Indiana
$42K -$1.64K -12 -4%
LFG
1731
LifePlan Financial Group
Ohio
$40K -$11.9K -87 -21%
CFA
1732
Clarfeld Financial Advisors
New York
$36K +$38.8K +284 New
CAL
1733
Capital Analysts LLC
Pennsylvania
$35K -$13.5K -99 -26%
WIM
1734
Westside Investment Management
California
$34.5K -$29.6K -217 -44%
BAMG
1735
Brand Asset Management Group
Missouri
$33K -$1.64K -12 -4%
LF
1736
Lee Financial
Texas
$33K -$1.64K -12 -4%
POIA
1737
Pin Oak Investment Advisors
Texas
$33K -$1.64K -12 -4%
TFA
1738
Transamerica Financial Advisors
Florida
$33K +$1.77K +13 +5%
SFA
1739
Semmax Financial Advisors
North Carolina
$33K +$36.2K +265 New
BCMIO
1740
Beacon Capital Management Inc (Ohio)
Ohio
$32K -$1.5K -11 -4%
RTC
1741
Riverview Trust Company
Washington
$31K +$33.4K +245 New
AOWM
1742
Alpha Omega Wealth Management
Virginia
$30K -$1.5K -11 -4%
CTB
1743
Country Trust Bank
Illinois
$29K +$2.18K +16 +7%
AWMS
1744
Advocacy Wealth Management Services
Georgia
$28K -$1.23K -9 -4%
GWMIA
1745
Global Wealth Management Investment Advisory
Florida
$28K +$30.9K +226 New
KIG
1746
Kessler Investment Group
Indiana
$27K -$1.36K -10 -4%
CAC
1747
Certified Advisory Corp
Florida
$27K -$1.23K -9 -4%
WCM
1748
WealthBridge Capital Management
Ohio
$27K +$30K +220 New
EAM
1749
Erste Asset Management
Austria
$26.2K +$28.9K +212 New
AWM
1750
Avondale Wealth Management
Texas
$26K -$1.23K -9 -4%

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.