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Resideo Technologies

395 hedge funds and large institutions have $3.75B invested in Resideo Technologies in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 102 increasing their positions, 120 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,849% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $1.3M

35% more capital invested

Capital invested by funds: $2.78B → $3.75B (+$970M)

1.39% more ownership

Funds ownership: 91.44%92.83% (+1.4%)

6% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 63

2% less funds holding

Funds holding: 403395 (-8)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 120

Holders
395
Holders Change
-8
Holders Change %
-1.99%
% of All Funds
6.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
59
Increased
102
Reduced
120
Closed
63
Calls
$51.5M
Puts
$1.3M
Net Calls
+$50.2M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
401
Baron Silver Stevens Financial Advisors
Florida
-$2K -97 Closed
PWPS
402
Pinnacle Wealth Planning Services
Ohio
-$2K -78 Closed
RPWA
403
Regent Peak Wealth Advisors
Georgia
-$1K -57 Closed
TPWA
404
TRUE Private Wealth Advisors
Oregon
-$1K -55 Closed
DOA
405
D'Orazio & Associates
Virginia
-$1K -51 Closed
PMFA
406
Plante Moran Financial Advisors
Michigan
-$1K -40 Closed
AIM
407
Anchor Investment Management
South Carolina
-$702 -33 Closed
CAAS
408
Capital Asset Advisory Services
Michigan
-$1K -25 Closed
TIAM2
409
Tru Independence Asset Management 2
Oregon
-$1K -25 Closed
IA
410
Inspire Advisors
Idaho
-$1K -24 Closed
PK
411
Pflug Koory
Nebraska
-$423 -16 -50%
TFGT
412
TS Financial Group (TSFG)
Illinois
-$1K -2 Closed
ME
413
McIlrath & Eck
Washington
+$26 +1 +7%
FWM
414
Focused Wealth Management
New York
+$53 +2 +15%
RCG
415
Rock Creek Group
District of Columbia
+$79 +3 New
ZB
416
Zions Bancorporation
Utah
+$79 +3 +300%
MWP
417
Meridian Wealth Partners
Pennsylvania
+$238 +9 New
AWC
418
Abundance Wealth Counselors
Pennsylvania
+$423 +16 New
NIC
419
Northwest Investment Counselors
Oregon
+$423 +16 New
WWMSC
420
Wagner Wealth Management (South Carolina)
South Carolina
+$423 +16 New
WP
421
WealthShield Partners
North Carolina
+$423 +16 New

REZI Hedge Fund Activity: Q1 2021 in Review

395 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q1 2021, worth a combined $3.75B — up 35% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of REZI and 59 opened new positions — a net loss of 4 holders — while 120 trimmed existing stakes and 102 added.

The largest buyer was Iridian Asset Management, adding an estimated $99.9M. The largest seller was Freshford Capital Management, cutting an estimated $75.3M.

  • 395 institutional investors held Resideo Technologies (REZI) as of Q1 2021, down from 403 in Q4 2020.
  • Funds reported $3.75B of Resideo Technologies stock for Q1 2021, up 35% quarter-over-quarter.
  • 59 funds opened new Resideo Technologies positions in Q1 2021 and 63 closed out, a net change of -4 holders.
  • The largest Resideo Technologies buyer in Q1 2021 was Iridian Asset Management, an estimated $99.9M added.
  • The largest Resideo Technologies seller in Q1 2021 was Freshford Capital Management, an estimated $75.3M sold.

Based on aggregated 13F filings for Q1 2021.