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Resideo Technologies

455 hedge funds and large institutions have $1.31B invested in Resideo Technologies in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 89 increasing their positions, 184 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.65% more ownership

Funds ownership: 86.65%89.3% (+2.6%)

8% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 71

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 459455 (-4)

5% less call options, than puts

Call options by funds: $6.11M | Put options by funds: $6.42M

14% less capital invested

Capital invested by funds: $1.53B → $1.31B (-$218M)

52% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 184

Holders
455
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
8.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
89
Reduced
184
Closed
71
Calls
$6.11M
Puts
$6.42M
Net Calls
-$315K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
-$19K -1,303 Closed
FWM
427
Focused Wealth Management
New York
-$9.96K -875 -97%
KWA
428
KCS Wealth Advisory
California
-$11.3K -784 Closed
NIPH
429
NN Investment Partners Holdings
Netherlands
-$11K -763 Closed
RMC
430
Resources Management Corp
Connecticut
-$6.57K -577 -97%
MCA
431
Mercer Capital Advisers
New Jersey
-$7K -520 Closed
EIP
432
Ellis Investment Partners
Pennsylvania
-$5.3K -466 -96%
WC
433
Whitnell & Co
Illinois
-$6K -416 Closed
PCG
434
Private Capital Group
Connecticut
-$3.96K -348 -97%
AIC
435
Ameritas Investment Company
Nebraska
-$4K -334 Closed
CIAS
436
Capital Investment Advisory Services
North Carolina
-$4K -268 Closed
AP
437
Atwood & Palmer
Missouri
-$2.37K -208 -96%
FL
438
Fort LP
Maryland
-$2K -173 Closed
WCM
439
Whitener Capital Management
North Carolina
-$2K -167 Closed
EWM
440
Elmwood Wealth Management
California
-$2K -158 Closed
HWA
441
Heritage Wealth Advisors
Virginia
-$2K -156 Closed
CA
442
Centerpoint Advisors
Massachusetts
-$1.72K -151 -95%
SWP
443
Strategic Wealth Partners
Ohio
-$458 -98 Closed
MIM
444
Macroview Investment Management
Maryland
-$1K -88 Closed
JWA
445
JFS Wealth Advisors
Pennsylvania
-$876 -77 -83%
QCIG
446
Quad-Cities Investment Group
Iowa
-$1K -67 Closed
LFG
447
Larson Financial Group
Missouri
-$637 -56 -98%
CAGAS
448
Capital Advisory Group Advisory Services
Minnesota
-$1K -53 Closed
GSWM
449
Golden State Wealth Management
California
-$1K -53 Closed
HS
450
Horan Securities
United States
-$1K -51 Closed

REZI Hedge Fund Activity: Q4 2019 in Review

455 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q4 2019, worth a combined $1.31B — down 14% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new REZI positions and 71 closed out — a net gain of 6 holders — while 89 added to existing stakes and 184 trimmed.

The largest buyer was UBS Group, adding an estimated $32.4M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $120M sold.

  • 455 institutional investors held Resideo Technologies (REZI) as of Q4 2019, down from 459 in Q3 2019.
  • Funds reported $1.31B of Resideo Technologies stock for Q4 2019, down 14% quarter-over-quarter.
  • 77 funds opened new Resideo Technologies positions in Q4 2019 and 71 closed out, a net change of +6 holders.
  • The largest Resideo Technologies buyer in Q4 2019 was UBS Group, an estimated $32.4M added.
  • The largest Resideo Technologies seller in Q4 2019 was Vulcan Value Partners, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2019.