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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
VCG
2276
Vantage Consulting Group
Virginia
-$69K -343 Closed
POIA
2277
Pin Oak Investment Advisors
Texas
-$57K -283 Closed
SFG
2278
Sowa Financial Group
Rhode Island
-$53K -265 Closed
OIM
2279
Oder Investment Management
California
-$40K -201 Closed
KC
2280
Kinloch Capital
Virginia
-$40K -199 Closed
GWM
2281
Greenhouse Wealth Management
Connecticut
-$39K -193 Closed
HGWM
2282
Harvest Group Wealth Management
Massachusetts
-$35K -173 Closed
HFS
2283
Hantz Financial Services
Michigan
-$32K -160 Closed
CWM
2284
Curi Wealth Management
North Carolina
-$29K -146 Closed
NWA
2285
Navis Wealth Advisors
New York
-$21K -107 Closed
DTIM
2286
Danda Trouve Investment Management
Kansas
-$21K -106 Closed
NICM
2287
Neo Ivy Capital Management
New York
-$16K -82 Closed
EA
2288
Elm Advisors
California
-$16K -80 Closed
KCM
2289
Kathmere Capital Management
Pennsylvania
-$16K -79 Closed
IWP
2290
IAG Wealth Partners
Wisconsin
-$14K -69 Closed
MCM
2291
McMillion Capital Management
North Carolina
-$13K -67 Closed
CTFG
2292
Capstone Triton Financial Group
Oklahoma
-$13K -65 Closed
D
2293
Diversified
Delaware
-$7K -48 Closed
LGA
2294
Lebenthal Global Advisors
New York
-$8K -44 Closed
PS
2295
Planned Solutions
California
-$6K -28 Closed
NG
2296
NWK Group
California
-$5K -23 Closed
Simplex Trading
2297
Simplex Trading
Illinois
+$15.4K +79 New

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.