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Resideo Technologies
REZI

371 hedge funds and large institutions have $2.54B invested in Resideo Technologies in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 97 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more call options, than puts

Call options by funds: $3.57M | Put options by funds: $459K

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

20% more capital invested

Capital invested by funds: $2.11B → $2.54B (+$429M)

9% more funds holding

Funds holding: 340 → 371 (+31)

2% more ownership

Funds ownership: 90.32% → 92.32% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 111

Holders
371
Holders Change
+31
Holders Change %
+9.12%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
63
Increased
97
Reduced
111
Closed
29
Calls
$3.57M
Puts
$459K
Net Calls
+$3.11M
Net Calls Change
+$2.96M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$36.8M
2
BlackRock
BlackRock
New York
+$16.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.97M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.37M
5
Man Group
Man Group
United Kingdom
+$7.16M

Top Sellers

Rank Fund Capital Flow
1
PIMC
Praesidium Investment Management Company
New York
-$34.6M
2
AI
Ariel Investments
Illinois
-$17.8M
3
Invesco
Invesco
Georgia
-$6.09M
4
ClearBridge Investments
ClearBridge Investments
New York
-$5.74M
5
GC
Greenlight Capital
New York
-$5.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
251
Tradition Wealth Management
Minnesota
$4K – – –
BIA
252
Bell Investment Advisors
California
$3.88K -$851 -52 -20%
JFA
253
JNBA Financial Advisors
Minnesota
$3.82K – – –
HI
254
Harbour Investments
Wisconsin
$3.82K – – –
SL
255
Salomon & Ludwin
Virginia
$3.7K – – –
NA
256
NewEdge Advisors
Louisiana
$3.54K +$1.34K +82 +77%
CT
257
Cambridge Trust
Massachusetts
$3.26K – – –
AP
258
Aspect Partners
Virginia
$3.16K +$2.75K +168 New
TIM
259
Thompson Investment Management
Wisconsin
$3.12K – – –
CLOS
260
Compagnie Lombard Odier SCmA
Switzerland
$3.1K – – –
HNB
261
Huntington National Bank
Ohio
$3.09K -$409 -25 -13%
BWM
262
BKM Wealth Management
Wisconsin
$3.09K +$2.68K +164 New
LC
263
Lindbrook Capital
California
$2.96K +$1.31K +80 +104%
DIP
264
DT Investment Partners
Pennsylvania
$2.9K – – –
BLC
265
Brown, Lisle/Cummings
Rhode Island
$2.8K +$131 +8 +6%
AGWCA
266
Annis Gardner Whiting Capital Advisors
Florida
$2.58K +$2.24K +137 New
WIM
267
Westside Investment Management
California
$2.54K – – –
AA
268
Ancora Advisors
Ohio
$2.45K – – –
LWANC
269
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.45K – – –
AWM
270
AllSquare Wealth Management
New York
$2.39K – – –
AAG
271
Armstrong Advisory Group
Massachusetts
$2.35K – – –
HCP
272
Hexagon Capital Partners
Arkansas
$2.01K +$1.65K +101 +1,683%
HBW
273
Hazlett, Burt & Watson
West Virginia
$2K – – –
PP
274
PrairieView Partners
Minnesota
$2K – – –
FWM
275
FSA Wealth Management
Massachusetts
$2K +$1.95K +119 New
9 10
11
12 13

REZI Hedge Fund Activity: Q4 2023 in Review

371 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q4 2023, worth a combined $2.54B — up 20% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new REZI positions and 29 closed out — a net gain of 34 holders — while 97 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.8M. The largest seller was Praesidium Investment Management Company, cutting an estimated $34.6M.

  • 371 institutional investors held Resideo Technologies (REZI) as of Q4 2023, up from 340 in Q3 2023.
  • Funds reported $2.54B of Resideo Technologies stock for Q4 2023, up 20% quarter-over-quarter.
  • 63 funds opened new Resideo Technologies positions in Q4 2023 and 29 closed out, a net change of +34 holders.
  • The largest Resideo Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $36.8M added.
  • The largest Resideo Technologies seller in Q4 2023 was Praesidium Investment Management Company, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2023.