Honeywell
1,318 hedge funds and large institutions have $65.6B invested in Honeywell in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 523 increasing their positions, 503 reducing their positions, and 60 closing their positions.
57% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 60
18% more funds holding in top 10
Funds holding in top 10: 68 → 80 (+12)
8% more capital invested
Capital invested by funds: $61B → $65.6B (+$4.59B)
1% more funds holding
Funds holding: 1,303 → 1,318 (+15)
4% more repeat investments, than reductions
Existing positions increased: 523 | Existing positions reduced: 503
0.43% more ownership
Funds ownership: 85.05% → 85.48% (+0.43%)
9% less call options, than puts
Call options by funds: $394M | Put options by funds: $433M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$333M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$245M |
| 3 |
FAM
Fred Alger Management
New York
|
+$207M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$146M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$417M |
| 2 |
JP Morgan Chase
New York
|
-$216M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$215M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$126M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$120M |
HON Hedge Fund Activity: Q1 2016 in Review
1,318 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Honeywell (HON) for Q1 2016, worth a combined $65.6B — up 7.5% from $61B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new HON positions and 60 closed out — a net gain of 34 holders — while 523 added to existing stakes and 503 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $333M. The largest seller was Fiduciary Management Inc, cutting an estimated $417M.
- 1,318 institutional investors held Honeywell (HON) as of Q1 2016, up from 1,303 in Q4 2015.
- Funds reported $65.6B of Honeywell stock for Q1 2016, up 7.5% quarter-over-quarter.
- 94 funds opened new Honeywell positions in Q1 2016 and 60 closed out, a net change of +34 holders.
- The largest Honeywell buyer in Q1 2016 was Winslow Capital Management, an estimated $333M added.
- The largest Honeywell seller in Q1 2016 was Fiduciary Management Inc, an estimated $417M sold.
Based on aggregated 13F filings for Q1 2016.