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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
OIA
1926
Optimum Investment Advisors
Illinois
$330K -$51K -283 -14%
CST
1927
Charles Schwab Trust
Nevada
$329K -$114K -633 -28%
HP
1928
Hyperion Partners
Pennsylvania
$329K -$5.23K -29 -2%
PL
1929
Plancorp LLC
Missouri
$329K +$300K +1,663 New
MIH
1930
Meitav Investment House
Israel
$328K -$7.12M -39,491 -96%
FAG
1931
Fortitude Advisory Group
Washington
$328K -$25.4K -141 -8%
VT
1932
Vise Technologies
New York
$327K +$84.6K +469 +40%
LGA
1933
Lebenthal Global Advisors
New York
$327K +$298K +1,652 New
TAM
1934
Tucker Asset Management
Colorado
$327K +$33.7K +187 +13%
FCA
1935
FinTrust Capital Advisors
South Carolina
$326K -$12.3K -68 -4%
CMAI
1936
Capital Management Associates Inc
Minnesota
$326K +$246K +1,367 New
TCM
1937
Tufton Capital Management
Maryland
$325K
CPSAC
1938
Chas P. Smith & Associates (CPS)
Florida
$325K +$296K +1,642 New
GCIM
1939
Gunn & Company Investment Management
Florida
$325K +$296K +1,642 New
SC
1940
Scholtz & Company
Connecticut
$325K +$297K +1,645 New
BAAM
1941
Baker Avenue Asset Management
California
$324K +$96.1K +533 +48%
MWM
1942
Modern Wealth Management
Kansas
$324K +$296K +1,639 New
DI
1943
DAGCO Inc
Ohio
$323K +$295K +1,636 New
DWS
1944
Dynamic Wealth Strategies
California
$323K +$295K +1,636 New
PFGIA
1945
Patriot Financial Group Insurance Agency
Massachusetts
$323K -$46.2K -256 -14%
AIIMS
1946
Analyst IMS Investment Management Services
Israel
$322K +$10.6K +59 +4%
OWA
1947
Octavia Wealth Advisors
Ohio
$322K +$294K +1,628 New
COCM
1948
Charter Oak Capital Management
New Hampshire
$321K
MHWM
1949
Montz Harcus Wealth Management
Louisiana
$319K -$18.2K -101 -6%
WF
1950
Wayfinding Financial
Washington
$317K +$9.56K +53 +3%

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.