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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
PCM
2126
Princeton Capital Management
New Jersey
$246K +$224K +1,245 New
FWP
2127
Falcon Wealth Planning
California
$244K +$223K +1,237 New
FDDB
2128
Fidelity D&D Bancorp
Pennsylvania
$244K +$5.95K +33 +3%
MWM
2129
Merriman Wealth Management
Washington
$244K
LFG
2130
Larson Financial Group
Missouri
$243K +$361 +2 +0.2%
TIM
2131
Thompson Investment Management
Wisconsin
$243K
PF
2132
Phoenix Financial
Israel
$243K -$1.66M -9,230 -88%
KF
2133
KKM Financial
Illinois
$243K +$222K +1,229 New
AWM
2134
AAF Wealth Management
Massachusetts
$243K
CWS
2135
Cypress Wealth Services
California
$242K -$162K -898 -42%
WA
2136
Wealth Architects
California
$242K -$63.1K -350 -22%
OCBCO
2137
Oversea-Chinese Banking Corp (OCBC)
Singapore
$242K -$221K -1,225 -50%
RIM
2138
Rockbridge Investment Management
New York
$240K -$15.3K -85 -7%
FG
2139
Foster Group
Iowa
$240K
GG
2140
GenWealth Group
New Jersey
$238K
LJHT
2141
Laurie J. Hall Trustee
$238K +$73.6K +408 +51%
CAC
2142
Core Alternative Capital
Georgia
$237K -$49.2K -273 -19%
KLWA
2143
Kelly Lawrence W & Associates
California
$237K -$7.57K -42 -3%
WPA
2144
West Paces Advisors
Georgia
$237K
FFO
2145
Fortitude Family Office
Arizona
$237K +$216K +1,198 New
EWA
2146
Encompass Wealth Advisors
Oregon
$236K
APW
2147
Austin Private Wealth
Texas
$236K
MCM
2148
Mengis Capital Management
Oregon
$236K
CHA
2149
Cooper/Haims Advisors
New York
$236K +$2.34K +13 +1%
PWG
2150
Portside Wealth Group
Utah
$235K -$15K -83 -7%

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.