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Resideo Technologies

366 hedge funds and large institutions have $2.14B invested in Resideo Technologies in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $541K | Put options by funds: $231K

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

6% more funds holding

Funds holding: 346366 (+20)

0.33% less ownership

Funds ownership: 93.04%92.71% (-0.33%)

17% less capital invested

Capital invested by funds: $2.58B → $2.14B (-$439M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
366
Holders Change
+20
Holders Change %
+5.78%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
66
Increased
107
Reduced
93
Closed
40
Calls
$541K
Puts
$231K
Net Calls
+$310K
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
276
Addison Advisors
Vermont
$1.5K -$761 -42 -32%
ACM
277
AUA Capital Management
Pennsylvania
$1.46K
EI
278
Ellevest Inc
New York
$1.36K -$6.09K -336 -80%
TCWA
279
Ten Capital Wealth Advisors
Washington
$1.35K
TWC
280
TD Waterhouse Canada
Ontario, Canada
$1.34K -$73 -4 -5%
LC
281
Lindbrook Capital
California
$1.27K -$181 -10 -11%
KLWA
282
Kelly Lawrence W & Associates
California
$1.09K
BCPWM
283
Bradley & Co Private Wealth Management
Florida
$1.04K
UB
284
UMB Bank
Missouri
$1K -$91 -5 -7%
BWM
285
Baystate Wealth Management
Massachusetts
$1K
CAL
286
Capital Analysts LLC
Pennsylvania
$1K
HBW
287
Hazlett, Burt & Watson
West Virginia
$1K
HCM
288
Horrell Capital Management
Arkansas
$1K
PP
289
PrairieView Partners
Minnesota
$1K
SFA
290
Semmax Financial Advisors
North Carolina
$1K
ANBT
291
American National Bank & Trust
Texas
$1K +$18 +1 New
GKIM
292
GW&K Investment Management
Massachusetts
$1K +$1.65K +91 New
CHA
293
Carmichael Hill & Associates
Maryland
$888
SC
294
Schubert & Co
Texas
$839 +$671 +37 +264%
ASBI
295
American State Bank (Iowa)
Iowa
$823
CFGS
296
Concourse Financial Group Securities
Alabama
$822
GJIA
297
Glass Jacobson Investment Advisors
Maryland
$790 +$870 +48 New
RFA
298
Register Financial Advisors
Georgia
$757 +$834 +46 New
SC
299
Stephens Consulting
Michigan
$729
National Bank of Canada
300
National Bank of Canada
Quebec, Canada
$724 -$3.21K -177 -80%

REZI Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q4 2022, worth a combined $2.14B — down 17% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new REZI positions and 40 closed out — a net gain of 26 holders — while 107 added to existing stakes and 93 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $26.2M. The largest seller was Ninety One (UK), exiting entirely with an estimated $101M sold.

  • 366 institutional investors held Resideo Technologies (REZI) as of Q4 2022, up from 346 in Q3 2022.
  • Funds reported $2.14B of Resideo Technologies stock for Q4 2022, down 17% quarter-over-quarter.
  • 66 funds opened new Resideo Technologies positions in Q4 2022 and 40 closed out, a net change of +26 holders.
  • The largest Resideo Technologies buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $26.2M added.
  • The largest Resideo Technologies seller in Q4 2022 was Ninety One (UK), an estimated $101M sold.

Based on aggregated 13F filings for Q4 2022.