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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
SAM
1976
Seelaus Asset Management
New Jersey
$306K +$42K +233 +18%
NG
1977
Norden Group
Utah
$306K +$2.34K +13 +0.8%
OHWA
1978
Oak Hill Wealth Advisors
Virginia
$305K
RC
1979
Rovin Capital
Arizona
$305K +$278K +1,541 New
BC
1980
Barrett & Company
Rhode Island
$305K -$134K -743 -33%
SPP
1981
Single Point Partners
Massachusetts
$304K -$36.6K -203 -12%
APWA
1982
Atlas Private Wealth Advisors
New Jersey
$304K -$221K -1,225 -44%
HCMT
1983
Highland Capital Management (Tennessee)
Tennessee
$303K
PHIC
1984
Pine Haven Investment Counsel
Massachusetts
$303K
PWM
1985
Palumbo Wealth Management
New York
$303K +$180 +1 +0.1%
MCWA
1986
Meadow Creek Wealth Advisors
Georgia
$303K +$276K +1,532 New
AWM
1987
Aberdeen Wealth Management
Illinois
$302K
CWM
1988
Circle Wealth Management
New Jersey
$301K -$43.1K -239 -14%
SL
1989
Salomon & Ludwin
Virginia
$301K
BFO
1990
Biltmore Family Office
North Carolina
$301K
SWP
1991
Summit Wealth Partners
Florida
$301K
IIA
1992
ICW Investment Advisors
Arizona
$300K +$9.2K +51 +3%
MF
1993
Montis Financial
Massachusetts
$300K +$274K +1,518 New
CG
1994
Clifford Group
Massachusetts
$300K +$4.51K +25 +2%
MAWAG
1995
Mid-American Wealth Advisory Group
Missouri
$299K +$1.44K +8 +0.5%
VCWA
1996
Vanguard Capital Wealth Advisors
Colorado
$297K +$180 +1 +0.1%
BCP
1997
Blue Chip Partners
Michigan
$297K +$1.44K +8 +0.5%
PAIM
1998
Punch & Associates Investment Management
Minnesota
$297K -$18K -100 -6%
CCB
1999
Cutter & Co Brokerage
Missouri
$296K +$721 +4 +0.3%
PAG
2000
Paladin Advisory Group
Iowa
$294K

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.