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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
MJRIC
2226
Mogy Joel R Investment Counsel
California
$210K +$191K +1,061 New
QFA
2227
Quantum Financial Advisors
California
$210K +$191K +1,061 New
EBSAM
2228
Eubel Brady & Suttman Asset Management
Ohio
$208K +$189K +1,050 New
OAM
2229
Ostrum Asset Management
France
$207K +$721 +4 +0.4%
WFS
2230
Widmann Financial Services
Maryland
$207K +$188K +1,045 New
AA
2231
Addison Advisors
Vermont
$206K +$18K +100 +11%
JHCP
2232
Jackson Hole Capital Partners
Oklahoma
$205K +$187K +1,039 New
SWM
2233
Seaside Wealth Management
California
$205K +$187K +1,036 New
GWCM
2234
Godshalk Welsh Capital Management
Pennsylvania
$204K +$186K +1,034 New
HPM
2235
Hoxton Planning & Management
West Virginia
$204K +$186K +1,034 New
VFP
2236
Verus Financial Partners
Virginia
$204K -$24.5K -136 -11%
SPWG
2237
Syntegra Private Wealth Group
Missouri
$204K +$186K +1,030 New
CAM
2238
Chesapeake Asset Management
New York
$203K -$44K -244 -19%
POIA
2239
Pin Oak Investment Advisors
Texas
$203K
CC
2240
Centiva Capital
New York
$202K +$2.52K +14 +1%
MWPCG
2241
Measured Wealth Private Client Group
New Hampshire
$202K +$184K +1,023 New
VCG
2242
Vantage Consulting Group
Virginia
$202K +$184K +1,020 New
BWM
2243
BlackDiamond Wealth Management
New York
$201K +$200K +1,107 New
PP
2244
PrairieView Partners
Minnesota
$201K -$129K -716 -41%
FBFS
2245
First Business Financial Services
Wisconsin
$201K +$183K +1,015 New
HWA
2246
HHM Wealth Advisors
Tennessee
$200K +$22.9K +127 +14%
TIM
2247
Tortoise Investment Management
New York
$194K +$37.1K +206 +27%
FMP
2248
Financial Management Professionals
Texas
$192K -$1.08K -6 -0.6%
EBA
2249
Eagle Bay Advisors
New York
$187K -$170K -944 -50%
PP
2250
Pingora Partners
Wyoming
$186K +$169K +940 New

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.