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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
ASC
201
Atalanta Sosnoff Capital
New York
$43.6M -$941K -5,221 -2%
Creative Planning
202
Creative Planning
Kansas
$43M -$1.59M -8,825 -4%
AA
203
Ancora Advisors
Ohio
$42.8M -$45.8K -254 -0.1%
CTB
204
Country Trust Bank
Illinois
$41.6M +$1.38M +7,633 +4%
William Blair & Company
205
William Blair & Company
Illinois
$41.1M -$633K -3,512 -2%
CA
206
Commerzbank Aktiengesellschaft
Germany
$41M -$794K -4,406 -2%
BTCPP
207
Border to Coast Pensions Partnership
United Kingdom
$39.9M +$976K +5,411 +3%
CWM
208
CIBC World Markets
New York
$39.7M +$7.07M +39,190 +24%
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$39.2M -$4.8M -26,637 -12%
ASRS
210
Arizona State Retirement System
Arizona
$39.2M -$310K -1,719 -0.9%
MML Investors Services
211
MML Investors Services
Massachusetts
$39.1M +$5.23M +29,022 +17%
DZ Bank
212
DZ Bank
Germany
$39M -$8.3M -46,011 -19%
MCM
213
MAI Capital Management
Ohio
$38.8M -$82.9K -460 -0.2%
CWM
214
Congress Wealth Management
Massachusetts
$38.7M +$526K +2,919 +2%
Canada Life
215
Canada Life
Manitoba, Canada
$38.5M -$186K -1,034 -0.5%
Voloridge Investment Management
216
Voloridge Investment Management
Florida
$38.3M -$12.9M -71,805 -27%
SOMRS
217
State of Michigan Retirement System
Michigan
$37.9M -$287K -1,592 -0.8%
BG
218
Bahl & Gaynor
Ohio
$37.7M -$1.16M -6,425 -3%
SFA
219
Sequoia Financial Advisors
Ohio
$37.6M +$11.9M +65,949 +53%
ECM
220
ExodusPoint Capital Management
New York
$37.4M +$4.63M +25,658 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
221
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$37.2M +$11.7M +64,826 +53%
KFC
222
Klingenstein Fields & Co
New York
$36.8M -$158K -879 -0.5%
CF
223
Covea Finance
France
$36.3M +$6.91M +38,323 +26%
RMA
224
Roffman Miller Associates
Pennsylvania
$36.2M -$195K -1,084 -0.6%
WJWM
225
Williams Jones Wealth Management
New York
$34.7M -$5.14M -28,525 -14%

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.