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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
PWMG
351
Prestige Wealth Management Group
New Jersey
$1K
PO
352
Private Ocean
California
$1K
TF
353
TimeScale Financial
Massachusetts
$1K
TFGT
354
TS Financial Group (TSFG)
Illinois
$1K
VNA
355
Valley National Advisers
Pennsylvania
$1K
BWM
356
Baystate Wealth Management
Massachusetts
$1K +$80 +7 +11%
DekaBank Deutsche Girozentrale
357
DekaBank Deutsche Girozentrale
Germany
$1K +$558 +49 New
SAM
358
S.A. Mason
Michigan
$1K +$569 +50 New
VRM
359
Vectors Research Management
New York
$1K +$569 +50 +94%
TIM
360
Tortoise Investment Management
New York
$1K +$603 +53 +88%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$1K +$728 +64 New
CFFP
362
Center for Financial Planning
Michigan
$1K +$751 +66 New
VCP
363
Verus Capital Partners
Arizona
$1K +$751 +66 New
TCWM
364
Total Clarity Wealth Management
Illinois
$1K +$808 +71 New
EI
365
Ellevest Inc
New York
$1K +$933 +82 +410%
CWP
366
CFM Wealth Partners
Texas
$1K +$979 +86 New
CHA
367
Carmichael Hill & Associates
Maryland
$1K +$1.04K +91 New
WLPWM
368
Walled Lake Planning & Wealth Management
Illinois
$1K +$1.21K +106 New
SMFS
369
Squar Milner Financial Services
California
$1K +$1.54K +135 New
TA
370
TFG Advisers
Michigan
$1K +$1.7K +149 New
TI
371
tru Independence
Oregon
$1K +$2.12K +186 New
TPCW
372
TD Private Client Wealth
New York
$919 +$876 +77 New
GFPC
373
Global Financial Private Client
Florida
$644 +$615 +54 New
ED
374
Exane Derivatives
France
$597
AA
375
Advisory Alpha
Michigan
$594 +$46 +4 +9%

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.