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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
SA
2401
SRH Advisors
Kansas
$26K
ME
2402
McIlrath & Eck
Washington
$25.2K -$361 -2 -2%
VAG
2403
VisionPoint Advisory Group
Texas
$25K -$92.7K -514 -80%
CPG
2404
Cornerstone Planning Group
New Jersey
$22.6K -$1.08K -6 -5%
SIS
2405
Strategic Investment Solutions
Illinois
$22.3K -$1.25M -6,927 -98%
BFS
2406
Burkett Financial Services
South Carolina
$21.4K +$19.5K +108 New
DFA
2407
DHJJ Financial Advisors
Illinois
$21.4K
PS
2408
Planned Solutions
California
$21.2K +$19.3K +107 New
GC
2409
Gould Capital
Washington
$21K
NCM
2410
Northwest Capital Management
Oregon
$21K +$901 +5 +5%
TLA
2411
Tanglewood Legacy Advisors
Texas
$19.9K
HGA
2412
Hobbs Group Advisors
South Carolina
$19.3K +$17.7K +98 New
CMA
2413
Cedar Mountain Advisors
Oregon
$19.1K
RWPA
2414
Richard W. Paul & Associates
Michigan
$18K
FCM
2415
Firsthand Capital Management
California
$17.9K
PA
2416
PSI Advisors
Florida
$17.2K +$180 +1 +1%
CIR
2417
Clear Investment Research
Georgia
$17.1K +$3.97K +22 +34%
QL
2418
Quarry LP
New York
$16.8K -$29K -161 -65%
CYG
2419
Clean Yield Group
Vermont
$16.4K
SWM
2420
Sugarloaf Wealth Management
Georgia
$16.1K
SWC
2421
Spectrum Wealth Counsel
Indiana
$15.7K +$14.4K +80 New
FCMT
2422
Founders Capital Management (Texas)
Texas
$15.7K
RFG
2423
REAP Financial Group
Texas
$14.4K +$13.2K +73 New
W
2424
WealthCollab
Washington
$14.1K +$12.8K +71 New
IFAM
2425
Institutional & Family Asset Management
Colorado
$13.6K

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.