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Honeywell

2,302 hedge funds and large institutions have $95.9B invested in Honeywell in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 915 increasing their positions, 914 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 915 | Existing positions reduced: 914

0.24% less ownership

Funds ownership: 79.35%79.12% (-0.24%)

1% less first-time investments, than exits

New positions opened: 152 | Existing positions closed: 153

2% less funds holding

Funds holding: 2,3542,302 (-52)

10% less call options, than puts

Call options by funds: $840M | Put options by funds: $938M

11% less capital invested

Capital invested by funds: $108B → $95.9B (-$11.9B)

40% less funds holding in top 10

Funds holding in top 10: 8048 (-32)

Holders
2,302
Holders Change
-52
Holders Change %
-2.21%
% of All Funds
36.68%
Holding in Top 10
48
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-40%
% of All Funds
0.76%
New
152
Increased
915
Reduced
914
Closed
153
Calls
$840M
Puts
$938M
Net Calls
-$98.3M
Net Calls Change
+$450M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
2276
Mendota Financial Group
Wisconsin
$7.78K
DF
2277
DecisionPoint Financial
Arizona
$6.5K +$6.77K +36 New
IHWM
2278
Iron Horse Wealth Management
Iowa
$6.31K +$2.07K +11 +46%
MWA
2279
Miller Wealth Advisors
Colorado
$6K -$564K -2,998 -99%
GAG
2280
Goodman Advisory Group
Massachusetts
$5.92K
FFL
2281
Financial Freedom LLC
Ohio
$5.64K +$188 +1 +3%
RI
2282
Ridgewood Investments
New Jersey
$4.97K +$5.26K +28 New
ACA
2283
Atlas Capital Advisors
Wyoming
$4.78K
CIR
2284
Clear Investment Research
Georgia
$4.78K +$2.26K +12 +80%
YAL
2285
Your Advocates Ltd
Texas
$4.3K +$564 +3 +14%
CWM
2286
Cedar Wealth Management
California
$4.01K
TCM
2287
TD Capital Management
Tennessee
$3.82K
CPFP
2288
Clear Perspectives Financial Planning
Ohio
$3.63K
MBFW
2289
Morton Brown Family Wealth
Pennsylvania
$3.63K +$3.76K +20 New
SIC
2290
SJS Investment Consulting
Ohio
$3.25K -$2.07K -11 -38%
BAM
2291
Baldrige Asset Management
Pennsylvania
$3K
OAJ
2292
Ogorek Anthony Joseph
New York
$3K
JIR
2293
James Investment Research
Ohio
$3K +$2.82K +15 New
NMG
2294
New Millennium Group
Utah
$2.48K
RWML
2295
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.29K
IWP
2296
IAG Wealth Partners
Wisconsin
$2.1K +$2.26K +12 New
GM
2297
GeoWealth Management
Illinois
$2K -$541K -2,878 -100%
HWM
2298
HighMark Wealth Management
Minnesota
$1.91K
SWG
2299
Summit Wealth Group
Vermont
$1K +$35.8M +190,207 New
TWP
2300
TFO Wealth Partners
Ohio
$573 -$1.69K -9 -75%

HON Hedge Fund Activity: Q1 2023 in Review

2,302 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q1 2023, worth a combined $95.9B — down 11% from $108B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of HON and 152 opened new positions — a net loss of 1 holder — while 914 trimmed existing stakes and 915 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $364M. The largest seller was Capital International Investors, cutting an estimated $891M.

  • 2,302 institutional investors held Honeywell (HON) as of Q1 2023, down from 2,354 in Q4 2022.
  • Funds reported $95.9B of Honeywell stock for Q1 2023, down 11% quarter-over-quarter.
  • 152 funds opened new Honeywell positions in Q1 2023 and 153 closed out, a net change of -1 holder.
  • The largest Honeywell buyer in Q1 2023 was Renaissance Technologies, an estimated $364M added.
  • The largest Honeywell seller in Q1 2023 was Capital International Investors, an estimated $891M sold.

Based on aggregated 13F filings for Q1 2023.