We are live on ! Find out more
REZI icon

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
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$4.15K +$1.98K +100 +94%
BIG
277
Brooklyn Investment Group
New York
$4.07K +$4.01K +202 New
JFA
278
JNBA Financial Advisors
Minnesota
$4.03K
PCMC
279
Planning Capital Management Corporation
Pennsylvania
$4.03K +$3.97K +200 New
LC
280
Lindbrook Capital
California
$4.01K +$833 +42 +27%
HI
281
Harbour Investments
Wisconsin
$3.79K
TWC
282
TD Waterhouse Canada
Ontario, Canada
$3.77K +$2.74K +138 +251%
EB
283
Eastern Bank
Massachusetts
$3.56K +$3.51K +177 New
RIL
284
Rothschild Investment LLC
Illinois
$3.46K +$1.59K +80 +87%
DIP
285
DT Investment Partners
Pennsylvania
$3.4K
AP
286
Aspect Partners
Virginia
$3.38K
TIM
287
Thompson Investment Management
Wisconsin
$3.34K
CLOS
288
Compagnie Lombard Odier SCmA
Switzerland
$3.32K
CMBA
289
C.M. Bidwell & Associates
Hawaii
$3.14K
HGERS
290
Householder Group Estate & Retirement Specialist
Arizona
$3K -$754 -38 -17%
Barrow, Hanley, Mewhinney & Strauss
291
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.78K -$20 -1 -0.7%
AGWCA
292
Annis Gardner Whiting Capital Advisors
Florida
$2.76K
WIM
293
Westside Investment Management
California
$2.72K
AWM
294
AllSquare Wealth Management
New York
$2.56K
FWM
295
FSA Wealth Management
Massachusetts
$2.4K +$2.36K +119 New
FFO
296
Fortitude Family Office
Arizona
$2.36K +$2.32K +117 New
PWMG
297
Private Wealth Management Group
New Jersey
$2.08K
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$2.07K
BLC
299
Brown, Lisle/Cummings
Rhode Island
$2.05K -$397 -20 -16%
CPA
300
Clear Point Advisors
New York
$2.05K

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.