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Resideo Technologies
REZI

392 hedge funds and large institutions have $3.5B invested in Resideo Technologies in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 119 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $4.07M | Put options by funds: $2.13M

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

7% more capital invested

Capital invested by funds: $3.28B → $3.5B (+$225M)

1% more funds holding

Funds holding: 387 → 392 (+5)

0.76% more ownership

Funds ownership: 92.58% → 93.33% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

15% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 119

Holders
392
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
6.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
60
Increased
101
Reduced
119
Closed
52
Calls
$4.07M
Puts
$2.13M
Net Calls
+$1.94M
Net Calls Change
-$1.89M

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$102M
2
Boston Partners
Boston Partners
Massachusetts
+$92.5M
3
BlackRock
BlackRock
New York
+$29M
4
ClearBridge Investments
ClearBridge Investments
New York
+$26.1M
5
State Street
State Street
Massachusetts
+$8.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.4M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$28.4M
3
IAM
Iridian Asset Management
Connecticut
-$28M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.8M
5
OAM
Ophir Asset Management
Australia
-$14.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
401
Prentice Wealth Management
New York
– -$1K -16 Closed
Toronto Dominion Bank
402
Toronto Dominion Bank
Ontario, Canada
– -$363 -14 -74%
SC
403
SouthState Corp
Florida
– -$337 -13 -65%
FWM
404
Focused Wealth Management
New York
– -$285 -11 -69%
COCM
405
Charter Oak Capital Management
New Hampshire
– -$233 -9 -36%
AWM
406
Avior Wealth Management
Nebraska
– +$26 +1 New
RPCONE
407
Retirement Planning Company of New England
Rhode Island
– +$26 +1 New
FHA
408
First Horizon Advisors
Tennessee
– +$130 +5 New
CTB
409
Country Trust Bank
Illinois
– +$155 +6 New
SFM
410
Signet Financial Management
New Jersey
– +$155 +6 New
CWM
411
CarsonAllaria Wealth Management
Illinois
– +$207 +8 New
CCM
412
Chilton Capital Management
Texas
– +$311 +12 New
RK
413
Rather & Kittrell
Tennessee
– +$311 +12 New
NIC
414
Northwest Investment Counselors
Oregon
– +$415 +16 New
13 14 15 16
17

REZI Hedge Fund Activity: Q4 2021 in Review

392 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q4 2021, worth a combined $3.5B — up 6.9% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new REZI positions and 52 closed out — a net gain of 8 holders — while 101 added to existing stakes and 119 trimmed.

The largest buyer was Ariel Investments, adding an estimated $102M. The largest seller was Fidelity Investments, cutting an estimated $38.4M.

  • 392 institutional investors held Resideo Technologies (REZI) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $3.5B of Resideo Technologies stock for Q4 2021, up 6.9% quarter-over-quarter.
  • 60 funds opened new Resideo Technologies positions in Q4 2021 and 52 closed out, a net change of +8 holders.
  • The largest Resideo Technologies buyer in Q4 2021 was Ariel Investments, an estimated $102M added.
  • The largest Resideo Technologies seller in Q4 2021 was Fidelity Investments, an estimated $38.4M sold.

Based on aggregated 13F filings for Q4 2021.