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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
RB
1726
Renasant Bank
Mississippi
$427K +$74.3K +400 +22%
DWM
1727
Destination Wealth Management
California
$427K -$6.69K -36 -2%
CWM
1728
Chemistry Wealth Management
New York
$427K +$8.54K +46 +2%
CP
1729
Camelot Portfolios
Ohio
$426K +$5.2K +28 +1%
VCAM
1730
Van Cleef Asset Management
Ohio
$425K
MA
1731
MCF Advisors
Kentucky
$423K +$49K +264 +14%
RT
1732
Rockland Trust
Massachusetts
$421K +$14.9K +80 +4%
IA
1733
Insight Advisors
Pennsylvania
$421K -$9.66K -52 -2%
CG
1734
Clarus Group
Texas
$420K +$27.7K +149 +7%
SFP
1735
Sweet Financial Partners
Minnesota
$419K +$929 +5 +0.2%
NEWAS
1736
N.E.W. Advisory Services
Wisconsin
$417K -$60.5K -326 -13%
EW
1737
Evoke Wealth
California
$416K +$43.5K +234 +12%
BC
1738
Belmont Capital
California
$416K +$15.8K +85 +4%
CAM
1739
Cubic Asset Management
Massachusetts
$416K +$9.84K +53 +3%
CBOR
1740
Community Bank of Raymore
Missouri
$415K +$116K +626 +42%
EL
1741
EMFO LLC
Florida
$415K
RP
1742
Riverbridge Partners
Minnesota
$415K
I
1743
InceptionR
California
$414K +$393K +2,118 New
PCA
1744
Pallas Capital Advisors
Massachusetts
$414K +$76K +409 +24%
DF
1745
Dunhill Financial
United Kingdom
$413K +$436K +2,349 New
JFA
1746
JNBA Financial Advisors
Minnesota
$413K -$3.71K -20 -0.9%
PP
1747
PDS Planning
Ohio
$412K +$5.2K +28 +1%
FPB
1748
First PREMIER Bank
South Dakota
$411K
SWM
1749
Silverlake Wealth Management
Vermont
$411K +$3.71K +20 +1%
PSP
1750
Pacific Sage Partners
Washington
$410K +$929 +5 +0.2%

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.