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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
AWM
2001
Aberdeen Wealth Management
Illinois
$298K
SCP
2002
Sivia Capital Partners
California
$298K +$2.13K +11 +0.7%
MPM
2003
MBB Public Markets
Illinois
$298K -$9.13M -47,100 -97%
TCWA
2004
Turtle Creek Wealth Advisors
Texas
$297K -$20K -103 -6%
MHWM
2005
Montz Harcus Wealth Management
Louisiana
$297K -$21.3K -110 -7%
SFS
2006
Stiles Financial Services
Minnesota
$297K +$6.98K +36 +2%
BSSFA
2007
Baron Silver Stevens Financial Advisors
Florida
$295K -$15.5K -80 -5%
DCBT
2008
Dakota Community Bank & Trust
North Dakota
$291K +$1.94K +10 +0.7%
ZIC
2009
ZWJ Investment Counsel
Georgia
$290K +$4.85K +25 +2%
AIFAIM
2010
American Institute for Advanced Investment Management
Arizona
$289K
WI
2011
Wintrust Investments
Illinois
$289K -$2.33M -12,031 -89%
IIA
2012
ICW Investment Advisors
Arizona
$289K
PA
2013
Planning Alternatives
Michigan
$288K +$14.4K +74 +5%
SJIM
2014
St. Johns Investment Management
Florida
$288K
VCWA
2015
Vanguard Capital Wealth Advisors
Colorado
$288K +$194 +1 +0.1%
GSIS
2016
Global Strategic Investment Solutions
Arizona
$287K -$5.24K -27 -2%
FWM
2017
Forza Wealth Management
Florida
$286K +$14.5K +75 +5%
AFG
2018
ABLE Financial Group
Arizona
$286K +$47.5K +245 +20%
BWM
2019
Baron Wealth Management
Michigan
$286K -$3.69K -19 -1%
COCM
2020
Charter Oak Capital Management
New Hampshire
$285K -$27.7K -143 -9%
BFAG
2021
Blackston Financial Advisory Group
Florida
$285K +$283K +1,460 New
QCIG
2022
Quad-Cities Investment Group
Iowa
$284K +$283K +1,459 New
CG
2023
Clifford Group
Massachusetts
$284K -$11.6K -60 -4%
PBC
2024
Pavion Blue Capital
California
$283K
BCP
2025
Blue Chip Partners
Michigan
$283K +$1.55K +8 +0.6%

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.