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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
QSS
2251
Quantitative Systematic Strategies
Florida
-$266K -1,326 Closed
GSWM
2252
Golden State Wealth Management
California
-$262K -1,305 Closed
GC
2253
Grace Capital
Massachusetts
-$255K -1,273 Closed
CT
2254
Columbia Trust
Oregon
-$252K -1,262 Closed
BFM
2255
Boothbay Fund Management
New York
-$239K -1,194 Closed
KPW
2256
Kore Private Wealth
New York
-$239K -1,192 Closed
PWP
2257
Private Wealth Partners
California
-$237K -1,183 Closed
NQWM
2258
Northwest Quadrant Wealth Management
Oregon
-$235K -1,181 Closed
BAAM
2259
Baker Avenue Asset Management
California
-$221K -1,107 Closed
MFS
2260
Madrona Financial Services
Washington
-$220K -1,095 Closed
FWM
2261
FSA Wealth Management
Massachusetts
-$214K -1,065 Closed
FMI
2262
F/M Investments
District of Columbia
-$211K -1,050 Closed
SRC
2263
Shufro Rose & Co
New York
-$204K -1,020 Closed
NAS
2264
Nicolet Advisory Services
Wisconsin
-$200K -999 Closed
ICP
2265
Interchange Capital Partners
Pennsylvania
-$186K -928 Closed
PI
2266
PEAK6 Investments
Illinois
-$172K -883 Closed
CYG
2267
Clean Yield Group
Vermont
-$138K -688 Closed
OPW
2268
Oxler Private Wealth
New York
-$127K -637 Closed
IA
2269
Inspire Advisors
Idaho
-$123K -615 Closed
SWA
2270
Safir Wealth Advisors
New Hampshire
-$106K -531 Closed
BWA
2271
Burt Wealth Advisors
Maryland
-$98K -487 Closed
PCA
2272
Peddock Capital Advisors
Massachusetts
-$95K -472 Closed
FFG
2273
Fortem Financial Group
California
-$88K -440 Closed
SIAG
2274
Safeguard Investment Advisory Group
California
-$77K -385 Closed
IA
2275
IFS Advisors
Kansas
-$71K -355 Closed

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.