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Resideo Technologies

388 hedge funds and large institutions have $2.74B invested in Resideo Technologies in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 95 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $391K | Put options by funds: $149K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 95

4% more capital invested

Capital invested by funds: $2.64B → $2.74B (+$93M)

0.21% more ownership

Funds ownership: 92.49%92.7% (+0.21%)

3% less funds holding

Funds holding: 401388 (-13)

18% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 55

Holders
388
Holders Change
-13
Holders Change %
-3.24%
% of All Funds
5.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
120
Reduced
95
Closed
55
Calls
$391K
Puts
$149K
Net Calls
+$242K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$8.68K +$179 +9 +2%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$8.53K +$1.07K +54 +15%
PS
253
Principal Securities
Iowa
$8.1K +$357 +18 +5%
PWMG
254
Prestige Wealth Management Group
New Jersey
$7.25K
KFI
255
Key Financial Inc
Pennsylvania
$7.21K
SWM
256
Spire Wealth Management
Virginia
$6.77K -$278 -14 -4%
CFB
257
Cullen/Frost Bankers
Texas
$6.69K -$1.94K -98 -23%
GEA
258
Glen Eagle Advisors
New Jersey
$6.53K
AAP
259
Arax Advisory Partners
Colorado
$6.32K
CA
260
Clearstead Advisors
Ohio
$6.26K -$476 -24 -7%
UB
261
UMB Bank
Missouri
$6.2K +$3.63K +183 +146%
WTA
262
Washington Trust Advisors
Massachusetts
$6.12K +$3.71K +187 +160%
LFG
263
Larson Financial Group
Missouri
$6.02K +$833 +42 +16%
AFWM
264
Abich Financial Wealth Management
Virginia
$5.96K +$4.03K +203 +218%
BBPWM
265
Blue Bell Private Wealth Management
Pennsylvania
$5.78K
BWAM
266
Boyd Watterson Asset Management
Ohio
$5.56K
BP
267
BNP Paribas
France
$5.04K +$4.96K +250 New
SJIM
268
St. Johns Investment Management
Florida
$4.85K
NA
269
NewEdge Advisors
Louisiana
$4.62K -$159 -8 -3%
BIA
270
Bell Investment Advisors
California
$4.59K
MFT
271
Moisand Fitzgerald Tamayo
Florida
$4.57K
CA
272
CoreCap Advisors
Michigan
$4.55K
AAG
273
Armstrong Advisory Group
Massachusetts
$4.53K
WTC
274
WhitTier Trust Company
Nevada
$4.39K -$1.8K -91 -29%
PCWA
275
Pacific Capital Wealth Advisors
California
$4.33K

REZI Hedge Fund Activity: Q3 2024 in Review

388 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q3 2024, worth a combined $2.74B — up 3.5% from $2.64B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of REZI and 45 opened new positions — a net loss of 10 holders — while 95 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $23.8M. The largest seller was Pacer Advisors, exiting entirely with an estimated $119M sold.

  • 388 institutional investors held Resideo Technologies (REZI) as of Q3 2024, down from 401 in Q2 2024.
  • Funds reported $2.74B of Resideo Technologies stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 45 funds opened new Resideo Technologies positions in Q3 2024 and 55 closed out, a net change of -10 holders.
  • The largest Resideo Technologies buyer in Q3 2024 was Boston Partners, an estimated $23.8M added.
  • The largest Resideo Technologies seller in Q3 2024 was Pacer Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2024.