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Resideo Technologies

415 hedge funds and large institutions have $560M invested in Resideo Technologies in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 159 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.8% more ownership

Funds ownership: 89.3%94.1% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less funds holding

Funds holding: 455415 (-40)

38% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 159

43% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 84

54% less call options, than puts

Call options by funds: $978K | Put options by funds: $2.11M

57% less capital invested

Capital invested by funds: $1.31B → $560M (-$748M)

Holders
415
Holders Change
-40
Holders Change %
-8.79%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
99
Reduced
159
Closed
84
Calls
$978K
Puts
$2.11M
Net Calls
-$1.13M
Net Calls Change
-$819K
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
276
ClearBridge Investments
New York
$1K
CB
277
CNB Bank
Pennsylvania
$1K
DOA
278
D'Orazio & Associates
Virginia
$1K
IFAM
279
Institutional & Family Asset Management
Colorado
$1K
IF
280
Ironwood Financial
Arizona
$1K
LSV Asset Management
281
LSV Asset Management
Illinois
$1K
OC
282
Oakworth Capital
Alabama
$1K
PWMG
283
Prestige Wealth Management Group
New Jersey
$1K
SL
284
Savior LLC
Massachusetts
$1K
SJIM
285
St. Johns Investment Management
Florida
$1K
WLPWM
286
Walled Lake Planning & Wealth Management
Illinois
$1K
WCG
287
Weaver Consulting Group
California
$1K +$19 +2 +2%
AF
288
Allworth Financial
California
$1K +$66 +7 +5%
TFGT
289
TS Financial Group (TSFG)
Illinois
$1K +$170 +18 +22%
CCM
290
Cox Capital Management
Massachusetts
$1K +$830 +88 New
EI
291
Ellevest Inc
New York
$1K +$840 +89 +87%
CA
292
Clearstead Advisors
Ohio
$1K +$1.01K +107 New
PCMK
293
Paragon Capital Management (Kansas)
Kansas
$1K +$1.04K +110 New
HS
294
Horan Securities
United States
$1K +$1.19K +126 New
BC
295
Bartlett & Co
Ohio
$1K +$1.29K +137 New
AIC
296
Ameritas Investment Company
Nebraska
$1K +$1.39K +147 New
S
297
SignatureFD
Georgia
$1K +$1.47K +156 +220%
IA
298
IFP Advisors
Florida
$1K +$1.8K +191 +128%
BWA
299
Burt Wealth Advisors
Maryland
$1K +$1.85K +196 New
KFI
300
Key Financial Inc
Pennsylvania
$1K +$2.22K +235 New

REZI Hedge Fund Activity: Q1 2020 in Review

415 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q1 2020, worth a combined $560M — down 57% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of REZI and 48 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 99 added.

The largest buyer was Goldman Sachs, adding an estimated $28.2M. The largest seller was UBS Group, cutting an estimated $27.2M.

  • 415 institutional investors held Resideo Technologies (REZI) as of Q1 2020, down from 455 in Q4 2019.
  • Funds reported $560M of Resideo Technologies stock for Q1 2020, down 57% quarter-over-quarter.
  • 48 funds opened new Resideo Technologies positions in Q1 2020 and 84 closed out, a net change of -36 holders.
  • The largest Resideo Technologies buyer in Q1 2020 was Goldman Sachs, an estimated $28.2M added.
  • The largest Resideo Technologies seller in Q1 2020 was UBS Group, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2020.