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
TVAMP
2326
Tennessee Valley Asset Management Partners
Tennessee
$80.6K +$73.6K +408 New
C
2327
Covestor
United Kingdom
$80K -$7.39K -41 -9%
SCA
2328
Stuart Chaussee & Associates
California
$79.7K +$30.5K +169 +72%
EWP
2329
Elevation Wealth Partners
California
$79.4K
BCPWM
2330
Bradley & Co Private Wealth Management
Florida
$76.8K
FMTCOCP
2331
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K +$18K +100 +35%
PAM
2332
Paradigm Asset Management
New York
$74.9K
RCM
2333
Raleigh Capital Management
North Carolina
$74.8K +$19.1K +106 +39%
ETC
2334
Exchange Traded Concepts
Oklahoma
$73.4K +$4.51K +25 +7%
IRC
2335
Investors Research Corp
Georgia
$71.9K
CWAF
2336
Core Wealth Advisors (Florida)
Florida
$68.2K +$62.2K +345 New
SWS
2337
SYSTM Wealth Solutions
Illinois
$68K +$62K +344 New
SN
2338
Sittner & Nelson
Oregon
$67.9K +$1.98K +11 +3%
NC
2339
NewSquare Capital
Pennsylvania
$64.8K -$22.4K -124 -27%
APC
2340
Aspire Private Capital
North Carolina
$63K +$180 +1 +0.3%
ASBI
2341
American State Bank (Iowa)
Iowa
$62.9K
SC
2342
Stephens Consulting
Michigan
$61.8K +$361 +2 +0.6%
CWM
2343
Cranbrook Wealth Management
Michigan
$60.8K
IHWM
2344
Iron Horse Wealth Management
Iowa
$59.8K +$37K +205 +211%
FFA
2345
Fairfield Financial Advisors
Massachusetts
$58.9K +$361 +2 +0.7%
MSG
2346
Main Street Group
Virginia
$58.6K +$53.4K +296 New
CTWM
2347
Cherry Tree Wealth Management
Minnesota
$58K +$38.2K +212 +259%
WAG
2348
Wiser Advisor Group
Arizona
$57K +$52.1K +289 New
UIA
2349
Ulland Investment Advisors
Minnesota
$56K -$6.67K -37 -12%
CH
2350
Canton Hathaway
Rhode Island
$56K

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.