We are live on ! Find out more
HON icon

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
PCA
2301
Providence Capital Advisors
North Carolina
$119K
MLA
2302
MB, Levis & Associates
Pennsylvania
$115K +$541 +3 +0.5%
CSWM
2303
Cassady Schiller Wealth Management
Ohio
$115K
MIM
2304
Macroview Investment Management
Maryland
$115K -$64.4K -357 -38%
PWMG
2305
Private Wealth Management Group
New Jersey
$114K +$104K +578 New
TSWM
2306
Tyler-Stone Wealth Management
Ohio
$114K +$180 +1 +0.2%
WBC
2307
West Branch Capital
Massachusetts
$114K +$11K +61 +12%
FPF
2308
First Pacific Financial
Washington
$113K -$2.52K -14 -2%
MAWCM
2309
Mine & Arao Wealth Creation & Management
California
$112K
GCM
2310
Gables Capital Management
Florida
$112K
HFS
2311
Hantz Financial Services
Michigan
$109K
CCMI
2312
Creative Capital Management Investments
California
$108K
DAC
2313
Dividend Assets Capital
South Carolina
$105K
BIA
2314
Bell Investment Advisors
California
$104K +$27.2K +151 +40%
ANBT
2315
American National Bank & Trust
Texas
$104K -$85.6K -475 -47%
GWMI
2316
Guardian Wealth Management (Illinois)
Illinois
$102K +$361 +2 +0.4%
WIM
2317
Westside Investment Management
California
$101K -$36.4K -202 -28%
Kayne Anderson Rudnick Investment Management
2318
Kayne Anderson Rudnick Investment Management
California
$99.8K +$1.44K +8 +2%
NFA
2319
Northwest Financial Advisors
Virginia
$99.6K +$90.9K +504 New
KFP
2320
Keener Financial Planning
Texas
$99K +$90K +499 New
TFIPS
2321
Towarzystwo Funduszy Inwestycyjnych PZU SA
$97.9K +$89.2K +495 New
HCM
2322
Horrell Capital Management
Arkansas
$94K
APW
2323
Atlantic Private Wealth
North Carolina
$92.5K +$180 +1 +0.2%
KFS
2324
Kelly Financial Services
Massachusetts
$91.4K +$8.65K +48 +12%
TH
2325
TCTC Holdings
Texas
$89.5K

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.