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Resideo Technologies

415 hedge funds and large institutions have $560M invested in Resideo Technologies in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 159 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.8% more ownership

Funds ownership: 89.3%94.1% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less funds holding

Funds holding: 455415 (-40)

38% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 159

43% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 84

54% less call options, than puts

Call options by funds: $978K | Put options by funds: $2.11M

57% less capital invested

Capital invested by funds: $1.31B → $560M (-$748M)

Holders
415
Holders Change
-40
Holders Change %
-8.79%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
99
Reduced
159
Closed
84
Calls
$978K
Puts
$2.11M
Net Calls
-$1.13M
Net Calls Change
-$819K
Name Holding Trade Value Shares
Change
Change in
Stake
WB
251
West Bancorporation
Iowa
$2K
MAM
252
Meeder Asset Management
Ohio
$2K +$1.76K +187 +126%
OPS
253
Orion Portfolio Solutions
Nebraska
$2K +$1.78K +189 +145%
Bank Julius Baer & Co
254
Bank Julius Baer & Co
Switzerland
$2K +$3.74K +396 New
DZ Bank
255
DZ Bank
Germany
$1.67K -$1.49K -158 -32%
APA
256
American Portfolios Advisors
New York
$1.6K -$3.75K -398 -55%
FDCDDQ
257
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35K -$142 -15 -5%
LWANC
258
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K -$3.32K -352 -59%
CFGS
259
Concourse Financial Group Securities
Alabama
$1K -$1.81K -192 -61%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$1K -$1.56K -165 -52%
NC
261
NewSquare Capital
Pennsylvania
$1K -$1.05K -111 -43%
OIA
262
Optimum Investment Advisors
Illinois
$1K -$1.01K -107 -49%
CCM
263
Covington Capital Management
California
$1K -$727 -77 -23%
BCA
264
Berman Capital Advisors
Georgia
$1K -$547 -58 -12%
JCM
265
Jacobi Capital Management
Pennsylvania
$1K -$491 -52 -18%
GRP
266
Global Retirement Partners
California
$1K -$368 -39 -17%
JFA
267
JNBA Financial Advisors
Minnesota
$1K -$311 -33 -12%
WFMPM
268
Woodley Farra Manion Portfolio Management
Indiana
$1K -$245 -26 -11%
FWM
269
FSA Wealth Management
Massachusetts
$1K -$151 -16 -12%
PMFA
270
Plante Moran Financial Advisors
Michigan
$1K -$151 -16 -6%
CFA
271
Carroll Financial Associates
North Carolina
$1K -$142 -15 -5%
TFO
272
Tarbox Family Office
California
$1K -$19 -2 -1%
AWM
273
AllSquare Wealth Management
New York
$1K
BBHC
274
Brown Brothers Harriman & Co
New York
$1K
CBT
275
Capital Bank & Trust
California
$1K

REZI Hedge Fund Activity: Q1 2020 in Review

415 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q1 2020, worth a combined $560M — down 57% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of REZI and 48 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 99 added.

The largest buyer was Goldman Sachs, adding an estimated $28.2M. The largest seller was UBS Group, cutting an estimated $27.2M.

  • 415 institutional investors held Resideo Technologies (REZI) as of Q1 2020, down from 455 in Q4 2019.
  • Funds reported $560M of Resideo Technologies stock for Q1 2020, down 57% quarter-over-quarter.
  • 48 funds opened new Resideo Technologies positions in Q1 2020 and 84 closed out, a net change of -36 holders.
  • The largest Resideo Technologies buyer in Q1 2020 was Goldman Sachs, an estimated $28.2M added.
  • The largest Resideo Technologies seller in Q1 2020 was UBS Group, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2020.