We are live on ! Find out more
REZI icon

Resideo Technologies
REZI

371 hedge funds and large institutions have $2.54B invested in Resideo Technologies in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 97 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more call options, than puts

Call options by funds: $3.57M | Put options by funds: $459K

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

20% more capital invested

Capital invested by funds: $2.11B → $2.54B (+$429M)

9% more funds holding

Funds holding: 340 → 371 (+31)

2% more ownership

Funds ownership: 90.32% → 92.32% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 111

Holders
371
Holders Change
+31
Holders Change %
+9.12%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
63
Increased
97
Reduced
111
Closed
29
Calls
$3.57M
Puts
$459K
Net Calls
+$3.11M
Net Calls Change
+$2.96M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$36.8M
2
BlackRock
BlackRock
New York
+$16.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.97M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.37M
5
Man Group
Man Group
United Kingdom
+$7.16M

Top Sellers

Rank Fund Capital Flow
1
PIMC
Praesidium Investment Management Company
New York
-$34.6M
2
AI
Ariel Investments
Illinois
-$17.8M
3
Invesco
Invesco
Georgia
-$6.09M
4
ClearBridge Investments
ClearBridge Investments
New York
-$5.74M
5
GC
Greenlight Capital
New York
-$5.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
351
Stephens Consulting
Michigan
$205 – – –
CFD
352
Creative Financial Designs
Indiana
$188 – – –
NFSG
353
Newbridge Financial Services Group
Florida
$188 – – –
PWMG
354
Private Wealth Management Group
New Jersey
$170 +$147 +9 New
SWM
355
Sugarloaf Wealth Management
Georgia
$169 – – –
FCA
356
FinTrust Capital Advisors
South Carolina
$132 – – –
B
357
Birchbrook
Maine
$95 +$82 +5 New
FWM
358
Focused Wealth Management
New York
$94 – – –
Toronto Dominion Bank
359
Toronto Dominion Bank
Ontario, Canada
$94 – – –
LFA
360
Livelsberger Financial Advisory
Ohio
$94 +$82 +5 New
MSG
361
Main Street Group
Virginia
$94 +$82 +5 New
SA
362
Scarborough Advisors
Maryland
$94 +$82 +5 New
TVAMP
363
Tennessee Valley Asset Management Partners
Tennessee
$75 +$65 +4 New
CPG
364
Cornerstone Planning Group
New Jersey
$38 – – –
FG
365
Fairman Group
Pennsylvania
$38 +$33 +2 New
FFL
366
Financial Freedom LLC
Ohio
$19 – – –
ZB
367
Zions Bancorporation
Utah
$19 – – –
RFS
368
Richardson Financial Services
Massachusetts
$19 +$16 +1 New
GC
369
Greenlight Capital
New York
– -$5.12M -324,010 Closed
CI
370
CX Institutional
Indiana
– -$3.07M -194,449 Closed
GCM
371
Ghisallo Capital Management
Massachusetts
– -$1.03M -64,900 Closed
Allianz Asset Management
372
Allianz Asset Management
Germany
– -$934K -59,083 Closed
KSCM
373
Kamunting Street Capital Management
Florida
– -$654K -41,417 Closed
QT
374
Quantbot Technologies
New York
– -$493K -31,219 Closed
Schroder Investment Management Group
375
Schroder Investment Management Group
United Kingdom
– -$456K -27,974 Closed
12 13 14
15
16

REZI Hedge Fund Activity: Q4 2023 in Review

371 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q4 2023, worth a combined $2.54B — up 20% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new REZI positions and 29 closed out — a net gain of 34 holders — while 97 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.8M. The largest seller was Praesidium Investment Management Company, cutting an estimated $34.6M.

  • 371 institutional investors held Resideo Technologies (REZI) as of Q4 2023, up from 340 in Q3 2023.
  • Funds reported $2.54B of Resideo Technologies stock for Q4 2023, up 20% quarter-over-quarter.
  • 63 funds opened new Resideo Technologies positions in Q4 2023 and 29 closed out, a net change of +34 holders.
  • The largest Resideo Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $36.8M added.
  • The largest Resideo Technologies seller in Q4 2023 was Praesidium Investment Management Company, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2023.