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Resideo Technologies

455 hedge funds and large institutions have $1.31B invested in Resideo Technologies in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 89 increasing their positions, 184 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.65% more ownership

Funds ownership: 86.65%89.3% (+2.6%)

8% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 71

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 459455 (-4)

5% less call options, than puts

Call options by funds: $6.11M | Put options by funds: $6.42M

14% less capital invested

Capital invested by funds: $1.53B → $1.31B (-$218M)

52% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 184

Holders
455
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
8.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
89
Reduced
184
Closed
71
Calls
$6.11M
Puts
$6.42M
Net Calls
-$315K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
301
Intercontinental Wealth Advisors
Texas
$2K -$57 -5 -3%
TFS
302
TrustCore Financial Services
Tennessee
$2K -$11 -1 -0.8%
AWM
303
AllSquare Wealth Management
New York
$2K
IF
304
Ironwood Financial
Arizona
$2K
WCG
305
Weaver Consulting Group
California
$2K
PFBT
306
Parkside Financial Bank & Trust
Missouri
$2K +$751 +66 +55%
AF
307
Allworth Financial
California
$2K +$854 +75 +129%
OPS
308
Orion Portfolio Solutions
Nebraska
$2K +$1.48K +130 New
AIC
309
Archer Investment Corporation
Indiana
$2K +$1.51K +133 New
FWM
310
FSA Wealth Management
Massachusetts
$2K +$1.55K +136 New
ICM
311
Islay Capital Management
Texas
$2K +$1.65K +145 New
TFO
312
Tarbox Family Office
California
$2K +$1.85K +163 +408%
Chevy Chase Trust
313
Chevy Chase Trust
Maryland
$2K +$2.14K +188 New
SL
314
Savior LLC
Massachusetts
$2K +$2.17K +191 New
GEA
315
Glen Eagle Advisors
New Jersey
$1.49K
AIM
316
Anchor Investment Management
South Carolina
$1.31K
SWA
317
Sutton Wealth Advisors
Florida
$1.22K -$1.2K -105 -51%
TL
318
TrueWealth LLC
Georgia
$1K -$5.13K -451 -81%
SFSIG
319
San Francisco Sentry Investment Group
California
$1K -$3.9K -343 -83%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$3.86K -339 -87%
IA
321
IFP Advisors
Florida
$1K -$2.46K -216 -59%
LC
322
Lindbrook Capital
California
$1K -$2.07K -182 -66%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$1K -$1.35K -119 -54%
RAM
324
Riggs Asset Management
Pennsylvania
$1K -$1.23K -108 -67%
HI
325
Hudock Inc
Pennsylvania
$1K -$1.21K -106 -50%

REZI Hedge Fund Activity: Q4 2019 in Review

455 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q4 2019, worth a combined $1.31B — down 14% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new REZI positions and 71 closed out — a net gain of 6 holders — while 89 added to existing stakes and 184 trimmed.

The largest buyer was UBS Group, adding an estimated $32.4M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $120M sold.

  • 455 institutional investors held Resideo Technologies (REZI) as of Q4 2019, down from 459 in Q3 2019.
  • Funds reported $1.31B of Resideo Technologies stock for Q4 2019, down 14% quarter-over-quarter.
  • 77 funds opened new Resideo Technologies positions in Q4 2019 and 71 closed out, a net change of +6 holders.
  • The largest Resideo Technologies buyer in Q4 2019 was UBS Group, an estimated $32.4M added.
  • The largest Resideo Technologies seller in Q4 2019 was Vulcan Value Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2019.