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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
AA
2176
Addison Advisors
Vermont
$182K +$743 +4 +0.4%
SWA
2177
Sutton Wealth Advisors
Florida
$179K -$743 -4 -0.4%
TC
2178
Tacita Capital
Ontario, Canada
$177K
POIA
2179
Pin Oak Investment Advisors
Texas
$177K +$66.1K +356 +65%
SWA
2180
SOA Wealth Advisors
New York
$175K
JGIA
2181
Jackson Grant Investment Advisers
Connecticut
$171K +$186 +1 +0.1%
OCM
2182
Osterweis Capital Management
California
$171K +$129K +695 +390%
JFG
2183
Jefferies Financial Group
New York
$169K -$4.63M -24,918 -97%
TC
2184
Trust Company
Kansas
$168K
HCM
2185
Highlander Capital Management
New Jersey
$166K
AWM
2186
AllSquare Wealth Management
New York
$164K
TF
2187
TimeScale Financial
Massachusetts
$164K -$8.73K -47 -5%
AA
2188
AlphaMark Advisors
Kentucky
$161K
TCWA
2189
Ten Capital Wealth Advisors
Washington
$158K +$17.8K +96 +13%
HWA
2190
HHM Wealth Advisors
Tennessee
$157K -$2.23K -12 -1%
LJHT
2191
Laurie J. Hall Trustee
$156K
CUAMC
2192
China Universal Asset Management Company
China
$156K +$108K +583 +272%
ZB
2193
Zions Bancorporation
Utah
$155K -$2.23K -12 -1%
TIM
2194
Tortoise Investment Management
New York
$153K +$31.2K +168 +27%
JWM
2195
Janiczek Wealth Management
Colorado
$152K +$3.71K +20 +3%
SF
2196
Safeguard Financial
Wisconsin
$148K +$141K +758 New
WFA
2197
West Financial Advisors
Iowa
$144K +$5.94K +32 +5%
PO
2198
Private Ocean
California
$144K +$102K +548 +295%
WIM
2199
Westside Investment Management
California
$140K
BCMLT
2200
Beacon Capital Management LLC (Tennessee)
Tennessee
$139K +$15.8K +85 +14%

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.