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Resideo Technologies

399 hedge funds and large institutions have $3.22B invested in Resideo Technologies in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $1.46M

33% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 49

18% more capital invested

Capital invested by funds: $2.74B → $3.22B (+$488M)

3% more funds holding

Funds holding: 388399 (+11)

2.39% more ownership

Funds ownership: 92.7%95.09% (+2.4%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
399
Holders Change
+11
Holders Change %
+2.84%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
109
Reduced
114
Closed
49
Calls
$6.29M
Puts
$1.46M
Net Calls
+$4.83M
Net Calls Change
+$4.59M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
426
Householder Group Estate & Retirement Specialist
Arizona
-$3K -180 Closed
CPA
427
Clear Point Advisors
New York
-$2.05K -102 Closed
CFGS
428
Concourse Financial Group Securities
Alabama
-$1.17K -50 Closed
M
429
MOTCO
Texas
-$1.01K -50 Closed
NFA
430
Northwest Financial Advisors
Virginia
-$907 -45 Closed
APC
431
Aspire Private Capital
North Carolina
-$806 -40 Closed
GJWM
432
Gilliland Jeter Wealth Management
Arkansas
-$644 -32 Closed
CPA
433
Capital Performance Advisors
California
-$584 -29 Closed
FCM
434
Fourpath Capital Management
Oklahoma
-$564 -28 Closed
WWP
435
WR Wealth Planners
Missouri
-$504 -25 Closed
MA
436
Montag & Associates
Georgia
-$323 -16 Closed
PFSC
437
Peoples Financial Services Corp
Pennsylvania
-$322 -16 Closed
SWA
438
SOA Wealth Advisors
New York
-$322 -16 Closed
CA
439
Claris Advisors
Missouri
-$282 -14 Closed
MFG
440
Mendota Financial Group
Wisconsin
-$282 -14 Closed
GSEP
441
Golden State Equity Partners
California
-$241 -12 Closed
JIP
442
Jaffetilchin Investment Partners
Florida
-$201 -10 Closed
LFA
443
Livelsberger Financial Advisory
Ohio
-$101 -5 Closed
Toronto Dominion Bank
444
Toronto Dominion Bank
Ontario, Canada
-$101 -5 Closed
RWA
445
Redmont Wealth Advisors
Illinois
-$60 -3 Closed
RFS
446
Richardson Financial Services
Massachusetts
-$20 -1 Closed

REZI Hedge Fund Activity: Q4 2024 in Review

399 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Resideo Technologies (REZI) for Q4 2024, worth a combined $3.22B — up 18% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new REZI positions and 49 closed out — a net gain of 16 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $124M. The largest seller was Citadel Advisors, cutting an estimated $27.4M.

  • 399 institutional investors held Resideo Technologies (REZI) as of Q4 2024, up from 388 in Q3 2024.
  • Funds reported $3.22B of Resideo Technologies stock for Q4 2024, up 18% quarter-over-quarter.
  • 65 funds opened new Resideo Technologies positions in Q4 2024 and 49 closed out, a net change of +16 holders.
  • The largest Resideo Technologies buyer in Q4 2024 was Pacer Advisors, an estimated $124M added.
  • The largest Resideo Technologies seller in Q4 2024 was Citadel Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q4 2024.