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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
IA
251
IFP Advisors
Florida
$2.02K +$1.95K +116 +967%
AWM
252
AllSquare Wealth Management
New York
$2.01K
AAG
253
Armstrong Advisory Group
Massachusetts
$1.98K
EWA
254
EverSource Wealth Advisors
Alabama
$1.98K
WT
255
Washington Trust
Rhode Island
$1.98K
NC
256
NewSquare Capital
Pennsylvania
$1.72K
NA
257
NewEdge Advisors
Louisiana
$1.68K -$2.93K -174 -62%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$1.63K -$269 -16 -13%
JWA
259
JFS Wealth Advisors
Pennsylvania
$1.61K -$521 -31 -23%
OC
260
Oakworth Capital
Alabama
$1.5K
PCFFS
261
Pacific Center for Financial Services
California
$1.34K
NRG
262
Nemes Rush Group
Michigan
$1.31K
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26K -$252 -15 -16%
TWC
264
TD Waterhouse Canada
Ontario, Canada
$1.26K
HPC
265
HM Payson & Co
Maine
$1.23K +$790 +47 +152%
LC
266
Lindbrook Capital
California
$1.22K -$320 -19 -20%
OP
267
ORG Partners
Indiana
$1.19K
UB
268
UMB Bank
Missouri
$1.06K
KLWA
269
Kelly Lawrence W & Associates
California
$1.04K
CAL
270
Capital Analysts LLC
Pennsylvania
$1K
HBW
271
Hazlett, Burt & Watson
West Virginia
$1K
HCM
272
Horrell Capital Management
Arkansas
$1K
PP
273
PrairieView Partners
Minnesota
$1K
SFG
274
Steward Financial Group
Texas
$1K +$1.31K +78 New
BCPWM
275
Bradley & Co Private Wealth Management
Florida
$995

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.