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Resideo Technologies

511 hedge funds and large institutions have $2.13B invested in Resideo Technologies in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 219 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more capital invested

Capital invested by funds: $1.79B → $2.13B (+$340M)

3.49% more ownership

Funds ownership: 75.75%79.25% (+3.5%)

3% less call options, than puts

Call options by funds: $2.01M | Put options by funds: $2.06M

11% less funds holding

Funds holding: 576511 (-65)

48% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 219

50% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 111

Holders
511
Holders Change
-65
Holders Change %
-11.28%
% of All Funds
11.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
56
Increased
114
Reduced
219
Closed
111
Calls
$2.01M
Puts
$2.06M
Net Calls
-$56K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$15K
MI
302
Markston International
New York
$14K -$183K -8,649 -93%
SWP
303
Strategic Wealth Partners
Ohio
$14K -$3.04K -144 -18%
MCM
304
Manchester Capital Management
Vermont
$13K
1IA
305
1834 Investment Advisors
Wisconsin
$13K +$3K +142 +35%
TCOV
306
Trust Company of Vermont
Vermont
$12K -$9.72K -460 -46%
DSC
307
Duncker Streett & Co
Missouri
$12K -$5.26K -249 -32%
OIA
308
Optimum Investment Advisors
Illinois
$12K -$866 -41 -7%
TL
309
TrueWealth LLC
Georgia
$12K -$21 -1 -0.2%
BSPF
310
British Steel Pension Fund
United Kingdom
$11K -$9.26K -438 -46%
WC
311
Whitnell & Co
Illinois
$11K -$1.12K -53 -10%
MCA
312
Mercer Capital Advisers
New Jersey
$11K -$338 -16 -3%
CYG
313
Clean Yield Group
Vermont
$11K
PRC
314
Pearl River Capital
Michigan
$11K +$10.8K +512 New
Bessemer Group
315
Bessemer Group
New Jersey
$10K -$30.4K -1,438 -76%
PMFA
316
Plante Moran Financial Advisors
Michigan
$10K -$2.26K -107 -19%
APW
317
Acima Private Wealth
Virginia
$10K
BCA
318
Berman Capital Advisors
Georgia
$10K
OSNBOA
319
Old Second National Bank of Aurora
Illinois
$10K
YWP
320
YorkBridge Wealth Partners
New York
$10K
IAS
321
IMA Advisory Services
Colorado
$10K +$7.5K +355 +438%
WB
322
Webster Bank
Connecticut
$9K -$15.9K -753 -64%
OIA
323
OneDigital Investment Advisors
Kansas
$9K -$1.97K -93 -19%
BBA
324
Braun-Bostich & Associates
Pennsylvania
$9K
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$9K

REZI Hedge Fund Activity: Q2 2019 in Review

511 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q2 2019, worth a combined $2.13B — up 19% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of REZI and 56 opened new positions — a net loss of 55 holders — while 219 trimmed existing stakes and 114 added.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $83.3M. The largest seller was Fidelity Investments, cutting an estimated $34.1M.

  • 511 institutional investors held Resideo Technologies (REZI) as of Q2 2019, down from 576 in Q1 2019.
  • Funds reported $2.13B of Resideo Technologies stock for Q2 2019, up 19% quarter-over-quarter.
  • 56 funds opened new Resideo Technologies positions in Q2 2019 and 111 closed out, a net change of -55 holders.
  • The largest Resideo Technologies buyer in Q2 2019 was Vulcan Value Partners, an estimated $83.3M added.
  • The largest Resideo Technologies seller in Q2 2019 was Fidelity Investments, an estimated $34.1M sold.

Based on aggregated 13F filings for Q2 2019.