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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
BSG
2151
Black Swift Group
Colorado
$20K -$1.76K -9 -8%
AWM
2152
Atticus Wealth Management
Florida
$20K
CL
2153
COWA LLC
Oklahoma
$19K
SFMG
2154
Sage Financial Management Group
Virginia
$19K +$18.4K +94 New
AWM
2155
Avondale Wealth Management
Texas
$18K
CAL
2156
Capital Advisors Ltd
Ohio
$18K
SSWG
2157
Seven Springs Wealth Group
Tennessee
$16K -$781 -4 -5%
AP
2158
Arlington Partners
Alabama
$16K
IAS
2159
IMA Advisory Services
Colorado
$16K
PG
2160
Proffitt & Goodson
Tennessee
$16K
HFM
2161
Harvest Fund Management
China
$15K -$76.5K -392 -84%
ACA
2162
Atlas Capital Advisors
Wyoming
$14.1K +$13.5K +69 New
NFSG
2163
Newbridge Financial Services Group
Florida
$14K -$10.2K -52 -43%
TJHA
2164
Thomas J. Herzfeld Advisors
Florida
$13K -$781 -4 -6%
CWAF
2165
Core Wealth Advisors (Florida)
Florida
$13K
FCM
2166
Firestone Capital Management
Florida
$13K
APC
2167
Aspire Private Capital
North Carolina
$13K +$4.3K +22 +55%
FA
2168
Fortis Advisors
Pennsylvania
$12K
FPW
2169
Flagship Private Wealth
Massachusetts
$11.4K
DWMG
2170
DB Wealth Management Group
California
$11K +$195 +1 +2%
BWL
2171
Bogart Wealth LLC
Virginia
$11K +$10.3K +53 New
WIM
2172
Westside Investment Management
California
$10.9K +$10.3K +53 +18%
ARIS
2173
Advanced Research Investment Solutions
California
$9K
BBHC
2174
Brown Brothers Harriman & Co
New York
$8K -$97.6K -500 -1%
JPLA
2175
Joseph P. Lucia & Associates
New York
$7K +$1.17K +6 +22%

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.