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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
AWM
2376
Avondale Wealth Management
Texas
$38.8K -$22K -122 -38%
GXJ
2377
Global X Japan
Japan
$37.3K +$34.1K +189 New
FCG
2378
Financial Connections Group
California
$37K +$34.4K +191 New
PO
2379
Private Ocean
California
$36.7K
PCMC
2380
Planning Capital Management Corporation
Pennsylvania
$35.4K +$32.3K +179 New
FSWA
2381
Financial Synergies Wealth Advisors
Texas
$35.1K -$44K -244 -58%
MAM
2382
Magellan Asset Management
Australia
$34.8K +$721 +4 +2%
GAMC
2383
Garner Asset Management Corp
Texas
$34.7K +$34.4K +191 New
MIM
2384
Manitou Investment Management
Ontario, Canada
$34.6K
MFT
2385
Moisand Fitzgerald Tamayo
Florida
$34.4K
KC
2386
Knuff & Co
California
$34K
RFA
2387
Resurgent Financial Advisors
Georgia
$33.3K +$361 +2 +1%
Loomis, Sayles & Company
2388
Loomis, Sayles & Company
Massachusetts
$33K -$5.77K -32 -16%
SVCP
2389
Silicon Valley Capital Partners
California
$32.7K +$361 +2 +1%
CI
2390
Cordant Inc
Oregon
$31.5K +$28.7K +159 New
CQS
2391
Credential Qtrade Securities
$31K
RS
2392
Rakuten Securities
Japan
$30.8K +$28.1K +156 New
OLVIG
2393
Oliver Lagore Vanvalin Investment Group
Michigan
$30K
SAG
2394
Spotlight Asset Group
Illinois
$28.4K
CMP
2395
Coston McIsaac & Partners
Maine
$28K
EA
2396
Evolution Advisers
Virginia
$28K +$180 +1 +0.7%
PE
2397
Point72 Europe
United Kingdom
$27.7K +$25.2K +140 New
WWM
2398
Wolff Wiese Magana
California
$27.5K -$901 -5 -3%
AS
2399
Altshuler Shaham
Israel
$27.1K +$24.7K +137 New
SA
2400
Scarborough Advisors
Maryland
$26.8K +$24.5K +136 New

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.