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
SL
1776
Salomon & Ludwin
Virginia
$9K +$9.96K +73 New
Pacer Advisors
1777
Pacer Advisors
Pennsylvania
$8K -$6.02M -44,096 -100%
SIS
1778
Sound Income Strategies
Florida
$8K -$410 -3 -4%
CFD
1779
Creative Financial Designs
Indiana
$7K -$2.46K -18 -25%
CH
1780
Canton Hathaway
Rhode Island
$7K -$410 -3 -5%
GAM
1781
Guinness Asset Management
United Kingdom
$7K -$273 -2 -4%
CAL
1782
Capital Advisors Ltd
Ohio
$6K -$273 -2 -4%
AWM
1783
Arbor Wealth Management
Florida
$6K +$6.83K +50 New
LC
1784
Lavaca Capital
Texas
$5K +$5.05K +37 New
APC
1785
Aspire Private Capital
North Carolina
$5K +$5.46K +40 New
UB
1786
UMB Bank
Missouri
$4.74K -$250K -1,834 -5%
GSC
1787
G&S Capital
Colorado
$4K +$3.96K +29 New
LPWM
1788
Lake Point Wealth Management
Texas
$4K +$4.64K +34 New
CT
1789
Clearstead Trust
Maine
$3K -$22.8K -167 -86%
HIM
1790
Hillsdale Investment Management
Ontario, Canada
$3K -$137 -1 -5%
TCM
1791
TD Capital Management
Tennessee
$3K +$2.87K +21 New
NS
1792
NewDay Solutions
New Hampshire
$3K +$3.14K +23 New
NWM
1793
Northwest Wealth Management
Iowa
$2K -$137 -1 -6%
OAJ
1794
Ogorek Anthony Joseph
New York
$2K -$137 -1 -5%
CIA
1795
CSat Investment Advisory
Michigan
$2K +$683 +5 +42%
Nordea Investment Management
1796
Nordea Investment Management
Sweden
$2K +$2.32K +17 New
MSA
1797
Marino Stram & Associates
Massachusetts
$2K +$2.46K +18 New
NA
1798
NewEdge Advisors
Louisiana
$1.88K -$357K -2,615 -15%
CT
1799
Chicago Trust
Illinois
$1.86K -$196K -1,436 -9%
BWL
1800
Bogart Wealth LLC
Virginia
$1K

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.