We are live on ! Find out more
HON icon

Honeywell

2,195 hedge funds and large institutions have $115B invested in Honeywell in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 862 increasing their positions, 858 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $931M | Put options by funds: $569M

46% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 99

1% more funds holding

Funds holding: 2,1712,195 (+24)

1% more capital invested

Capital invested by funds: $113B → $115B (+$1.59B)

0.5% more ownership

Funds ownership: 80.32%80.82% (+0.5%)

0% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 858

21% less funds holding in top 10

Funds holding in top 10: 9172 (-19)

Holders
2,195
Holders Change
+24
Holders Change %
+1.11%
% of All Funds
38.54%
Holding in Top 10
72
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-20.88%
% of All Funds
1.26%
New
145
Increased
862
Reduced
858
Closed
99
Calls
$931M
Puts
$569M
Net Calls
+$362M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
QP
201
Quilter Plc
United Kingdom
$40.9M +$1.3M +6,663 +3%
NIM
202
Northeast Investment Management
Massachusetts
$40.5M +$562K +2,879 +1%
EWA
203
EP Wealth Advisors
California
$40.3M +$3.51M +17,975 +10%
SOMRS
204
State of Michigan Retirement System
Michigan
$40.2M -$393K -2,015 -1%
NIG
205
NFJ Investment Group
Texas
$40.1M +$38.3M +196,087 New
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
$40.1M +$19.7M +100,731 +106%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$39.9M +$975K +4,996 +3%
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$39.9M +$17.9M +91,904 +89%
ACM
209
Advisors Capital Management
New Jersey
$39.5M +$5.12M +26,213 +16%
AIA
210
Avalon Investment & Advisory
Texas
$39.2M +$698K +3,573 +2%
TF
211
TIAA FSB
Florida
$38.8M +$601K +3,078 +2%
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$38.3M +$14.6M +74,726 +67%
AA
213
Ancora Advisors
Ohio
$37.9M +$567K +2,904 +2%
CT
214
Cambridge Trust
Massachusetts
$37.4M +$750K +3,841 +2%
SEI Investments
215
SEI Investments
Pennsylvania
$37.3M +$789K +4,039 +2%
MA
216
MUFG Americas
New York
$37.2M +$902K +4,621 +3%
Alyeska Investment Group
217
Alyeska Investment Group
Illinois
$36.5M +$34.8M +178,424 New
SEIA
218
Signature Estate & Investment Advisors
California
$36.3M +$1.92M +9,823 +6%
MIM
219
MetLife Investment Management
New Jersey
$36M -$968K -4,957 -3%
RMA
220
Roffman Miller Associates
Pennsylvania
$35.8M +$15.5M +79,296 +28%
Comerica Bank
221
Comerica Bank
Texas
$35.5M -$1.21M -6,188 -4%
BCM
222
Basswood Capital Management
New York
$35.4M
RC
223
Randolph Company
Ohio
$35.1M
KBC Group
224
KBC Group
Belgium
$35M +$1.51M +7,748 +5%
ERSOT
225
Employees Retirement System of Texas
Texas
$34.9M -$829K -4,244 -2%

HON Hedge Fund Activity: Q1 2021 in Review

2,195 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q1 2021, worth a combined $115B — up 1.4% from $113B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new HON positions and 99 closed out — a net gain of 46 holders — while 862 added to existing stakes and 858 trimmed.

The largest buyer was Vanguard Group, adding an estimated $886M. The largest seller was JP Morgan Chase, cutting an estimated $945M.

  • 2,195 institutional investors held Honeywell (HON) as of Q1 2021, up from 2,171 in Q4 2020.
  • Funds reported $115B of Honeywell stock for Q1 2021, up 1.4% quarter-over-quarter.
  • 145 funds opened new Honeywell positions in Q1 2021 and 99 closed out, a net change of +46 holders.
  • The largest Honeywell buyer in Q1 2021 was Vanguard Group, an estimated $886M added.
  • The largest Honeywell seller in Q1 2021 was JP Morgan Chase, an estimated $945M sold.

Based on aggregated 13F filings for Q1 2021.