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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
AGP
2026
Autumn Glory Partners
Texas
$285K
LGG
2027
Luts & Greenleigh Group
Maryland
$285K -$1.98K -11 -0.8%
HI
2028
Human Investing
Oregon
$284K
MPMG
2029
Minneapolis Portfolio Management Group
Minnesota
$283K
PCWA
2030
Pacific Capital Wealth Advisors
California
$283K
BSSFA
2031
Baron Silver Stevens Financial Advisors
Florida
$283K
KTA
2032
Keeley-Teton Advisors
Illinois
$282K
CFO
2033
Collective Family Office
Pennsylvania
$282K -$20.9K -116 -8%
BDFN
2034
Bond & Devick Financial Network
Minnesota
$282K -$5.05K -28 -2%
SPL
2035
Smart Portfolios LLC
Washington
$281K +$273K +1,512 New
TAM
2036
Titleist Asset Management
Texas
$281K +$23.3K +129 +10%
RFM
2037
Royal Fund Management
Florida
$281K +$34.1K +189 +15%
JWBC
2038
J.W. Burns & Co
New York
$280K
MSWM
2039
McGlone Suttner Wealth Management
Wisconsin
$279K -$1.8K -10 -0.7%
CWP
2040
Concord Wealth Partners
Virginia
$279K -$47.4K -263 -16%
CCMW
2041
Cypress Capital Management (Wyoming)
Wyoming
$278K
JSW
2042
Journey Strategic Wealth
New Jersey
$278K +$254K +1,406 New
HFS
2043
Heritage Financial Services
Massachusetts
$278K -$1.62K -9 -0.6%
DCBT
2044
Dakota Community Bank & Trust
North Dakota
$278K +$12.6K +70 +5%
AIM
2045
AMI Investment Management
Indiana
$277K
MG
2046
Marex Group
$277K +$253K +1,403 New
TWM
2047
TriaGen Wealth Management
California
$277K +$361 +2 +0.1%
SCM
2048
Saxony Capital Management
Missouri
$276K +$252K +1,397 New
SAMT
2049
Select Asset Management & Trust
Pennsylvania
$276K
YWM
2050
Yoder Wealth Management
California
$276K -$23.8K -132 -9%

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.