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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
CA
2251
Centerpoint Advisors
Massachusetts
$185K -$26.3K -146 -13%
FWM
2252
FSA Wealth Management
Massachusetts
$184K +$168K +932 New
DMBA
2253
Deseret Mutual Benefit Administrators
Utah
$183K -$37.7K -209 -18%
CIA
2254
Cape Investment Advisory
Georgia
$182K +$180 +1 +0.1%
TC
2255
Tacita Capital
Ontario, Canada
$179K
JWM
2256
Janiczek Wealth Management
Colorado
$179K +$7.03K +39 +5%
DF
2257
Dunhill Financial
United Kingdom
$178K -$269K -1,492 -62%
AWM
2258
AllSquare Wealth Management
New York
$177K
LFASL
2259
Lugano Financial Advisors SA (LFA)
Switzerland
$174K
JGIA
2260
Jackson Grant Investment Advisers
Connecticut
$173K +$180 +1 +0.1%
ODG
2261
O'Dell Group
Ohio
$173K +$158K +876 New
OCM
2262
Osterweis Capital Management
California
$173K
ORAM
2263
One River Asset Management
Connecticut
$172K -$1.78M -9,876 -92%
HB
2264
Horizon Bancorp
Indiana
$171K +$2.7K +15 +2%
HCM
2265
Highlander Capital Management
New Jersey
$168K
ACA
2266
American Capital Advisory
Idaho
$168K +$153K +849 New
EC
2267
EntryPoint Capital
New York
$168K +$153K +848 New
GFPC
2268
Global Financial Private Client
Florida
$167K -$155K -861 -50%
SPWM
2269
Spartan Planning & Wealth Management
North Carolina
$167K +$152K +845 New
S
2270
Sachetta
Massachusetts
$163K +$149K +827 New
SWA
2271
SOA Wealth Advisors
New York
$157K
RA
2272
Rational Advisors
New York
$157K -$152K -844 -52%
HIIFS
2273
Harel Insurance Investments & Financial Services
Israel
$153K -$368K -2,042 -72%
ZB
2274
Zions Bancorporation
Utah
$153K -$2.52K -14 -2%
GKIM
2275
GW&K Investment Management
Massachusetts
$150K -$1.44K -8 -1%

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.