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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
RA
2351
Rise Advisors
New York
$56K +$180 +1 +0.4%
CAM
2352
Creekmur Asset Management
Illinois
$54.7K +$49.9K +277 New
RFG
2353
RFP Financial Group
Georgia
$52.8K
SFA
2354
Semmax Financial Advisors
North Carolina
$50.8K +$2.34K +13 +5%
BCMIO
2355
Beacon Capital Management Inc (Ohio)
Ohio
$50.3K
DPW
2356
DiNuzzo Private Wealth
Pennsylvania
$50.1K +$45.8K +254 New
AFS
2357
Annapolis Financial Services
Maryland
$48.2K
FGA
2358
Fortis Group Advisors
New Jersey
$48.2K +$22K +122 +100%
GWSA
2359
Global Wealth Strategies & Associates
Colorado
$48.2K +$8.65K +48 +24%
AWM
2360
Abound Wealth Management
Tennessee
$48.2K +$3.61K +20 +9%
BAM
2361
Byrne Asset Management
New Jersey
$48.1K +$541 +3 +1%
WIA
2362
Wetzel Investment Advisors
Indiana
$48K +$43.5K +241 New
LFA
2363
Level Financial Advisors
New York
$47.4K
AAP
2364
Arax Advisory Partners
Colorado
$45.6K +$3.61K +20 +10%
AEPWM
2365
Atlantic Edge Private Wealth Management
Florida
$45.3K +$41.3K +229 New
VWWMG
2366
Vermillion & White Wealth Management Group
Pennsylvania
$44.8K +$50.1K +278 New
TWD
2367
True Wealth Design
Ohio
$43.2K +$12.1K +67 +44%
AIMA
2368
Ables Iannone Moore & Associates
Georgia
$41.9K +$38.2K +212 New
CFFP
2369
Center for Financial Planning
Michigan
$41.5K
PA
2370
Pineridge Advisors
Missouri
$41.3K +$37.7K +209 New
NECFA
2371
New England Capital Financial Advisors
Connecticut
$41.2K
NFSG
2372
Newbridge Financial Services Group
Florida
$40.7K -$35.7K -198 -49%
AWM
2373
Ameliora Wealth Management
Switzerland
$40.1K
SR
2374
Syntax Research
Florida
$40.1K
PFA
2375
Pathway Financial Advisers
Indiana
$39.8K +$180 +1 +0.5%

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.