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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
HWP
2426
Highline Wealth Partners
California
$13.2K -$6.49K -36 -35%
MDCM
2427
Morgan Dempsey Capital Management
Wisconsin
$13K
AT
2428
Avalon Trust
New Mexico
$12.6K
DWM
2429
Dogwood Wealth Management
Kansas
$12.3K +$11.2K +62 New
FRA
2430
Frank Rimerman Advisors
California
$11.3K +$10.3K +57 New
DWMG
2431
DB Wealth Management Group
California
$11.2K +$180 +1 +2%
AIM
2432
Arcadia Investment Management
Michigan
$11.1K
SSG
2433
Summit Securities Group
New York
$11K -$4.15K -23 -29%
GG
2434
Gleason Group
Kentucky
$10.8K
GFL
2435
Granite FO LLC
New Hampshire
$10.7K
CWM
2436
CarsonAllaria Wealth Management
Illinois
$10.5K
AW
2437
Avion Wealth
Texas
$10K -$32.1K -178 -78%
PP
2438
Pacifica Partners
Canada
$9.85K
IPW
2439
Impact Partnership Wealth
Georgia
$9.06K -$44K -244 -84%
GJIA
2440
Glass Jacobson Investment Advisors
Maryland
$9.02K
AWM
2441
Able Wealth Management
New Jersey
$8.39K +$7.57K +42 New
AP
2442
Arlington Partners
Alabama
$7.97K -$157K -869 -96%
SIC
2443
SJS Investment Consulting
Ohio
$7.13K -$541 -3 -8%
RF
2444
Robinswood Financial
Washington
$6.71K
GAG
2445
Goodman Advisory Group
Massachusetts
$6.5K
FFL
2446
Financial Freedom LLC
Ohio
$6.29K
FG
2447
Fairman Group
Pennsylvania
$5.66K +$5.23K +29 New
ACA
2448
Atlas Capital Advisors
Wyoming
$5.24K
VAMG
2449
Voisard Asset Management Group
Michigan
$5.06K +$4.51K +25 New
NSG
2450
Nalls Sherbakoff Group
Tennessee
$5.03K -$13.5K -75 -75%

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.