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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
HS
2101
Horan Securities
United States
$258K -$21.6K -120 -8%
PA
2102
Planning Alternatives
Michigan
$258K +$2.52K +14 +1%
WW
2103
Waterfront Wealth
Kansas
$257K
KFS
2104
Kaizen Financial Strategies
California
$256K -$4.33K -24 -2%
PWMG
2105
Provence Wealth Management Group
California
$256K +$232K +1,289 +25,780%
OCM
2106
Objective Capital Management
Ohio
$256K -$18.4K -102 -7%
ACM
2107
Avalon Capital Management
California
$254K
AFG
2108
ABLE Financial Group
Arizona
$254K +$22.7K +126 +11%
IFA
2109
Index Fund Advisors
California
$254K
CC
2110
Cipher Capital
New York
$253K -$78.1K -433 -25%
SG
2111
Somerset Group
Minnesota
$253K
CTA
2112
Colonial Trust Advisors
South Carolina
$253K +$2.88K +16 +1%
LIWM
2113
Long Island Wealth Management
New York
$252K +$230K +1,273 New
CC
2114
Constitution Capital
Connecticut
$252K -$76.6K -425 -25%
SC
2115
Shay Capital
New York
$252K +$230K +1,273 New
HCA
2116
Heck Capital Advisors
Wisconsin
$251K -$18.9K -105 -8%
FFG
2117
Frisch Financial Group
New York
$251K +$1.26K +7 +0.6%
TWA
2118
Tandem Wealth Advisors
Arizona
$250K
WP
2119
WealthPLAN Partners
Nebraska
$250K -$7.03K -39 -3%
CCG
2120
Catalina Capital Group
California
$249K +$227K +1,260 New
TYCC
2121
Texas Yale Capital Corp
Florida
$249K +$227K +1,259 New
AFP
2122
Alpha Financial Partners
Kentucky
$248K -$108K -598 -32%
OCPWS
2123
One Charles Private Wealth Services
Massachusetts
$248K -$13.3K -74 -6%
ZIC
2124
ZWJ Investment Counsel
Georgia
$247K -$41.5K -230 -16%
SNBOSD
2125
Security National Bank of So Dak
Iowa
$247K

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.