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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
SFG
2276
Steward Financial Group
Texas
$44K +$42.3K +228 New
AAP
2277
Arax Advisory Partners
Colorado
$43.4K +$3.34K +18 +9%
ACM
2278
Antonetti Capital Management
Florida
$42.1K
CCP
2279
Carmel Capital Partners
California
$41.5K -$87.1K -469 -69%
NECFA
2280
New England Capital Financial Advisors
Connecticut
$40.8K
AWM
2281
Ameliora Wealth Management
Switzerland
$39.6K
AT
2282
Avalon Trust
New Mexico
$39.4K -$5.76K -31 -13%
IPW
2283
Impact Partnership Wealth
Georgia
$38.4K +$36.4K +196 New
CMP
2284
Coston McIsaac & Partners
Maine
$38K +$9.84K +53 +37%
RCM
2285
Raleigh Capital Management
North Carolina
$37.6K +$2.6K +14 +8%
FCG
2286
Financial Connections Group
California
$37K
Loomis, Sayles & Company
2287
Loomis, Sayles & Company
Massachusetts
$35K
FSWA
2288
Financial Synergies Wealth Advisors
Texas
$34.2K +$186 +1 +0.6%
MIM
2289
Manitou Investment Management
Ontario, Canada
$34.2K
MFT
2290
Moisand Fitzgerald Tamayo
Florida
$34K
KC
2291
Knuff & Co
California
$33.6K
MAM
2292
Magellan Asset Management
Australia
$33.2K -$1.49K -8 -4%
RFA
2293
Resurgent Financial Advisors
Georgia
$32.8K +$10.4K +56 +50%
SVCP
2294
Silicon Valley Capital Partners
California
$32K -$26.9K -145 -47%
SAG
2295
Spotlight Asset Group
Illinois
$32K +$30.3K +163 New
ME
2296
McIlrath & Eck
Washington
$31.7K
FCMT
2297
Founders Capital Management (Texas)
Texas
$31.1K
CQS
2298
Credential Qtrade Securities
$30.7K
TWD
2299
True Wealth Design
Ohio
$29.7K -$2.04K -11 -7%
WWM
2300
Wolff Wiese Magana
California
$28.2K

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.