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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
CW
1951
Channel Wealth
California
$317K
SCM
1952
Sollinda Capital Management
Florida
$317K +$289K +1,602 New
WAM
1953
WFA Asset Management
Wisconsin
$315K +$1.62K +9 +0.6%
IHL
1954
Investment House LLC
California
$315K
SSW
1955
Stone Summit Wealth
Florida
$315K
CPW
1956
Cove Private Wealth
New York
$315K +$287K +1,592 New
RCG
1957
Regatta Capital Group
California
$314K -$541 -3 -0.2%
CWC
1958
Carolinas Wealth Consulting
North Carolina
$314K +$20.7K +115 +8%
DA
1959
Detalus Advisors
Missouri
$313K -$19.3K -107 -6%
RWA
1960
Redhawk Wealth Advisors
Minnesota
$313K +$286K +1,585 New
Financial Engines Advisors
1961
Financial Engines Advisors
California
$313K +$286K +1,585 New
LPAM
1962
Lodestar Private Asset Management
California
$312K -$9.56K -53 -3%
KCM
1963
Kanawha Capital Management
Virginia
$312K +$5.95K +33 +2%
LA
1964
LVW Advisors
New York
$312K +$21.8K +121 +8%
RWM
1965
RKL Wealth Management
Pennsylvania
$312K -$15K -83 -5%
RFP
1966
RCS Financial Planning
Maryland
$311K +$901 +5 +0.3%
GSIS
1967
Global Strategic Investment Solutions
Arizona
$311K -$8.84K -49 -3%
CFG
1968
Carr Financial Group
Massachusetts
$310K
WF
1969
Warner Financial
Maryland
$309K +$1.26K +7 +0.5%
OA
1970
Oxbow Advisors
Texas
$309K +$4.51K +25 +2%
PCFFS
1971
Pacific Center for Financial Services
California
$308K
BHCM
1972
Brevan Howard Capital Management
Jersey
$307K +$54.1K +300 +24%
RCA
1973
Resonant Capital Advisors
Wisconsin
$306K -$10.8K -60 -4%
RWP
1974
Revolve Wealth Partners
New Jersey
$306K +$68.5K +380 +33%
SOW
1975
State of Wyoming
Wyoming
$306K +$128K +711 +85%

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.