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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
ACM
2151
AUA Capital Management
Pennsylvania
$235K
HCM
2152
Hengehold Capital Management
Ohio
$235K
EPA
2153
Element Pointe Advisors
Florida
$234K +$213K +1,184 New
AWA
2154
Aaron Wealth Advisors
Illinois
$233K +$213K +1,181 New
BP
2155
BBR Partners
New York
$233K +$213K +1,179 New
TWM
2156
Triton Wealth Management
Arizona
$233K +$9.74K +54 +5%
AP
2157
Aspect Partners
Virginia
$232K +$212K +1,175 New
FVWA
2158
Foster Victor Wealth Advisors
South Carolina
$232K +$1.44K +8 +0.7%
PBO
2159
Peoples Bank (Ohio)
Ohio
$232K
RIM
2160
Reliant Investment Management
Tennessee
$231K +$3.25K +18 +2%
IAG
2161
Investment Advisory Group
Massachusetts
$231K -$19.7K -109 -9%
RIA
2162
Realta Investment Advisors
Delaware
$230K -$15.9K -88 -7%
DWM
2163
Destination Wealth Management
California
$230K +$210K +1,165 New
WMA
2164
Wealth Management Associates
New Jersey
$230K +$210K +1,164 New
SAF
2165
Smith Anglin Financial
Texas
$230K +$1.98K +11 +1%
EWM
2166
Elevatus Welath Management
New York
$230K -$1.98K -11 -0.9%
LIA
2167
LBMC Investment Advisors
Tennessee
$229K +$209K +1,161 New
SDJVC
2168
St. Denis J. Villere & Co
Louisiana
$229K -$47.8K -265 -19%
OCM
2169
Orion Capital Management
California
$228K
ST
2170
Somerset Trust
Pennsylvania
$227K -$31.9K -177 -13%
NRC
2171
New Republic Capital
North Carolina
$227K -$15.3K -85 -7%
KA
2172
Kure Advisory
Minnesota
$226K -$10.8K -60 -5%
WLIM
2173
White Lighthouse Investment Management
Massachusetts
$225K -$9.56K -53 -4%
TC
2174
Trilogy Capital
California
$225K +$205K +1,138 New
KFGK
2175
Keystone Financial Group (Kentucky)
Kentucky
$225K -$49.9K -277 -20%

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.