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Resideo Technologies
REZI

366 hedge funds and large institutions have $2.14B invested in Resideo Technologies in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $541K | Put options by funds: $231K

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

6% more funds holding

Funds holding: 346 → 366 (+20)

0.33% less ownership

Funds ownership: 93.04% → 92.71% (-0.33%)

17% less capital invested

Capital invested by funds: $2.58B → $2.14B (-$439M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
66
Increased
107
Reduced
93
Closed
40
Calls
$541K
Puts
$231K
Net Calls
+$310K
Net Calls Change
+$2.35M

Top Buyers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$26.2M
2
State Street
State Street
Massachusetts
+$17.4M
3
BlackRock
BlackRock
New York
+$12.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12M
5
Invesco
Invesco
Georgia
+$9.9M

Top Sellers

Rank Fund Capital Flow
1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$101M
2
FCM
Freshford Capital Management
New York
-$16.2M
3
PIMC
Praesidium Investment Management Company
New York
-$9.06M
4
ClearBridge Investments
ClearBridge Investments
New York
-$7.25M
5
Goldman Sachs
Goldman Sachs
New York
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
251
Cambridge Trust
Massachusetts
$3K -$5.89K -325 -64%
CLOS
252
Compagnie Lombard Odier SCmA
Switzerland
$3K – – –
TWM
253
Tradition Wealth Management
Minnesota
$3K – – –
AA
254
Ancora Advisors
Ohio
$3K +$598 +33 +25%
DIP
255
DT Investment Partners
Pennsylvania
$2.78K – – –
ZIG
256
Zullo Investment Group
Pennsylvania
$2.73K – – –
GWS
257
Glassman Wealth Services
Virginia
$2.7K +$2.97K +164 New
ASN
258
Advisory Services Network
Georgia
$2.63K +$2.9K +160 New
MSCM
259
McElhenny Sheffield Capital Management
Texas
$2.57K +$2.83K +156 New
CA
260
Clearstead Advisors
Ohio
$2.29K +$1.81K +100 +256%
BLC
261
Brown, Lisle/Cummings
Rhode Island
$2.14K – – –
LWANC
262
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.14K – – –
AWM
263
AllSquare Wealth Management
New York
$2.09K – – –
HS
264
Horan Securities
United States
$2.07K – – –
WT
265
Washington Trust
Rhode Island
$2.06K – – –
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$2K +$54 +3 +2%
CSPAM
267
Cary Street Partners Asset Management
Virginia
$1.99K – – –
NA
268
NewEdge Advisors
Louisiana
$1.95K +$6.58K +363 New
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.83K -$254 -14 -11%
GWM
270
Geneos Wealth Management
Colorado
$1.83K – – –
AF
271
Affiance Financial
Minnesota
$1.83K +$2.01K +111 New
NC
272
NewSquare Capital
Pennsylvania
$1.79K – – –
BIA
273
Bell Investment Advisors
California
$1.58K +$1.14K +63 +191%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56K – – –
OC
275
Oakworth Capital
Alabama
$1.56K – – –
9 10
11
12 13

REZI Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q4 2022, worth a combined $2.14B — down 17% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new REZI positions and 40 closed out — a net gain of 26 holders — while 107 added to existing stakes and 93 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $26.2M. The largest seller was Ninety One (UK), exiting entirely with an estimated $101M sold.

  • 366 institutional investors held Resideo Technologies (REZI) as of Q4 2022, up from 346 in Q3 2022.
  • Funds reported $2.14B of Resideo Technologies stock for Q4 2022, down 17% quarter-over-quarter.
  • 66 funds opened new Resideo Technologies positions in Q4 2022 and 40 closed out, a net change of +26 holders.
  • The largest Resideo Technologies buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $26.2M added.
  • The largest Resideo Technologies seller in Q4 2022 was Ninety One (UK), an estimated $101M sold.

Based on aggregated 13F filings for Q4 2022.