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Honeywell

2,195 hedge funds and large institutions have $115B invested in Honeywell in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 862 increasing their positions, 858 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $931M | Put options by funds: $569M

46% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 99

1% more funds holding

Funds holding: 2,1712,195 (+24)

1% more capital invested

Capital invested by funds: $113B → $115B (+$1.59B)

0.5% more ownership

Funds ownership: 80.32%80.82% (+0.5%)

0% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 858

21% less funds holding in top 10

Funds holding in top 10: 9172 (-19)

Holders
2,195
Holders Change
+24
Holders Change %
+1.11%
% of All Funds
38.54%
Holding in Top 10
72
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-20.88%
% of All Funds
1.26%
New
145
Increased
862
Reduced
858
Closed
99
Calls
$931M
Puts
$569M
Net Calls
+$362M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
2126
Avion Wealth
Texas
$43K
RTC
2127
Riverview Trust Company
Washington
$43K
SN
2128
Sittner & Nelson
Oregon
$43K
TIM
2129
Tortoise Investment Management
New York
$43K
CMA
2130
Cedar Mountain Advisors
Oregon
$42K
WCM
2131
Wealthcare Capital Management
Virginia
$42K +$39.8K +204 New
IRC
2132
Investors Research Corp
Georgia
$40K
PO
2133
Private Ocean
California
$38K -$5.08K -26 -12%
RWG
2134
Regal Wealth Group
California
$38K
HFA
2135
Hoover Financial Advisors
Pennsylvania
$36K
BAM
2136
Bellevue Asset Management
Washington
$35K
AL
2137
ADE LLC
Maryland
$34K
CWM
2138
Cranbrook Wealth Management
Michigan
$34K +$5.47K +28 +20%
CA
2139
Crewe Advisors
Utah
$32K
Loomis, Sayles & Company
2140
Loomis, Sayles & Company
Massachusetts
$29K -$9.76K -50 -26%
HFS
2141
HBC Financial Services
Washington
$28.7K -$4.1K -21 -14%
EI
2142
Ellevest Inc
New York
$28K +$195 +1 +0.7%
MF
2143
Manchester Financial
California
$28K +$4.3K +22 +19%
RA
2144
Resolute Advisors
California
$28K +$33.2K +170 New
SA
2145
SRH Advisors
Kansas
$27K
CH
2146
Canton Hathaway
Rhode Island
$26K
MIH
2147
Meitav Investment House
Israel
$25.9K -$7.79M -39,920 -24%
ME
2148
McIlrath & Eck
Washington
$24K -$3.9K -20 -15%
EIM
2149
Essex Investment Management
Massachusetts
$22K
ICM
2150
Islay Capital Management
Texas
$22K

HON Hedge Fund Activity: Q1 2021 in Review

2,195 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q1 2021, worth a combined $115B — up 1.4% from $113B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new HON positions and 99 closed out — a net gain of 46 holders — while 862 added to existing stakes and 858 trimmed.

The largest buyer was Vanguard Group, adding an estimated $886M. The largest seller was JP Morgan Chase, cutting an estimated $945M.

  • 2,195 institutional investors held Honeywell (HON) as of Q1 2021, up from 2,171 in Q4 2020.
  • Funds reported $115B of Honeywell stock for Q1 2021, up 1.4% quarter-over-quarter.
  • 145 funds opened new Honeywell positions in Q1 2021 and 99 closed out, a net change of +46 holders.
  • The largest Honeywell buyer in Q1 2021 was Vanguard Group, an estimated $886M added.
  • The largest Honeywell seller in Q1 2021 was JP Morgan Chase, an estimated $945M sold.

Based on aggregated 13F filings for Q1 2021.