We are live on ! Find out more
REZI icon

Resideo Technologies

459 hedge funds and large institutions have $1.53B invested in Resideo Technologies in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 205 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.41% more ownership

Funds ownership: 79.25%86.65% (+7.4%)

10% less funds holding

Funds holding: 511459 (-52)

28% less capital invested

Capital invested by funds: $2.13B → $1.53B (-$606M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

51% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 95

52% less call options, than puts

Call options by funds: $441K | Put options by funds: $926K

53% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 205

Holders
459
Holders Change
-52
Holders Change %
-10.18%
% of All Funds
10.06%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
47
Increased
97
Reduced
205
Closed
95
Calls
$441K
Puts
$926K
Net Calls
-$485K
Net Calls Change
-$429K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
276
Next Financial Group
Texas
$10K -$688 -41 -5%
PWP
277
Personal Wealth Partners
Minnesota
$10K
MI
278
Markston International
New York
$9K -$402 -24 -4%
MCM
279
Manchester Capital Management
Vermont
$9K
TCOV
280
Trust Company of Vermont
Vermont
$9K +$1.31K +78 +14%
RMC
281
Resources Management Corp
Connecticut
$9K +$9.96K +594 New
TL
282
TrueWealth LLC
Georgia
$8K
DZ Bank
283
DZ Bank
Germany
$7.12K -$6.98K -416 -45%
PA
284
Parallel Advisors
California
$7K -$12.2K -730 -61%
HR
285
Howe & Rusling
New York
$7K -$5.72K -341 -41%
CYG
286
Clean Yield Group
Vermont
$7K
MCA
287
Mercer Capital Advisers
New Jersey
$7K
PMFA
288
Plante Moran Financial Advisors
Michigan
$7K
BC
289
Bartlett & Co
Ohio
$7K +$1.56K +93 +25%
BCWM
290
Bartlett & Co Wealth Management
Ohio
$6.73K +$1.56K +93 +25%
SFSIG
291
San Francisco Sentry Investment Group
California
$6K -$6.96K -415 -50%
1IA
292
1834 Investment Advisors
Wisconsin
$6K -$2.2K -131 -24%
WC
293
Whitnell & Co
Illinois
$6K -$1.32K -79 -16%
WB
294
Webster Bank
Connecticut
$6K -$620 -37 -9%
BCA
295
Berman Capital Advisors
Georgia
$6K -$537 -32 -6%
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$184 -11 -3%
OSNBOA
297
Old Second National Bank of Aurora
Illinois
$6K
APW
298
Acima Private Wealth
Virginia
$6K +$319 +19 +4%
EIP
299
Ellis Investment Partners
Pennsylvania
$6K +$6K +358 +280%
SFS
300
Sowell Financial Services
Arkansas
$6K +$6.59K +393 New

REZI Hedge Fund Activity: Q3 2019 in Review

459 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q3 2019, worth a combined $1.53B — down 28% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of REZI and 47 opened new positions — a net loss of 48 holders — while 205 trimmed existing stakes and 97 added.

The largest buyer was Vulcan Value Partners, adding an estimated $74.4M. The largest seller was NAYA Capital Management (UK), exiting entirely with an estimated $32.5M sold.

  • 459 institutional investors held Resideo Technologies (REZI) as of Q3 2019, down from 511 in Q2 2019.
  • Funds reported $1.53B of Resideo Technologies stock for Q3 2019, down 28% quarter-over-quarter.
  • 47 funds opened new Resideo Technologies positions in Q3 2019 and 95 closed out, a net change of -48 holders.
  • The largest Resideo Technologies buyer in Q3 2019 was Vulcan Value Partners, an estimated $74.4M added.
  • The largest Resideo Technologies seller in Q3 2019 was NAYA Capital Management (UK), an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2019.