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Resideo Technologies

415 hedge funds and large institutions have $560M invested in Resideo Technologies in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 159 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.8% more ownership

Funds ownership: 89.3%94.1% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less funds holding

Funds holding: 455415 (-40)

38% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 159

43% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 84

54% less call options, than puts

Call options by funds: $978K | Put options by funds: $2.11M

57% less capital invested

Capital invested by funds: $1.31B → $560M (-$748M)

Holders
415
Holders Change
-40
Holders Change %
-8.79%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
99
Reduced
159
Closed
84
Calls
$978K
Puts
$2.11M
Net Calls
-$1.13M
Net Calls Change
-$819K
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
351
Personal Wealth Partners
Minnesota
-$9K -719 Closed
AP
352
Americana Partners
Texas
-$7K -597 Closed
CYG
353
Clean Yield Group
Vermont
-$6K -500 Closed
HR
354
Howe & Rusling
New York
-$6K -500 Closed
LWM
355
Lionsbridge Wealth Management
Florida
-$3K -313 Closed
BL
356
Balentine LLC
Georgia
-$4K -298 Closed
BSPF
357
British Steel Pension Fund
United Kingdom
-$4K -297 Closed
WB
358
Webster Bank
Connecticut
-$2.62K -278 -76%
Chevy Chase Trust
359
Chevy Chase Trust
Maryland
-$2K -188 Closed
IWA
360
Intercontinental Wealth Advisors
Texas
-$2K -168 Closed
TA
361
TFG Advisers
Michigan
-$1K -149 Closed
THWM
362
Taylor Hoffman Wealth Management
Virginia
-$2K -140 Closed
AIC
363
Archer Investment Corporation
Indiana
-$2K -133 Closed
TPWA
364
TRUE Private Wealth Advisors
Oregon
-$1.23K -130 -49%
TF
365
TimeScale Financial
Massachusetts
-$1K -108 Closed
Bessemer Group
366
Bessemer Group
New Jersey
-$887 -94 -56%
PFBT
367
Parkside Financial Bank & Trust
Missouri
-$849 -90 -49%
TFS
368
TrustCore Financial Services
Tennessee
-$849 -90 -71%
CWP
369
CFM Wealth Partners
Texas
-$1K -86 Closed
TIM
370
Tortoise Investment Management
New York
-$811 -86 -76%
FPB
371
First PREMIER Bank
South Dakota
-$1K -83 Closed
PCFFS
372
Pacific Center for Financial Services
California
-$783 -83 -46%
CCM
373
Cribstone Capital Management
Maine
-$1K -77 Closed
FMP
374
Financial Management Professionals
Texas
-$1K -75 Closed
GAM
375
Gemmer Asset Management
California
-$679 -72 -80%

REZI Hedge Fund Activity: Q1 2020 in Review

415 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q1 2020, worth a combined $560M — down 57% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of REZI and 48 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 99 added.

The largest buyer was Goldman Sachs, adding an estimated $28.2M. The largest seller was UBS Group, cutting an estimated $27.2M.

  • 415 institutional investors held Resideo Technologies (REZI) as of Q1 2020, down from 455 in Q4 2019.
  • Funds reported $560M of Resideo Technologies stock for Q1 2020, down 57% quarter-over-quarter.
  • 48 funds opened new Resideo Technologies positions in Q1 2020 and 84 closed out, a net change of -36 holders.
  • The largest Resideo Technologies buyer in Q1 2020 was Goldman Sachs, an estimated $28.2M added.
  • The largest Resideo Technologies seller in Q1 2020 was UBS Group, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2020.