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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
BSC
2176
Brown Shipley & Co
United Kingdom
$225K
CFA
2177
Capstone Financial Advisors
Illinois
$224K +$205K +1,135 New
RWM
2178
Revisor Wealth Management
Ohio
$224K +$205K +1,135 New
SAM
2179
SignalPoint Asset Management
Missouri
$224K +$205K +1,136 New
MC
2180
Middleton & Co
Massachusetts
$224K +$204K +1,133 New
LWM
2181
Lakeridge Wealth Management
Ohio
$224K +$204K +1,132 New
WDL
2182
Well Done LLC
Michigan
$224K +$204K +1,132 New
KCFA
2183
Key Client Fiduciary Advisors
New Jersey
$223K -$18.8K -104 -8%
BGAI
2184
Bruce G. Allen Investments
Colorado
$222K +$203K +1,125 New
CIA
2185
Cascade Investment Advisors
Oregon
$222K +$203K +1,125 New
EW
2186
Element Wealth
Mississippi
$222K +$202K +1,123 New
PA
2187
Probity Advisors
Texas
$221K +$201K +1,117 New
PHWM
2188
Pine Harbor Wealth Management
Maryland
$221K +$201K +1,116 New
SCM
2189
Sterneck Capital Management
Missouri
$221K +$201K +1,116 New
HIP
2190
Harrell Investment Partners
Texas
$220K +$201K +1,115 New
KA
2191
KLCM Advisors
Wisconsin
$220K +$201K +1,114 New
MW
2192
Maia Wealth
Colorado
$220K +$201K +1,114 New
DAM
2193
Derbend Asset Management
Georgia
$220K +$201K +1,113 New
EWM
2194
Executive Wealth Management
Michigan
$220K -$6.85K -38 -3%
LFS
2195
Leibman Financial Services
Nebraska
$220K +$200K +1,112 New
HIG
2196
Heritage Investment Group
Florida
$219K +$200K +1,110 New
CAG
2197
Curtis Advisory Group
California
$219K +$200K +1,108 New
PCM
2198
Passive Capital Management
Maryland
$219K +$200K +1,108 New
NCM
2199
Next Capital Management
New York
$219K +$199K +1,106 New
FA
2200
Fermata Advisors
California
$218K -$26K -144 -12%

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.