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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
SN
2251
Sittner & Nelson
Oregon
$65.2K +$7.06K +38 +13%
EARNEST Partners
2252
EARNEST Partners
Georgia
$62.7K
ASBI
2253
American State Bank (Iowa)
Iowa
$62.3K
AWM
2254
Avondale Wealth Management
Texas
$62.3K
UIA
2255
Ulland Investment Advisors
Minnesota
$62K
OA
2256
Operose Advisors
Wisconsin
$61.8K
APC
2257
Aspire Private Capital
North Carolina
$61.7K +$186 +1 +0.3%
SC
2258
Stephens Consulting
Michigan
$60.5K -$7.24K -39 -11%
CWM
2259
Cranbrook Wealth Management
Michigan
$60.2K
FFA
2260
Fairfield Financial Advisors
Massachusetts
$57.6K +$371 +2 +0.7%
FMTCOCP
2261
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56K
IAS
2262
IMA Advisory Services
Colorado
$55.6K
CH
2263
Canton Hathaway
Rhode Island
$55K
IAIM
2264
Industrial Alliance Investment Management
Quebec, Canada
$54K -$13.1M -70,476 -100%
RFG
2265
RFP Financial Group
Georgia
$52.2K
AWM
2266
Abound Wealth Management
Tennessee
$51K +$9.29K +50 +24%
AW
2267
Avion Wealth
Texas
$50K +$5.76K +31 +13%
BCMIO
2268
Beacon Capital Management Inc (Ohio)
Ohio
$49.8K
GKIM
2269
GW&K Investment Management
Massachusetts
$49K +$46.2K +249 New
AFS
2270
Annapolis Financial Services
Maryland
$47.7K
LFA
2271
Level Financial Advisors
New York
$46.9K
RTC
2272
Riverview Trust Company
Washington
$46.1K +$14.3K +77 +48%
SCA
2273
Stuart Chaussee & Associates
California
$45.9K -$8.36K -45 -16%
CFFP
2274
Center for Financial Planning
Michigan
$45.4K +$4.09K +22 +10%
BAM
2275
Byrne Asset Management
New Jersey
$44K

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.