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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
TCA
2276
Trifecta Capital Advisors
Illinois
$146K
WFA
2277
West Financial Advisors
Iowa
$146K
A
2278
AJOVista
Massachusetts
$146K +$133K +736 New
LF
2279
Lee Financial
Texas
$144K
AT
2280
Arlington Trust
Alabama
$142K -$34.1K -189 -21%
AA
2281
AlphaMark Advisors
Kentucky
$139K +$11.5K +64 +10%
HCM
2282
Hollencrest Capital Management
California
$139K +$49.2K +273 +63%
YDMI
2283
Y.D. More Investments
Israel
$137K +$36.6K +203 +41%
SIS
2284
Sound Income Strategies
Florida
$137K +$14.8K +82 +13%
PPWM
2285
PFG Private Wealth Management
Florida
$135K +$48K +266 +63%
GPFA
2286
Game Plan Financial Advisors
Ohio
$135K +$123K +684 New
CPA
2287
Clear Point Advisors
New York
$134K +$123K +680 New
MWM
2288
Mascoma Wealth Management
New Hampshire
$133K -$3.43K -19 -3%
CP
2289
Castleview Partners
Texas
$132K +$106K +588 +708%
CCA
2290
Catalyst Capital Advisors
New York
$131K -$990K -5,490 -89%
FFA
2291
Frazier Financial Advisors
Ohio
$131K +$119K +661 New
AIM
2292
Anchor Investment Management
South Carolina
$126K +$2.52K +14 +2%
TCWA
2293
Turtle Creek Wealth Advisors
Texas
$126K +$115K +638 New
UCB
2294
United Community Bank
South Carolina
$126K
OA
2295
Operose Advisors
Wisconsin
$126K -$109K -602 -49%
BCMLT
2296
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K
TFM
2297
TFC Financial Management
Massachusetts
$120K -$541 -3 -0.5%
MCM
2298
MV Capital Management
Maryland
$120K -$9.2K -51 -8%
MAM
2299
Marquette Asset Management
Minnesota
$120K
GC
2300
Garde Capital
Washington
$119K -$3.79K -21 -3%

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.