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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
MCM
2326
McMillion Capital Management
North Carolina
$11.8K +$11.1K +60 New
WAM
2327
Worth Asset Management
Texas
$11.8K +$11.1K +60 New
CIR
2328
Clear Investment Research
Georgia
$11.5K +$5.76K +31 +115%
AIM
2329
Arcadia Investment Management
Michigan
$11K
DWMG
2330
DB Wealth Management Group
California
$11K
GFL
2331
Granite FO LLC
New Hampshire
$10.6K -$23.6K -127 -70%
GG
2332
Gleason Group
Kentucky
$10.5K
CWM
2333
CarsonAllaria Wealth Management
Illinois
$10.4K
HF
2334
Halpern Financial
Virginia
$10.1K +$9.66K +52 New
2L
2335
25 LLC
Missouri
$10K -$557 -3 -6%
GJIA
2336
Glass Jacobson Investment Advisors
Maryland
$8.92K +$8.54K +46 New
OAJ
2337
Ogorek Anthony Joseph
New York
$8K +$4.46K +24 +133%
CTWM
2338
Cherry Tree Wealth Management
Minnesota
$7.16K +$6.87K +37 New
IHWM
2339
Iron Horse Wealth Management
Iowa
$6.85K
RF
2340
Robinswood Financial
Washington
$6.64K +$6.32K +34 New
GAG
2341
Goodman Advisory Group
Massachusetts
$6.43K
FFL
2342
Financial Freedom LLC
Ohio
$6.15K
SIC
2343
SJS Investment Consulting
Ohio
$6.02K +$2.42K +13 +72%
RI
2344
Ridgewood Investments
New Jersey
$5.39K
ACA
2345
Atlas Capital Advisors
Wyoming
$5.19K
YAL
2346
Your Advocates Ltd
Texas
$4.69K
CWM
2347
Cedar Wealth Management
California
$4.36K
WPWM
2348
Western Pacific Wealth Management
Illinois
$4.15K -$36.6K -197 -90%
MFG
2349
Mendota Financial Group
Wisconsin
$4.15K -$3.9K -21 -50%
TCM
2350
TD Capital Management
Tennessee
$4.15K

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.