We are live on ! Find out more
HON icon

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
RFN
1751
RDA Financial Network
Iowa
$410K -$10.2K -55 -3%
MAM
1752
McLean Asset Management
Virginia
$410K +$2.04K +11 +0.5%
QC
1753
Quent Capital
New York
$410K +$13.6K +73 +4%
SCI
1754
S&CO Inc
Massachusetts
$409K +$29.5K +159 +8%
LIA
1755
LS Investment Advisors
Michigan
$409K
EWP
1756
Engrave Wealth Partners
Texas
$408K -$8.36K -45 -2%
RWI
1757
Red Wave Investments
Pennsylvania
$408K +$6.87K +37 +2%
TCM
1758
Tanaka Capital Management
New York
$408K
VP
1759
Verum Partners
North Carolina
$405K +$385K +2,073 New
HPIA
1760
Hamilton Point Investment Advisors
North Carolina
$405K
IA
1761
IFG Advisors
Missouri
$405K
PPP
1762
Private Portfolio Partners
New Jersey
$404K
GC
1763
Guidance Capital
Kentucky
$404K +$417K +2,247 New
ILI
1764
Invesco LLC (Illinois)
Illinois
$404K +$384K +2,065 New
HCM
1765
Howland Capital Management
Massachusetts
$401K -$3.53K -19 -0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
1766
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$401K +$381K +2,050 New
FBT
1767
First Bank & Trust
South Dakota
$401K -$2.42K -13 -0.6%
HIS
1768
Harvest Investment Services
Illinois
$400K +$380K +2,047 New
W
1769
WPWealth
Texas
$400K -$186 -1 -0%
CS
1770
Cannell & Spears
New York
$400K +$49.2K +265 +15%
MC
1771
Merlin Capital
Rhode Island
$398K
TCM
1772
Tufton Capital Management
Maryland
$398K
CPA
1773
Cardiff Park Advisors
California
$398K +$186 +1 +0%
OAM
1774
Ostrum Asset Management
France
$397K +$1.67K +9 +0.4%
SMWM
1775
Silvia McColl Wealth Management
California
$397K

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.