We are live on ! Find out more
HON icon

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
TWM
1826
Thrive Wealth Management
Pennsylvania
$392K +$11K +61 +3%
KC
1827
Kingfisher Capital
North Carolina
$392K -$2.87M -15,894 -89%
CTFG
1828
Capstone Triton Financial Group
Oklahoma
$392K +$10.5K +58 +3%
BWM
1829
BKM Wealth Management
Wisconsin
$392K +$357K +1,981 New
ACM
1830
Alethea Capital Management
Washington
$391K +$180 +1 +0.1%
CWM
1831
C2C Wealth Management
Arizona
$389K -$38.4K -213 -10%
CBTWT
1832
Community Bank & Trust (Waco, Texas)
Texas
$389K +$354K +1,966 New
AWM
1833
Angeles Wealth Management
California
$388K -$15.3K -85 -4%
AAIM
1834
Asset Advisors Investment Management
Georgia
$387K +$27.8K +154 +9%
SI
1835
Symmetry Investments
Jersey
$384K +$351K +1,945 New
RIM
1836
Redwood Investment Management
Arizona
$382K +$349K +1,935 New
CC
1837
Callan Capital
California
$382K -$927K -5,144 -73%
BFW
1838
Brady Family Wealth
Missouri
$379K -$23.1K -128 -6%
TPW
1839
TL Private Wealth
Texas
$378K
WIM
1840
WealthPlan Investment Management
Nebraska
$377K
CWA
1841
Clearview Wealth Advisors
Oregon
$377K -$901 -5 -0.3%
WCG
1842
Weaver Consulting Group
California
$376K -$17.9K -99 -5%
FAN
1843
Financial Advisors Network
California
$376K -$94.1K -522 -22%
TCM
1844
Tanaka Capital Management
New York
$375K -$15.3K -85 -4%
BWM
1845
Baystate Wealth Management
Massachusetts
$375K +$37K +205 +12%
ACL
1846
Applied Capital LLC
Florida
$374K
WFI
1847
West Family Investments
California
$374K -$54.5K -302 -14%
TCM
1848
Telos Capital Management
California
$374K -$22.7K -126 -6%
EP
1849
Essential Planning
New Hampshire
$374K +$2.88K +16 +0.9%
WC
1850
Woodstock Corp
Massachusetts
$373K -$138K -764 -29%

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.