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Resideo Technologies

403 hedge funds and large institutions have $2.78B invested in Resideo Technologies in 2020 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,510% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $1.4M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

122% more capital invested

Capital invested by funds: $1.25B → $2.78B (+$1.53B)

119% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 42

13% more funds holding

Funds holding: 356403 (+47)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 111

1.2% less ownership

Funds ownership: 92.64%91.44% (-1.2%)

Holders
403
Holders Change
+47
Holders Change %
+13.2%
% of All Funds
7.13%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
92
Increased
105
Reduced
111
Closed
42
Calls
$22.5M
Puts
$1.4M
Net Calls
+$21.1M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
376
Clear Harbor Asset Management
Connecticut
-$9.67K -879 Closed
FHA
377
Flagship Harbor Advisors
Massachusetts
-$4K -450 Closed
PCWA
378
Pacific Capital Wealth Advisors
California
-$3K -277 Closed
CTC
379
Central Trust Company
Missouri
-$3.46K -216 -96%
PWM
380
Provident Wealth Management
Tennessee
-$2K -216 Closed
FFA
381
Founders Financial Alliance
North Carolina
-$1K -124 Closed
WCG
382
Weaver Consulting Group
California
-$1K -112 Closed
PFG
383
Pacific Financial Group
Washington
-$1K -96 Closed
CSPIA
384
Cary Street Partners Investment Advisory
Virginia
-$1K -88 Closed
PFS
385
Prospera Financial Services
Texas
-$1K -69 Closed
NNP
386
Nachman Norwood & Parrott
South Carolina
-$1K -54 Closed
CA
387
Clearstead Advisors
Ohio
-$368 -23 -79%
KTC
388
Kistler-Tiffany Companies
Pennsylvania
-$128 -8 -42%
GI
389
Gradient Investments
Minnesota
-$80 -5 -71%
AF
390
Allworth Financial
California
-$32 -2 -8%
SIAG
391
Safeguard Investment Advisory Group
California
+$16 +1 New
TF
392
Tompkins Financial
New York
+$16 +1 New
TI
393
tru Independence
Oregon
+$32 +2 New
CPFP
394
Clear Perspectives Financial Planning
Ohio
+$48 +3 New
WWM
395
Wolff Wiese Magana
California
+$48 +3 New
JPLA
396
Joseph P. Lucia & Associates
New York
+$64 +4 New
BA
397
Bellwether Advisors
Nebraska
+$80 +5 New
LGA
398
Lebenthal Global Advisors
New York
+$80 +5 New
AWG
399
Altus Wealth Group
Colorado
+$112 +7 New
FWM
400
Focused Wealth Management
New York
+$128 +8 +160%

REZI Hedge Fund Activity: Q4 2020 in Review

403 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q4 2020, worth a combined $2.78B — up 122% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new REZI positions and 42 closed out — a net gain of 50 holders — while 105 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $54.9M. The largest seller was Freshford Capital Management, cutting an estimated $52.8M.

  • 403 institutional investors held Resideo Technologies (REZI) as of Q4 2020, up from 356 in Q3 2020.
  • Funds reported $2.78B of Resideo Technologies stock for Q4 2020, up 122% quarter-over-quarter.
  • 92 funds opened new Resideo Technologies positions in Q4 2020 and 42 closed out, a net change of +50 holders.
  • The largest Resideo Technologies buyer in Q4 2020 was BlackRock, an estimated $54.9M added.
  • The largest Resideo Technologies seller in Q4 2020 was Freshford Capital Management, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2020.