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Honeywell

2,360 hedge funds and large institutions have $103B invested in Honeywell in 2023 Q2 according to their latest regulatory filings, with 179 funds opening new positions, 919 increasing their positions, 911 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 98

7% more capital invested

Capital invested by funds: $95.9B → $103B (+$7.03B)

3% more funds holding

Funds holding: 2,3012,360 (+59)

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1% more repeat investments, than reductions

Existing positions increased: 919 | Existing positions reduced: 911

0.03% more ownership

Funds ownership: 79.12%79.15% (+0.03%)

26% less call options, than puts

Call options by funds: $855M | Put options by funds: $1.16B

Holders
2,360
Holders Change
+59
Holders Change %
+2.56%
% of All Funds
37.05%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.77%
New
179
Increased
919
Reduced
911
Closed
98
Calls
$855M
Puts
$1.16B
Net Calls
-$301M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2101
Executive Wealth Management
Michigan
$225K -$1.49K -8 -0.7%
SAF
2102
Smith Anglin Financial
Texas
$225K +$213K +1,149 New
MC
2103
Middleton & Co
Massachusetts
$225K -$65K -350 -23%
GWS
2104
Glassman Wealth Services
Virginia
$223K +$6.5K +35 +3%
ODG
2105
O'Dell Group
Ohio
$223K +$212K +1,142 New
CCA
2106
Column Capital Advisors
Indiana
$223K -$1.49K -8 -0.7%
HFS
2107
Hantz Financial Services
Michigan
$222K -$78K -420 -27%
WP
2108
WealthPLAN Partners
Nebraska
$222K -$64.1K -345 -23%
TC
2109
Trilogy Capital
California
$220K +$208K +1,120 New
CIA
2110
Cascade Investment Advisors
Oregon
$220K
SPWG
2111
Syntegra Private Wealth Group
Missouri
$220K -$336K -1,810 -62%
BAAM
2112
Baker Avenue Asset Management
California
$220K -$14.5K -78 -6%
EW
2113
Element Wealth
Mississippi
$219K +$208K +1,119 New
WCG
2114
Weaver Consulting Group
California
$219K +$208K +1,118 New
HFG
2115
Heron Financial Group
New York
$218K
SCM
2116
Sterneck Capital Management
Missouri
$218K
HIP
2117
Harrell Investment Partners
Texas
$218K -$63.9K -344 -24%
KA
2118
KLCM Advisors
Wisconsin
$218K +$207K +1,114 New
PRWA
2119
Platte River Wealth Advisors
Colorado
$218K +$207K +1,114 New
LNWTC
2120
Laird Norton Wetherby Trust Company
Washington
$218K
SAM
2121
SignalPoint Asset Management
Missouri
$216K -$4.83K -26 -2%
GFP
2122
Guardian Financial Partners
California
$216K -$19.7K -106 -9%
RCA
2123
Resonant Capital Advisors
Wisconsin
$216K +$205K +1,106 New
CWG
2124
Crown Wealth Group
North Carolina
$216K +$205K +1,105 New
PWMG
2125
Provence Wealth Management Group
California
$215K +$204K +1,101 New

HON Hedge Fund Activity: Q2 2023 in Review

2,360 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q2 2023, worth a combined $103B — up 7.3% from $95.9B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new HON positions and 98 closed out — a net gain of 81 holders — while 919 added to existing stakes and 911 trimmed.

The largest buyer was Franklin Resources, adding an estimated $271M. The largest seller was Capital World Investors, exiting entirely with an estimated $377M sold.

  • 2,360 institutional investors held Honeywell (HON) as of Q2 2023, up from 2,301 in Q1 2023.
  • Funds reported $103B of Honeywell stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 179 funds opened new Honeywell positions in Q2 2023 and 98 closed out, a net change of +81 holders.
  • The largest Honeywell buyer in Q2 2023 was Franklin Resources, an estimated $271M added.
  • The largest Honeywell seller in Q2 2023 was Capital World Investors, an estimated $377M sold.

Based on aggregated 13F filings for Q2 2023.