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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
SSG
2226
Summit Securities Group
New York
$106K +$101K +543 +54,300%
PIAS
2227
PCA Investment Advisory Services
Ohio
$104K +$99.2K +534 New
DAC
2228
Dividend Assets Capital
South Carolina
$104K -$39.4K -212 -29%
WBC
2229
West Branch Capital
Massachusetts
$101K
GWMI
2230
Guardian Wealth Management (Illinois)
Illinois
$100K +$371 +2 +0.4%
MWM
2231
Mascoma Wealth Management
New Hampshire
$99.5K -$17.3K -93 -14%
DI
2232
Disciplined Investments
Oklahoma
$96.3K +$186 +1 +0.2%
HCM
2233
Horrell Capital Management
Arkansas
$93K
NFSG
2234
Newbridge Financial Services Group
Florida
$91.7K +$17.3K +93 +25%
APW
2235
Atlantic Private Wealth
North Carolina
$90.9K +$371 +2 +0.4%
GWSA
2236
Global Wealth Strategies & Associates
Colorado
$90.3K
EWP
2237
Elevation Wealth Partners
California
$89.2K
ETC
2238
Exchange Traded Concepts
Oklahoma
$88.6K +$186 +1 +0.2%
C
2239
Covestor
United Kingdom
$88K +$14.3K +77 +21%
SIS
2240
Sound Income Strategies
Florida
$87.2K -$5.76K -31 -6%
GA
2241
GoalVest Advisory
New York
$85.9K +$81.5K +439 New
KFS
2242
Kelly Financial Services
Massachusetts
$85.2K +$20.6K +111 +34%
HCM
2243
Hollencrest Capital Management
California
$85K +$186 +1 +0.2%
ANBT
2244
American National Bank & Trust
Texas
$84K -$2.97K -16 -4%
TC
2245
Truvestments Capital
Florida
$83K
BCPWM
2246
Bradley & Co Private Wealth Management
Florida
$75.9K
PAM
2247
Paradigm Asset Management
New York
$74.1K -$1.04M -5,623 -94%
ICM
2248
Intrepid Capital Management
Florida
$73K +$69.3K +373 New
IRC
2249
Investors Research Corp
Georgia
$69.1K
RA
2250
Rise Advisors
New York
$68.6K -$929 -5 -1%

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.