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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
OR
2001
Olympiad Research
Connecticut
$294K +$268K +1,488 New
S
2002
Sunpointe
Missouri
$293K +$267K +1,482 New
GHAM
2003
Gilman Hill Asset Management
Connecticut
$293K +$3.79K +21 +1%
BCP
2004
Berkeley Capital Partners
Georgia
$293K -$4.51K -25 -2%
SJIM
2005
St. Johns Investment Management
Florida
$293K
MCM
2006
Monument Capital Management
Virginia
$291K -$26K -144 -9%
FL
2007
Fort LP
Maryland
$290K -$8.47K -47 -3%
AGWCA
2008
Annis Gardner Whiting Capital Advisors
Florida
$290K +$159K +881 +151%
SFS
2009
Stiles Financial Services
Minnesota
$290K -$72.8K -404 -22%
VP
2010
Verum Partners
North Carolina
$289K -$7.57K -42 -3%
PSB
2011
Piscataqua Savings Bank
New Hampshire
$289K
AC
2012
Apella Capital
Connecticut
$289K -$23.3K -129 -8%
ACG
2013
Allen Capital Group
Nebraska
$288K +$39.5K +219 +18%
PBC
2014
Pavion Blue Capital
California
$288K +$262K +1,455 New
ACM
2015
AlphaStar Capital Management
North Carolina
$287K +$262K +1,454 New
SCP
2016
Sivia Capital Partners
California
$287K +$262K +1,451 New
BFG
2017
Beacon Financial Group
Texas
$287K -$901 -5 -0.3%
BWM
2018
Baron Wealth Management
Michigan
$287K +$262K +1,451 New
AF
2019
Apexium Financial
Texas
$287K +$261K +1,450 New
FWM
2020
Forza Wealth Management
Florida
$286K
AO
2021
Advisor OS
Illinois
$286K +$261K +1,445 New
HCP
2022
Hexagon Capital Partners
Arkansas
$286K +$22.9K +127 +10%
GTAM
2023
Global Trust Asset Management
Florida
$285K
KFI
2024
Key Financial Inc
Pennsylvania
$285K
EMAM
2025
Encompass More Asset Management
California
$285K +$260K +1,442 New

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.