We are live on ! Find out more
HON icon

Honeywell

2,497 hedge funds and large institutions have $104B invested in Honeywell in 2024 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 998 increasing their positions, 954 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 112

23% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $897M

5% more repeat investments, than reductions

Existing positions increased: 998 | Existing positions reduced: 954

1% more funds holding

Funds holding: 2,4782,497 (+19)

0.26% more ownership

Funds ownership: 81.74%82% (+0.26%)

3% less capital invested

Capital invested by funds: $107B → $104B (-$3.33B)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

Holders
2,497
Holders Change
+19
Holders Change %
+0.77%
% of All Funds
35.86%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.36%
New
163
Increased
998
Reduced
954
Closed
112
Calls
$1.1B
Puts
$897M
Net Calls
+$206M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1851
Black Diamond Financial
Maryland
$386K -$15.1K -78 -4%
WS
1852
Wela Strategies
Georgia
$386K +$384K +1,981 New
1WA
1853
180 Wealth Advisors
Washington
$386K -$15.3K -79 -4%
KCPG
1854
Kavar Capital Partners Group
Kansas
$386K -$41.1K -212 -10%
FI
1855
Finivi Inc
Massachusetts
$385K -$16.5K -85 -4%
GWA
1856
Gratus Wealth Advisors
Virginia
$384K
LCM
1857
LCM Capital Management
Illinois
$384K +$6.59K +34 +2%
UAG
1858
United Advisor Group
Ohio
$383K +$382K +1,968 New
SWM
1859
Segment Wealth Management
Texas
$383K
BWM
1860
BKM Wealth Management
Wisconsin
$381K +$380K +1,958 New
CWM
1861
Chesapeake Wealth Management
Virginia
$381K -$99.3K -512 -21%
CA
1862
Calton & Associates
Florida
$380K +$68.9K +355 +22%
MKC
1863
M. Kraus & Co
Vermont
$377K -$13.4K -69 -3%
IAMOG
1864
Investors Asset Management of Georgia
Georgia
$375K
SP
1865
Stablepoint Partners
Massachusetts
$375K +$35.5K +183 +11%
PCA
1866
Pallas Capital Advisors
Massachusetts
$374K -$39.4K -203 -10%
WHC
1867
Wulff, Hansen & Co
California
$374K -$54.7K -282 -13%
CBTWT
1868
Community Bank & Trust (Waco, Texas)
Texas
$374K -$20.6K -106 -5%
SWM
1869
SilverOak Wealth Management
Minnesota
$374K
OA
1870
Oxbow Advisors
Texas
$372K
CWS
1871
Confluence Wealth Services
Pennsylvania
$371K +$74.1K +382 +25%
PC
1872
Port Capital
Illinois
$371K +$1.55K +8 +0.4%
ACL
1873
Applied Capital LLC
Florida
$369K
SRC
1874
Shufro Rose & Co
New York
$368K
TFGT
1875
TS Financial Group (TSFG)
Illinois
$368K +$388 +2 +0.1%

HON Hedge Fund Activity: Q3 2024 in Review

2,497 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q3 2024, worth a combined $104B — down 3.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HON positions and 112 closed out — a net gain of 51 holders — while 998 added to existing stakes and 954 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $593M. The largest seller was T. Rowe Price Associates, cutting an estimated $995M.

  • 2,497 institutional investors held Honeywell (HON) as of Q3 2024, up from 2,478 in Q2 2024.
  • Funds reported $104B of Honeywell stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 163 funds opened new Honeywell positions in Q3 2024 and 112 closed out, a net change of +51 holders.
  • The largest Honeywell buyer in Q3 2024 was JP Morgan Chase, an estimated $593M added.
  • The largest Honeywell seller in Q3 2024 was T. Rowe Price Associates, an estimated $995M sold.

Based on aggregated 13F filings for Q3 2024.