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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
CPA
1876
Court Place Advisors
Maryland
$359K
CANY
1877
Caxton Associates (New York)
New York
$358K
GWP
1878
Gateway Wealth Partners
Wisconsin
$357K +$13.5K +75 +4%
BFIM
1879
Beese Fulmer Investment Management
Ohio
$355K -$17.3K -96 -5%
FCFC
1880
First Commonwealth Financial Corp
Pennsylvania
$355K -$19.3K -107 -6%
SDAM
1881
Shulman DeMeo Asset Management
New York
$354K +$32.3K +179 +11%
PCMC
1882
Paragon Capital Management (Colorado)
Colorado
$353K
FNC
1883
First National Corp
Massachusetts
$353K +$5.59K +31 +2%
MAM
1884
Marotta Asset Management
Virginia
$353K -$20.9K -116 -6%
CA
1885
CGN Advisors
Kansas
$352K -$47.2K -262 -13%
GA
1886
Gateway Advisory
New Jersey
$351K +$63.8K +354 +25%
OFS
1887
OneAscent Financial Services
Alabama
$351K +$94.1K +522 +42%
Koshinski Asset Management
1888
Koshinski Asset Management
Illinois
$351K -$783K -4,343 -71%
AIFAIM
1889
American Institute for Advanced Investment Management
Arizona
$351K -$24.9K -138 -7%
FS
1890
Ferguson Shapiro
Georgia
$351K
HVP
1891
Hudson Value Partners
Florida
$350K +$40.2K +223 +14%
MW
1892
MBL Wealth
North Carolina
$350K -$1.44K -8 -0.4%
IP
1893
Ignite Planners
California
$349K -$7.03K -39 -2%
RIA
1894
Regal Investment Advisors
Michigan
$348K -$10.6K -59 -3%
HCA
1895
Horan Capital Advisors
Ohio
$348K -$20.7K -115 -6%
SFG
1896
Sovereign Financial Group
Connecticut
$346K -$7.21K -40 -2%
TSW
1897
Thompson Siegel & Walmsley
Virginia
$346K
QC
1898
Quent Capital
New York
$345K +$30.3K +168 +11%
JCM
1899
Jag Capital Management
Missouri
$344K +$4.15K +23 +1%
DI
1900
DFPG Investments
Utah
$344K +$6.49K +36 +2%

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.