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Resideo Technologies

340 hedge funds and large institutions have $2.11B invested in Resideo Technologies in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $928K

9% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 103

1.77% less ownership

Funds ownership: 92.08%90.32% (-1.8%)

5% less funds holding

Funds holding: 359340 (-19)

12% less capital invested

Capital invested by funds: $2.39B → $2.11B (-$281M)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
340
Holders Change
-19
Holders Change %
-5.29%
% of All Funds
5.4%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
20
Increased
94
Reduced
103
Closed
32
Calls
$1.08M
Puts
$928K
Net Calls
+$148K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
276
Gradient Investments
Minnesota
$995
GJIA
277
Glass Jacobson Investment Advisors
Maryland
$854 +$235 +14 +35%
BWM
278
Baystate Wealth Management
Massachusetts
$806
ASBI
279
American State Bank (Iowa)
Iowa
$790
CFGS
280
Concourse Financial Group Securities
Alabama
$790
SS
281
Sunbelt Securities
Texas
$695
National Bank of Canada
282
National Bank of Canada
Quebec, Canada
$690
FFA
283
Fairfield Financial Advisors
Massachusetts
$648
APC
284
Aspire Private Capital
North Carolina
$632
BCMIO
285
Beacon Capital Management Inc (Ohio)
Ohio
$632
NSIM
286
North Star Investment Management
Illinois
$632
AF
287
Advisornet Financial
Minnesota
$616 -$50 -3 -7%
GRP
288
Global Retirement Partners
California
$576
LFG
289
Larson Financial Group
Missouri
$569
SFA
290
Semmax Financial Advisors
North Carolina
$535 +$572 +34 New
LF
291
Lee Financial
Texas
$522
CCA
292
Column Capital Advisors
Indiana
$506
SIC
293
SJS Investment Consulting
Ohio
$459 -$34 -2 -6%
HWA
294
HHM Wealth Advisors
Tennessee
$443 +$471 +28 New
GWSG
295
GPS Wealth Strategies Group
Colorado
$442
MIM
296
Manitou Investment Management
Ontario, Canada
$427
HCM
297
Hollencrest Capital Management
California
$395
SAG
298
Spotlight Asset Group
Illinois
$395
WWP
299
WR Wealth Planners
Missouri
$395
RAM
300
Riggs Asset Management
Pennsylvania
$380

REZI Hedge Fund Activity: Q3 2023 in Review

340 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q3 2023, worth a combined $2.11B — down 12% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of REZI and 20 opened new positions — a net loss of 12 holders — while 103 trimmed existing stakes and 94 added.

The largest buyer was Pzena Investment Management, adding an estimated $15.5M. The largest seller was Freshford Capital Management, exiting entirely with an estimated $41.9M sold.

  • 340 institutional investors held Resideo Technologies (REZI) as of Q3 2023, down from 359 in Q2 2023.
  • Funds reported $2.11B of Resideo Technologies stock for Q3 2023, down 12% quarter-over-quarter.
  • 20 funds opened new Resideo Technologies positions in Q3 2023 and 32 closed out, a net change of -12 holders.
  • The largest Resideo Technologies buyer in Q3 2023 was Pzena Investment Management, an estimated $15.5M added.
  • The largest Resideo Technologies seller in Q3 2023 was Freshford Capital Management, an estimated $41.9M sold.

Based on aggregated 13F filings for Q3 2023.