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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
LI
2076
LVZ Inc
Michigan
$269K -$19.1K -106 -7%
CCA
2077
Cottonwood Capital Advisors
Utah
$269K +$245K +1,360 New
WI
2078
Wedgewood Investors
Pennsylvania
$268K
TAM
2079
Taurus Asset Management
New York
$267K
WCM
2080
Wedge Capital Management
North Carolina
$267K +$8.65K +48 +4%
EFSCE
2081
Enterprise Financial Services Corp (EFSC)
Missouri
$266K +$1.8K +10 +0.7%
CWG
2082
Crown Wealth Group
North Carolina
$265K
AFWM
2083
Abich Financial Wealth Management
Virginia
$265K +$242K +1,342 New
AGM
2084
Alpine Global Management
New York
$264K +$241K +1,334 New
AIA
2085
AIMZ Investment Advisors
California
$263K -$2.7K -15 -1%
IIM
2086
InTrack Investment Management
Vermont
$263K
RAM
2087
Riggs Asset Management
Pennsylvania
$262K
PL
2088
Parthenon LLC
Kentucky
$262K +$13.2K +73 +6%
PHAM
2089
Palisades Hudson Asset Management
Florida
$262K
SCM
2090
Stonebridge Capital Management
California
$262K
AC
2091
Addison Capital
Pennsylvania
$262K
LAM
2092
Lewis Asset Management
California
$261K +$238K +1,321 New
AWM
2093
Atticus Wealth Management
Florida
$261K
EIA
2094
Edgemoor Investment Advisors
Maryland
$260K
LCWP
2095
Legacy Capital Wealth Partners
Arkansas
$260K +$23.3K +129 +11%
CWP
2096
CFM Wealth Partners
Texas
$260K -$205K -1,135 -46%
CFO
2097
CVA Family Office
Colorado
$259K -$3.79K -21 -2%
OCM
2098
One Capital Management
California
$259K -$3.06K -17 -1%
HA
2099
HFG Advisors
Ohio
$259K -$180 -1 -0.1%
CWA
2100
Consilium Wealth Advisory
Texas
$259K

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.