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Resideo Technologies

340 hedge funds and large institutions have $2.11B invested in Resideo Technologies in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $928K

9% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 103

1.77% less ownership

Funds ownership: 92.08%90.32% (-1.8%)

5% less funds holding

Funds holding: 359340 (-19)

12% less capital invested

Capital invested by funds: $2.39B → $2.11B (-$281M)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
340
Holders Change
-19
Holders Change %
-5.29%
% of All Funds
5.4%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
20
Increased
94
Reduced
103
Closed
32
Calls
$1.08M
Puts
$928K
Net Calls
+$148K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
226
Boyd Watterson Asset Management
Ohio
$4.36K
BBHC
227
Brown Brothers Harriman & Co
New York
$4.2K +$1.11K +66 +33%
BIA
228
Bell Investment Advisors
California
$4.08K +$2.25K +134 +108%
CA
229
Clearstead Advisors
Ohio
$3.98K +$1.95K +116 +85%
SJIM
230
St. Johns Investment Management
Florida
$3.81K
SL
231
Salomon & Ludwin
Virginia
$3.7K +$3.94K +234 New
MFT
232
Moisand Fitzgerald Tamayo
Florida
$3.59K
AssetMark Inc
233
AssetMark Inc
California
$3.56K -$538 -32 -12%
RFA
234
Register Financial Advisors
Georgia
$3.35K
JFA
235
JNBA Financial Advisors
Minnesota
$3.21K
HI
236
Harbour Investments
Wisconsin
$3.21K -$219 -13 -6%
BCWM
237
Bartlett & Co Wealth Management
Ohio
$3.16K -$3.36K -200 -50%
BC
238
Bartlett & Co
Ohio
$3K -$3.36K -200 -50%
TWM
239
Tradition Wealth Management
Minnesota
$3K
HNB
240
Huntington National Bank
Ohio
$2.99K +$404 +24 +15%
CT
241
Cambridge Trust
Massachusetts
$2.73K
DIP
242
DT Investment Partners
Pennsylvania
$2.67K
TIM
243
Thompson Investment Management
Wisconsin
$2.62K
CLOS
244
Compagnie Lombard Odier SCmA
Switzerland
$2.61K
GWS
245
Glassman Wealth Services
Virginia
$2.59K
BLC
246
Brown, Lisle/Cummings
Rhode Island
$2.23K
WIM
247
Westside Investment Management
California
$2.13K
AA
248
Ancora Advisors
Ohio
$2.05K
LWANC
249
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.05K
Jones Financial Companies
250
Jones Financial Companies
Missouri
$2.05K +$740 +44 +51%

REZI Hedge Fund Activity: Q3 2023 in Review

340 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q3 2023, worth a combined $2.11B — down 12% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of REZI and 20 opened new positions — a net loss of 12 holders — while 103 trimmed existing stakes and 94 added.

The largest buyer was Pzena Investment Management, adding an estimated $15.5M. The largest seller was Freshford Capital Management, exiting entirely with an estimated $41.9M sold.

  • 340 institutional investors held Resideo Technologies (REZI) as of Q3 2023, down from 359 in Q2 2023.
  • Funds reported $2.11B of Resideo Technologies stock for Q3 2023, down 12% quarter-over-quarter.
  • 20 funds opened new Resideo Technologies positions in Q3 2023 and 32 closed out, a net change of -12 holders.
  • The largest Resideo Technologies buyer in Q3 2023 was Pzena Investment Management, an estimated $15.5M added.
  • The largest Resideo Technologies seller in Q3 2023 was Freshford Capital Management, an estimated $41.9M sold.

Based on aggregated 13F filings for Q3 2023.