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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.8B -$23.8M -132,088 -0.2%
BlackRock
2
BlackRock
New York
$8.87B +$6.22M +34,516 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$7.2B +$3.81B +21,138,115 +138%
State Street
4
State Street
Massachusetts
$6.47B +$116M +644,504 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.13B -$71.6M -397,031 -2%
Newport Trust Company
6
Newport Trust Company
District of Columbia
$3.29B -$103M -571,234 -3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$3.15B -$54.8M -304,169 -2%
Bank of America
8
Bank of America
North Carolina
$2.89B -$72.7M -403,044 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.78B +$38.1M +211,493 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.43B +$105M +583,065 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.84B +$179M +994,041 +12%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.64B +$363M +2,015,234 +32%
N
13
Nuveen
North Carolina
$1.61B +$190M +1,055,357 +15%
Ameriprise
14
Ameriprise
Minnesota
$1.59B +$113M +624,717 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.4B +$6.41M +35,546 +0.5%
Northern Trust
16
Northern Trust
Illinois
$1.35B +$3.37M +18,664 +0.3%
Franklin Resources
17
Franklin Resources
California
$1.19B -$234M -1,295,910 -18%
Capital International Investors
18
Capital International Investors
California
$1.01B -$293M -1,622,739 -24%
Aristotle Capital Management
19
Aristotle Capital Management
California
$990M -$41M -227,302 -4%
Goldman Sachs
20
Goldman Sachs
New York
$978M +$214M +1,187,125 +32%
UBS Group
21
UBS Group
Switzerland
$959M +$70.2M +389,595 +9%
Invesco
22
Invesco
Georgia
$934M +$17.9M +99,437 +2%
Barclays
23
Barclays
United Kingdom
$922M +$231M +1,281,744 +38%
Legal & General Group
24
Legal & General Group
United Kingdom
$797M +$9.8M +54,328 +1%
Lazard Asset Management
25
Lazard Asset Management
New York
$774M -$148M -820,429 -17%

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.