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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
KL
1851
KWMG LLC
Kansas
$372K +$1.08K +6 +0.3%
SP
1852
Saranac Partners
$372K +$9.56K +53 +3%
HC
1853
Hara Capital
Washington
$372K +$339K +1,882 New
MKC
1854
M. Kraus & Co
Vermont
$372K -$5.77K -32 -2%
PC
1855
Port Capital
Illinois
$371K -$5.77K -32 -2%
TFGT
1856
TS Financial Group (TSFG)
Illinois
$369K -$4.51K -25 -1%
CIC
1857
Chilton Investment Company
Connecticut
$369K -$46.9K -260 -12%
MAM
1858
McLean Asset Management
Virginia
$368K +$180 +1 +0.1%
GWSG
1859
GPS Wealth Strategies Group
Colorado
$368K +$1.08K +6 +0.3%
SIG
1860
Sargent Investment Group
Maryland
$367K +$7.39K +41 +2%
OL
1861
OneFund LLC
Florida
$366K +$334K +1,851 New
PAA
1862
Peregrine Asset Advisers
Oregon
$366K +$3.97K +22 +1%
AMCA
1863
Arthur M. Cohen & Associates
Illinois
$365K
BIA
1864
Bigelow Investment Advisors
Maine
$365K +$24.3K +135 +8%
LCM
1865
LCM Capital Management
Illinois
$365K +$5.41K +30 +2%
FPB
1866
First PREMIER Bank
South Dakota
$364K -$29.2K -162 -8%
SAM
1867
Shikiar Asset Management
New York
$364K -$3.43K -19 -1%
CVA
1868
Central Valley Advisors
California
$364K +$332K +1,840 New
SWAG
1869
Spectrum Wealth Advisory Group
California
$364K +$1.98K +11 +0.6%
KFA
1870
Krane Funds Advisors
New York
$363K -$46.3K -257 -12%
SIC
1871
Sigma Investment Counselors
Michigan
$362K -$14.1K -78 -4%
AWM
1872
Aviso Wealth Management
Washington
$361K +$330K +1,828 New
FPFS
1873
First Personal Financial Services
North Carolina
$361K -$18.6K -103 -5%
APW
1874
Aurora Private Wealth
New Jersey
$361K -$23.3K -129 -7%
NPT
1875
National Philanthropic Trust
Pennsylvania
$360K +$328K +1,820 New

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.