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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
DSA
1901
Droms Strauss Advisors
Missouri
$344K +$1.44K +8 +0.5%
OWP
1902
Obermeyer Wealth Partners
Colorado
$344K +$33K +183 +12%
FCT
1903
First Community Trust
Iowa
$344K
WAG
1904
Winthrop Advisory Group
Massachusetts
$342K -$48.5K -269 -13%
P
1905
&Partners
Tennessee
$342K +$29.2K +162 +10%
CCIA
1906
Cherry Creek Investment Advisors
Colorado
$342K -$1.8K -10 -0.6%
RIM
1907
Rakuten Investment Management
Japan
$342K +$312K +1,733 New
ES
1908
Eagle Strategies
New York
$341K +$5.95K +33 +2%
CB
1909
Centennial Bank
Arkansas
$340K +$38.2K +212 +14%
KMWM
1910
Keudell/Morrison Wealth Management
Oregon
$340K
WWM
1911
Waterway Wealth Management
Texas
$340K +$310K +1,720 New
BBPWM
1912
Blue Bell Private Wealth Management
Pennsylvania
$339K -$1.44K -8 -0.5%
PCA
1913
Pallas Capital Advisors
Massachusetts
$339K -$84.7K -470 -22%
EFG
1914
Everhart Financial Group
Ohio
$339K -$2.52K -14 -0.8%
SIC
1915
Samalin Investment Counsel
New York
$338K +$5.05K +28 +2%
ACM
1916
Adalta Capital Management
New York
$338K
KA
1917
Kozak & Associates
Colorado
$337K +$361 +2 +0.1%
GC
1918
Guidance Capital
Kentucky
$337K -$96.6K -536 -24%
BWM
1919
Birchcreek Wealth Management
Ohio
$337K -$24.5K -136 -7%
LOPW
1920
Live Oak Private Wealth
North Carolina
$333K -$19.3K -107 -6%
PCM
1921
Prelude Capital Management
New York
$333K +$304K +1,684 New
GAM
1922
Gould Asset Management
California
$332K -$21.1K -117 -7%
HFS
1923
Howard Financial Services
Texas
$332K +$15.7K +87 +5%
JBA
1924
Johnson Bixby & Associates
Washington
$332K -$24.9K -138 -8%
GC
1925
GFG Capital
Florida
$332K

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.