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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
MCM
2201
MV Capital Management
Maryland
$132K +$20.4K +110 +20%
KFP
2202
KB Financial Partners
New Jersey
$129K -$549K -2,955 -82%
TAIM
2203
TD Ameritrade Investment Management
Nebraska
$126K -$7.8K -42 -6%
TH
2204
TCTC Holdings
Texas
$125K -$5.39K -29 -4%
FNBOSM
2205
First National Bank of South Miami
Florida
$125K
TCA
2206
Trifecta Capital Advisors
Illinois
$124K -$13.9K -75 -11%
AIM
2207
Anchor Investment Management
South Carolina
$122K
FCM
2208
Firsthand Capital Management
California
$120K +$114K +615 New
TFM
2209
TFC Financial Management
Massachusetts
$120K +$6.87K +37 +6%
YDMI
2210
Y.D. More Investments
Israel
$119K -$1.86K -10 -2%
MAM
2211
Marquette Asset Management
Minnesota
$118K
PP
2212
PFS Partners
New Jersey
$118K -$29.2K -157 -21%
PCA
2213
Providence Capital Advisors
North Carolina
$118K
MIM
2214
Macroview Investment Management
Maryland
$113K
TSWM
2215
Tyler-Stone Wealth Management
Ohio
$113K +$107K +576 New
MLA
2216
MB, Levis & Associates
Pennsylvania
$113K +$557 +3 +0.5%
LF
2217
Lee Financial
Texas
$112K
GCM
2218
Gables Capital Management
Florida
$111K
MAWCM
2219
Mine & Arao Wealth Creation & Management
California
$111K
NC
2220
NewSquare Capital
Pennsylvania
$110K +$18.9K +102 +22%
KI
2221
Kapitalo Investimentos
Brazil
$110K -$10K -54 -9%
CSWM
2222
Cassady Schiller Wealth Management
Ohio
$108K
CCMI
2223
Creative Capital Management Investments
California
$107K
BIA
2224
Bell Investment Advisors
California
$106K +$27.1K +146 +37%
BWS
2225
Buck Wealth Strategies
Colorado
$106K +$49.4K +266 +96%

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.