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Honeywell
HON

Overview Fund Activity

2,306 hedge funds and large institutions have $106B invested in Honeywell in 2021 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 921 increasing their positions, 788 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,306
Holders Change
+144
Holders Change %
+6.66%
% of All Funds
35.61%
Holding in Top 10
32
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-30.43%
% of All Funds
0.49%
New
286
Increased
921
Reduced
788
Closed
104
Calls
$964M
Puts
$913M
Net Calls
+$50.2M
Net Calls Change
+$122M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$280M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$252M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$212M
4
PI
Putnam Investments
Massachusetts
+$201M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$154M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.13B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$247M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$207M
4
Bank of America
Bank of America
North Carolina
-$185M
5
DZ Bank
DZ Bank
Germany
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
2001
Forvis Mazars Wealth Advisors
Missouri
$255K +$33.3K +160 +15%
OWP
2002
Obermeyer Wealth Partners
Colorado
$254K – – –
GFP
2003
Guardian Financial Partners
California
$254K +$254K +1,216 New
WCM
2004
Wisconsin Capital Management
Wisconsin
$253K – – –
ST
2005
Somerset Trust
Pennsylvania
$253K +$253K +1,213 New
GG
2006
GenWealth Group
New Jersey
$252K -$12.5K -60 -5%
SG
2007
Somerset Group
Minnesota
$252K – – –
MWPCG
2008
Measured Wealth Private Client Group
New Hampshire
$252K – – –
FA
2009
Financial Advisors
Massachusetts
$250K -$35.6K -171 -12%
CWM
2010
Concentric Wealth Management
California
$250K -$4.17K -20 -2%
PIM
2011
Profit Investment Management
Maryland
$250K – – –
BCP
2012
Berkeley Capital Partners
Georgia
$249K -$20.3K -97 -8%
SIC
2013
Shoker Investment Counsel
Ohio
$249K +$1.25K +6 +0.5%
TC
2014
Trust Company
Kansas
$248K – – –
HFS
2015
Howard Financial Services
Texas
$248K +$13.1K +63 +6%
TAM
2016
Trillium Asset Management
Massachusetts
$247K -$229K -1,100 -48%
XT
2017
XTX Topco
Cayman Islands
$247K +$247K +1,183 New
BMC
2018
Benin Management Corp
Connecticut
$246K – – –
SCA
2019
STALEY CAPITAL ADVISERS
Pennsylvania
$246K – – –
VCM
2020
Vigilant Capital Management
Maine
$245K – – –
IAG
2021
Investment Advisory Group
Massachusetts
$244K +$244K +1,273 New
DWP
2022
Destiny Wealth Partners
Florida
$243K -$18.7K -90 -7%
TIM
2023
Thompson Investment Management
Wisconsin
$243K – – –
MCM
2024
Mengis Capital Management
Oregon
$243K – – –
FMP
2025
Financial Management Professionals
Texas
$242K -$16.3K -78 -6%
79 80
81
82 83