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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
ATI
2201
ARK & TLK Investments
Oklahoma
$218K +$199K +1,105 New
FA
2202
Fiduciary Alliance
South Carolina
$218K -$13.3K -74 -6%
WDG
2203
Wealth Dimensions Group
Ohio
$218K +$199K +1,103 New
CWA
2204
Centennial Wealth Advisory
Michigan
$218K +$199K +1,102 New
FC
2205
Financial Council
Maryland
$217K +$198K +1,099 New
PIM
2206
Plato Investment Management
Australia
$217K +$198K +1,098 New
GWS
2207
Glassman Wealth Services
Virginia
$217K -$19.7K -109 -9%
BB
2208
Bell Bank
North Dakota
$216K +$197K +1,091 New
HC
2209
Hourglass Capital
Texas
$215K +$196K +1,089 New
BOS
2210
Bank of Stockton
California
$215K -$28.7K -159 -12%
TCBWMS
2211
Texas Capital Bank Wealth Management Services
Texas
$213K -$107K -593 -35%
HI
2212
Hendershot Investments
Virginia
$213K +$9.02K +50 +5%
MSCM
2213
McElhenny Sheffield Capital Management
Texas
$212K +$194K +1,075 New
TC
2214
Trust Company
Kansas
$211K
FCAS
2215
First Command Advisory Services
Texas
$211K +$6.85K +38 +4%
TW
2216
Traveka Wealth
California
$211K +$193K +1,069 New
GLLW
2217
Graves Light Lenhart Wealth
Virginia
$211K +$193K +1,068 New
EA
2218
Echo45 Advisors
California
$211K +$192K +1,066 New
RSVP
2219
Ramsay Stattman Vela & Price
Colorado
$211K +$192K +1,066 New
VSQM
2220
V-Square Quantitative Management
Illinois
$210K
CA
2221
Claris Advisors
Missouri
$210K +$192K +1,064 New
RPA
2222
Rock Point Advisors
Vermont
$210K +$192K +1,064 New
TF
2223
Trek Financial
Arizona
$210K -$40.4K -224 -17%
DAM
2224
Doheny Asset Management
California
$210K +$191K +1,061 New
SIA
2225
Sage Investment Advisers
New York
$210K -$19.1K -106 -9%

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.