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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
CCM
326
Cribstone Capital Management
Maine
$1K -$1.04K -91 -54%
EFSCE
327
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$592 -52 -51%
PCIA
328
Prime Capital Investment Advisors
Kansas
$1K -$558 -49 -51%
ARMC
329
American Research & Management Company
Massachusetts
$1K -$205 -18 -17%
S
330
SignatureFD
Georgia
$1K -$182 -16 -18%
FCA
331
FinTrust Capital Advisors
South Carolina
$1K -$159 -14 -22%
RFA
332
Reilly Financial Advisors
California
$1K -$148 -13 -22%
LWM
333
Liberty Wealth Management
California
$1K -$57 -5 -10%
AJ
334
Ashburton (Jersey)
Jersey
$1K -$23 -2 -3%
BWA
335
BDO Wealth Advisors
Florida
$1K -$23 -2 -3%
GAM
336
Gemmer Asset Management
California
$1K -$23 -2 -2%
ClearBridge Investments
337
ClearBridge Investments
New York
$1K -$11 -1 -3%
AIC
338
Ayalon Insurance Company
Israel
$1K
CB
339
CNB Bank
Pennsylvania
$1K
EWM
340
Edge Wealth Management
New York
$1K
EWM
341
Endurance Wealth Management
Rhode Island
$1K
FMP
342
Financial Management Professionals
Texas
$1K
FFC
343
First Financial Corp
Indiana
$1K
FHA
344
First Horizon Advisors
Tennessee
$1K
FPB
345
First PREMIER Bank
South Dakota
$1K
GCM
346
Gables Capital Management
Florida
$1K
HWM
347
Holloway Wealth Management
Florida
$1K
MA
348
MCF Advisors
Kentucky
$1K
MRCM
349
M&R Capital Management
New Jersey
$1K
NEAM
350
New England Asset Management
Connecticut
$1K

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.