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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
AS
2176
Altshuler Shaham
Israel
$7K +$6.64K +34 New
DI
2177
Disciplined Investments
Oklahoma
$5K
IHWM
2178
Iron Horse Wealth Management
Iowa
$5K
LGWM
2179
Litman Gregory Wealth Management
California
$5K
CIA
2180
CSat Investment Advisory
Michigan
$5K +$391 +2 +10%
RBC
2181
Roble Belko & Company
Pennsylvania
$5K +$1.17K +6 +38%
CPFP
2182
Clear Perspectives Financial Planning
Ohio
$4K
TCM
2183
TD Capital Management
Tennessee
$4K
Walleye Capital
2184
Walleye Capital
New York
$3.54K -$5.86K -30 -0.2%
TIA
2185
Traphagen Investment Advisors
New Jersey
$3.06K +$81.8M +419,095 New
LFG
2186
Larson Financial Group
Missouri
$3K -$15.4K -79 -83%
LAS
2187
Lloyd Advisory Services
Georgia
$3K
OAJ
2188
Ogorek Anthony Joseph
New York
$3K
JIR
2189
James Investment Research
Ohio
$3K +$2.73K +14 New
HWM
2190
HighMark Wealth Management
Minnesota
$2K
TFA
2191
Transamerica Financial Advisors
Florida
$2K
AMC
2192
Asset Management Corp
Illinois
$1.7K -$19.7K -101 -1%
CAM
2193
Costello Asset Management
Pennsylvania
$1K
MGIM
2194
M&G Investment Management
United Kingdom
$460 -$38.5K -197 -8%
ED
2195
Exane Derivatives
France
$434 -$116K -595 -100%
FGAM
2196
Financial Gravity Asset Management
Texas
$27
SWM
2197
Sugarloaf Wealth Management
Georgia
$18
FMI
2198
Fiduciary Management Inc
Wisconsin
-$350M -1,743,439 Closed
ELC
2199
Edgar Lomax Company
Virginia
-$32.7M -163,256 Closed
MSA
2200
Mason Street Advisors
Wisconsin
-$20.6M -102,701 Closed

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.