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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
FP
2051
Fiduciary Planning
Florida
$276K
SRC
2052
Shufro Rose & Co
New York
$276K
CUAMC
2053
China Universal Asset Management Company
China
$275K -$222K -1,233 -47%
HFP
2054
Holistic Financial Partners
Indiana
$275K +$34.4K +191 +16%
SIC
2055
Shoker Investment Counsel
Ohio
$275K +$20.4K +113 +9%
BAM
2056
Bosun Asset Management
Illinois
$275K +$251K +1,390 New
HAC
2057
Harbor Advisory Corp
New Hampshire
$274K
VAM
2058
Verity Asset Management
North Carolina
$274K +$8.84K +49 +4%
BIP
2059
Blueprint Investment Partners
North Carolina
$274K +$250K +1,385 New
AFP
2060
Ausdal Financial Partners
Iowa
$273K +$17.1K +95 +7%
FWM
2061
FFT Wealth Management
Pennsylvania
$273K +$38.8K +215 +18%
CIP
2062
Convergence Investment Partners
Florida
$273K -$1.08K -6 -0.4%
EWS
2063
Eagle Wealth Strategies
New Jersey
$273K +$249K +1,380 New
NJBEST
2064
New Jersey Better Educational Savings Trust
New Jersey
$273K
AP
2065
Atwood & Palmer
Missouri
$272K
NPFS
2066
Novak & Powell Financial Services
Florida
$272K +$248K +1,375 New
CWS
2067
Confluence Wealth Services
Pennsylvania
$271K -$55.7K -309 -18%
JSAM
2068
J. Safra Asset Management
New York
$271K +$4.33K +24 +2%
HNWAG
2069
High Net Worth Advisory Group
Florida
$271K -$275K -1,528 -53%
MHR
2070
Matthew Hamilton Rosenberg
$270K -$2.52K -14 -1%
VRM
2071
Vectors Research Management
New York
$270K +$246K +1,364 New
SIM
2072
SSI Investment Management
California
$270K -$901 -5 -0.4%
DSN
2073
D. Scott Neal
Kentucky
$269K
BMC
2074
Benin Management Corp
Connecticut
$269K -$9.56K -53 -4%
1CP
2075
17 Capital Partners
Arizona
$269K +$245K +1,361 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.