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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
SFSIG
376
San Francisco Sentry Investment Group
California
-$1K -72 Closed
TCWM
377
Total Clarity Wealth Management
Illinois
-$1K -71 Closed
CFFP
378
Center for Financial Planning
Michigan
-$1K -66 Closed
GCM
379
Gables Capital Management
Florida
-$1K -66 Closed
VCP
380
Verus Capital Partners
Arizona
-$1K -66 Closed
OSAM
381
O'Shaughnessy Asset Management
Connecticut
-$547 -58 -91%
TL
382
TrueWealth LLC
Georgia
-$528 -56 -54%
WAP
383
Wealthcare Advisory Partners
Pennsylvania
-$528 -56 -55%
AA
384
Advisory Alpha
Michigan
-$594 -50 Closed
SAM
385
S.A. Mason
Michigan
-$1K -50 Closed
DekaBank Deutsche Girozentrale
386
DekaBank Deutsche Girozentrale
Germany
-$1K -49 Closed
VNA
387
Valley National Advisers
Pennsylvania
-$406 -43 -61%
PO
388
Private Ocean
California
-$1K -37 Closed
EWM
389
Edge Wealth Management
New York
-$1K -33 Closed
ADL
390
Asset Dedication LLC
California
-$293 -31 -66%
FHA
391
First Horizon Advisors
Tennessee
-$274 -29 -37%
MF
392
Manchester Financial
California
-$264 -28 -80%
FWM
393
Focused Wealth Management
New York
-$245 -26 -84%
CCA
394
Column Capital Advisors
Indiana
-$236 -25 -44%
BWM
395
Baystate Wealth Management
Massachusetts
-$151 -16 -23%
FP
396
Financial Perspectives
Minnesota
-$191 -16 Closed
PFSC
397
Peoples Financial Services Corp
Pennsylvania
-$151 -16 -50%
LC
398
Lindbrook Capital
California
-$132 -14 -15%
LF
399
Lee Financial
Texas
-$113 -12 -39%
DSC
400
Duncker Streett & Co
Missouri
-$75 -8 -20%

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.