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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
YAL
2451
Your Advocates Ltd
Texas
$4.8K
CWM
2452
Cedar Wealth Management
California
$4.4K
MFG
2453
Mendota Financial Group
Wisconsin
$4.2K
TCM
2454
TD Capital Management
Tennessee
$4.19K
WPWM
2455
Western Pacific Wealth Management
Illinois
$4.19K
PS
2456
PayPay Securities
Japan
$4.13K +$180 +1 +5%
PWM
2457
Partnership Wealth Management
Maryland
$4.04K +$3.79K +21 New
JPWM
2458
Jamison Private Wealth Management
Georgia
$3.77K
VWA
2459
Valued Wealth Advisors
Utah
$3.69K +$3.79K +21 New
CCA
2460
Criterion Capital Advisors
Tennessee
$3.57K +$3.25K +18 New
CPG
2461
Custom Portfolio Group
Colorado
$3.15K +$2.88K +16 New
MBFW
2462
Morton Brown Family Wealth
Pennsylvania
$3.15K +$2.88K +16 New
OAJ
2463
Ogorek Anthony Joseph
New York
$3K
GA
2464
GoalVest Advisory
New York
$2.52K -$103K -573 -98%
RWML
2465
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.52K
CJ
2466
Caitlin John
Michigan
$2.38K +$2.16K +12 New
IWP
2467
IAG Wealth Partners
Wisconsin
$2.31K
LA
2468
LM Advisors
California
$2.31K +$2.16K +12 New
HWM
2469
HighMark Wealth Management
Minnesota
$2.1K
PIS
2470
POM Investment Strategies
North Carolina
$1.68K +$1.44K +8 New
CAM
2471
ClariVest Asset Management
California
$1.46K
TWP
2472
TFO Wealth Partners
Ohio
$1.26K -$41.5K -230 -97%
CFS
2473
CGC Financial Services
Oregon
$1.05K
LAM
2474
Lummis Asset Management
Texas
$1.05K +$901 +5 New
MSWM
2475
Mowery & Schoenfeld Wealth Management
Illinois
$839 +$721 +4 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.