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Honeywell

2,497 hedge funds and large institutions have $104B invested in Honeywell in 2024 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 998 increasing their positions, 954 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 112

23% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $897M

5% more repeat investments, than reductions

Existing positions increased: 998 | Existing positions reduced: 954

1% more funds holding

Funds holding: 2,4782,497 (+19)

0.26% more ownership

Funds ownership: 81.74%82% (+0.26%)

3% less capital invested

Capital invested by funds: $107B → $104B (-$3.33B)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

Holders
2,497
Holders Change
+19
Holders Change %
+0.77%
% of All Funds
35.86%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.36%
New
163
Increased
998
Reduced
954
Closed
112
Calls
$1.1B
Puts
$897M
Net Calls
+$206M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1976
Shikiar Asset Management
New York
$310K -$45.2K -233 -13%
PWS
1977
Proactive Wealth Strategies
Georgia
$310K +$309K +1,592 New
BFG
1978
Beacon Financial Group
Texas
$310K +$2.71K +14 +0.9%
SWP
1979
Summit Wealth Partners
Florida
$309K -$8.34K -43 -3%
RWM
1980
RKL Wealth Management
Pennsylvania
$308K
FG
1981
Foster Group
Iowa
$308K +$2.33K +12 +0.8%
RCG
1982
Regatta Capital Group
California
$307K
JBA
1983
Johnson Bixby & Associates
Washington
$306K
WF
1984
Warner Financial
Maryland
$306K
OIA
1985
Optimum Investment Advisors
Illinois
$305K
SAM
1986
Secure Asset Management
Michigan
$304K +$303K +1,562 New
FPB
1987
First PREMIER Bank
South Dakota
$304K -$64.8K -334 -18%
IC
1988
Iconiq Capital
California
$303K +$302K +1,558 New
MAWAG
1989
Mid-American Wealth Advisory Group
Missouri
$303K -$19.6K -101 -6%
FCAS
1990
First Command Advisory Services
Texas
$303K -$2.52K -13 -0.8%
TAM
1991
Titleist Asset Management
Texas
$303K -$46.5K -240 -13%
GTAM
1992
Global Trust Asset Management
Florida
$303K +$20.6K +106 +7%
KWM
1993
Kolinsky Wealth Management
New Jersey
$303K +$4.46K +23 +2%
SWA
1994
Sax Wealth Advisors
New Jersey
$302K -$15.3K -79 -5%
IIC
1995
Integrated Investment Consultants
Michigan
$301K +$300K +1,545 New
MJP
1996
Michael J. Puzo
$301K -$18.4K -95 -6%
BIP
1997
Blueprint Investment Partners
North Carolina
$300K -$132K -680 -31%
APWA
1998
Atlas Private Wealth Advisors
New Jersey
$300K +$194 +1 +0.1%
HCMT
1999
Highland Capital Management (Tennessee)
Tennessee
$299K
PHIC
2000
Pine Haven Investment Counsel
Massachusetts
$299K

HON Hedge Fund Activity: Q3 2024 in Review

2,497 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q3 2024, worth a combined $104B — down 3.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HON positions and 112 closed out — a net gain of 51 holders — while 998 added to existing stakes and 954 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $593M. The largest seller was T. Rowe Price Associates, cutting an estimated $995M.

  • 2,497 institutional investors held Honeywell (HON) as of Q3 2024, up from 2,478 in Q2 2024.
  • Funds reported $104B of Honeywell stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 163 funds opened new Honeywell positions in Q3 2024 and 112 closed out, a net change of +51 holders.
  • The largest Honeywell buyer in Q3 2024 was JP Morgan Chase, an estimated $593M added.
  • The largest Honeywell seller in Q3 2024 was T. Rowe Price Associates, an estimated $995M sold.

Based on aggregated 13F filings for Q3 2024.