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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
MJRIC
2151
Mogy Joel R Investment Counsel
California
$208K +$197K +1,061 New
QFA
2152
Quantum Financial Advisors
California
$207K +$197K +1,061 New
LSIA
2153
LaSalle St. Investment Advisors
Illinois
$207K -$45.5K -245 -19%
DAM
2154
Doheny Asset Management
California
$207K +$197K +1,061 New
EBSAM
2155
Eubel Brady & Suttman Asset Management
Ohio
$207K +$197K +1,061 New
MWPCG
2156
Measured Wealth Private Client Group
New Hampshire
$207K +$196K +1,057 New
AW
2157
Alaethes Wealth
Nevada
$206K +$196K +1,053 New
MSA
2158
Marino Stram & Associates
Massachusetts
$206K +$195K +1,051 New
TA
2159
TruWealth Advisors
Louisiana
$206K +$195K +1,051 New
CIA
2160
Cape Investment Advisory
Georgia
$206K +$186 +1 +0.1%
SA
2161
Syntax Advisors
New York
$205K -$12.8K -69 -6%
VCG
2162
Vantage Consulting Group
Virginia
$205K -$12.8K -69 -6%
WFS
2163
Widmann Financial Services
Maryland
$204K +$194K +1,045 New
JHCP
2164
Jackson Hole Capital Partners
Oklahoma
$203K -$72.6K -391 -27%
BMWM
2165
Brown Miller Wealth Management
Virginia
$203K +$192K +1,036 New
GWCM
2166
Godshalk Welsh Capital Management
Pennsylvania
$202K +$192K +1,034 New
FCB
2167
First Command Bank
Texas
$202K -$3.53K -19 -2%
FCFS
2168
First Command Financial Services
Texas
$202K -$3.53K -19 -2%
KWS
2169
Keystone Wealth Services
California
$201K +$191K +1,029 New
BHIA
2170
Birch Hill Investment Advisors
Massachusetts
$201K +$191K +1,028 New
HI
2171
Hendershot Investments
Virginia
$201K
SWM
2172
Seaside Wealth Management
California
$200K +$190K +1,025 New
HCM
2173
Hengehold Capital Management
Ohio
$200K +$190K +1,024 New
FMP
2174
Financial Management Professionals
Texas
$192K +$1.3K +7 +0.7%
CB
2175
Centennial Bank
Arkansas
$182K

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.