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Honeywell

2,317 hedge funds and large institutions have $106B invested in Honeywell in 2021 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 923 increasing their positions, 791 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 289 | Existing positions closed: 104

17% more repeat investments, than reductions

Existing positions increased: 923 | Existing positions reduced: 791

7% more funds holding

Funds holding: 2,1702,317 (+147)

5% more call options, than puts

Call options by funds: $964M | Put options by funds: $913M

0.29% less ownership

Funds ownership: 78.99%78.7% (-0.29%)

28% less funds holding in top 10

Funds holding in top 10: 4633 (-13)

29% less capital invested

Capital invested by funds: $150B → $106B (-$43.7B)

Holders
2,317
Holders Change
+147
Holders Change %
+6.77%
% of All Funds
35.65%
Holding in Top 10
33
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-28.26%
% of All Funds
0.51%
New
289
Increased
923
Reduced
791
Closed
104
Calls
$964M
Puts
$913M
Net Calls
+$50.2M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
JRFS
2201
James Reed Financial Services
Ohio
$70K +$72.9K +361 New
BA
2202
Bellwether Advisors
Nebraska
$69K
APP
2203
Alpha Paradigm Partners
Illinois
$69K +$70.7K +350 New
SC
2204
Stephens Consulting
Michigan
$67.7K +$69.7K +345 New
NFSG
2205
Newbridge Financial Services Group
Florida
$67K -$70.7K -350 -51%
MCM
2206
MV Capital Management
Maryland
$67K -$24.8K -123 -27%
BIA
2207
Bell Investment Advisors
California
$66K +$8.68K +43 +15%
EARNEST Partners
2208
EARNEST Partners
Georgia
$63K -$13.5K -67 -17%
IUHSA
2209
Itau Unibanco Holding S.A.
Brazil
$63K +$65.6K +325 New
ASBI
2210
American State Bank (Iowa)
Iowa
$62.6K
OA
2211
Operose Advisors
Wisconsin
$62K +$63.8K +316 New
MIM
2212
Meridiem Investment Management
United Kingdom
$56K
CH
2213
Canton Hathaway
Rhode Island
$55K
KFS
2214
Kelly Financial Services
Massachusetts
$54.7K +$202 +1 +0.4%
SFA
2215
Semmax Financial Advisors
North Carolina
$52K -$19.6K -97 -27%
FEG
2216
Financial Enhancement Group
Indiana
$52K
SAM
2217
Strategic Asset Management
Minnesota
$52K
TIM
2218
Tevis Investment Management
Texas
$52K +$53.1K +263 New
AAP
2219
Arax Advisory Partners
Colorado
$50K -$808 -4 -2%
BCMIO
2220
Beacon Capital Management Inc (Ohio)
Ohio
$50K
ACM
2221
Antonetti Capital Management
Florida
$49K -$5.45K -27 -10%
AP
2222
Arlington Partners
Alabama
$49K +$19K +94 +61%
DWA
2223
Delos Wealth Advisors
Texas
$49K +$39K +193 +333%
SOW
2224
State of Wyoming
Wyoming
$48K -$53.5K -265 -52%
AFS
2225
Annapolis Financial Services
Maryland
$48K -$8.48K -42 -15%

HON Hedge Fund Activity: Q4 2021 in Review

2,317 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q4 2021, worth a combined $106B — down 29% from $150B a quarter earlier.

Buyers outnumbered sellers: 289 funds opened new HON positions and 104 closed out — a net gain of 185 holders — while 923 added to existing stakes and 791 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $288M. The largest seller was Capital World Investors, cutting an estimated $2.19B.

  • 2,317 institutional investors held Honeywell (HON) as of Q4 2021, up from 2,170 in Q3 2021.
  • Funds reported $106B of Honeywell stock for Q4 2021, down 29% quarter-over-quarter.
  • 289 funds opened new Honeywell positions in Q4 2021 and 104 closed out, a net change of +185 holders.
  • The largest Honeywell buyer in Q4 2021 was Wellington Management Group, an estimated $288M added.
  • The largest Honeywell seller in Q4 2021 was Capital World Investors, an estimated $2.19B sold.

Based on aggregated 13F filings for Q4 2021.