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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
MCWS
2426
McKinley Carter Wealth Services
West Virginia
-$282K -1,565 Closed
HI
2427
HBK Investments
Texas
-$272K -1,511 Closed
BIP
2428
Blueprint Investment Partners
North Carolina
-$265K -1,471 Closed
ACM
2429
AUA Capital Management
Pennsylvania
-$263K -1,462 Closed
PAM
2430
Private Asset Management
California
-$248K -1,377 Closed
DU
2431
Delphia (USA)
Ontario, Canada
-$242K -1,345 Closed
PCI
2432
Planning Center Inc
Illinois
-$233K -1,262 Closed
SEC
2433
Seven Eight Capital
New York
-$227K -1,259 Closed
FA
2434
Faithward Advisors
Pennsylvania
-$222K -1,217 Closed
CIM
2435
Confluence Investment Management
Missouri
-$217K -1,207 Closed
TCM
2436
Triumph Capital Management
Colorado
-$216K -1,200 Closed
GHA
2437
GW Henssler & Associates
Georgia
-$213K -1,181 Closed
SHFA
2438
SC&H Financial Advisors
Maryland
-$207K -1,149 Closed
CCIA
2439
Campbell & Co Investment Adviser
Maryland
-$206K -1,142 Closed
GC
2440
Gratus Capital
Georgia
-$202K -1,120 Closed
CSPAM
2441
Cary Street Partners Asset Management
Virginia
-$149K -830 Closed
CM
2442
Capula Management
Cayman Islands
-$126K -677 Closed
M1FG
2443
Mach-1 Financial Group
Arkansas
-$121M -674 Closed
MIA
2444
Milestone Investment Advisors
Wisconsin
-$95.6K -531 Closed
IUHSA
2445
Itau Unibanco Holding S.A.
Brazil
-$73.2K -406 Closed
BA
2446
Bellwether Advisors
Nebraska
-$72.6K -403 Closed
SFCL
2447
Strengthening Families & Communities LLC
Massachusetts
-$63 -349 Closed
FCA
2448
Fortis Capital Advisors
Kansas
-$41.1K -228 Closed
PCM
2449
Pointe Capital Management
Michigan
-$32.7K -181 Closed
EI
2450
Ellevest Inc
New York
-$25.6K -142 Closed

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.