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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
OLVIG
2301
Oliver Lagore Vanvalin Investment Group
Michigan
$27.6K -$3.9K -21 -13%
EA
2302
Evolution Advisers
Virginia
$27K +$186 +1 +0.7%
HB
2303
Horizon Bancorp
Indiana
$26K +$24.9K +134 New
CPG
2304
Cornerstone Planning Group
New Jersey
$24.1K +$22.8K +123 New
SA
2305
SRH Advisors
Kansas
$23.7K
TWP
2306
TFO Wealth Partners
Ohio
$22.4K +$20.8K +112 +3,733%
WTG
2307
West Tower Group
Virginia
$21.4K +$20.2K +109 New
GC
2308
Gould Capital
Washington
$20.8K
SIS
2309
Strategic Investment Solutions
Illinois
$20.3K
JMF
2310
Johnson Midwest Financial
Iowa
$19.9K +$186 +1 +1%
TLA
2311
Tanglewood Legacy Advisors
Texas
$19.7K
NCM
2312
Northwest Capital Management
Oregon
$19.7K +$18.8K +101 New
CMA
2313
Cedar Mountain Advisors
Oregon
$18.9K
HIM
2314
Hillsdale Investment Management
Ontario, Canada
$18.7K +$17.6K +95 New
NSG
2315
Nalls Sherbakoff Group
Tennessee
$18K -$29K -156 -61%
RWPA
2316
Richard W. Paul & Associates
Michigan
$17.8K
OIS
2317
Okabena Investment Services
Minnesota
$16.8K +$16K +86 New
CP
2318
Castleview Partners
Texas
$16.2K
CYG
2319
Clean Yield Group
Vermont
$16.2K
MCI
2320
MRP Capital Investments
Georgia
$16.2K
SWM
2321
Sugarloaf Wealth Management
Georgia
$16K -$5.2K -28 -25%
IFAM
2322
Institutional & Family Asset Management
Colorado
$13.5K
HWP
2323
Highline Wealth Partners
California
$13.1K
MDCM
2324
Morgan Dempsey Capital Management
Wisconsin
$12.9K
FDCC
2325
Foster Dykema Cabot & Co
Massachusetts
$12K +$11.5K +62 New

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.