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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
Toronto Dominion Bank
451
Toronto Dominion Bank
Ontario, Canada
-$524 -46 -71%
LWM
452
Lenox Wealth Management
Ohio
-$364 -32 -64%
ZB
453
Zions Bancorporation
Utah
-$364 -32 -44%
KTC
454
Kistler-Tiffany Companies
Pennsylvania
-$239 -21 -36%
WWM
455
Willingdon Wealth Management
North Carolina
-$194 -17 -32%
AssetMark Inc
456
AssetMark Inc
California
-$182 -16 -64%
ADL
457
Asset Dedication LLC
California
-$159 -14 -23%
OC
458
Oakworth Capital
Alabama
-$102 -9 -12%
SCA
459
Stuart Chaussee & Associates
California
-$80 -7 -41%
GI
460
Gradient Investments
Minnesota
-$34 -3 -23%
CFD
461
Creative Financial Designs
Indiana
-$23 -2 -17%
1832 Asset Management
462
1832 Asset Management
Ontario, Canada
+$34 +3 +75%
EWM
463
EPG Wealth Management
Georgia
+$57 +5 New
HWM
464
Howard Wealth Management
Connecticut
+$57 +5 New
BWM
465
BerganKDV Wealth Management
Minnesota
+$80 +7 +88%
PP
466
Pacifica Partners
Canada
+$80 +7 New
SIC
467
Samalin Investment Counsel
New York
+$102 +9 New
SWM
468
Sugarloaf Wealth Management
Georgia
+$148 +13 New
NG
469
NWK Group
California
+$159 +14 New
GDP
470
Great Diamond Partners
Maine
+$171 +15 New
BWL
471
Bogart Wealth LLC
Virginia
+$182 +16 New
EWP
472
Engrave Wealth Partners
Texas
+$182 +16 New
PA
473
Procyon Advisors
Connecticut
+$239 +21 New
TFA
474
Tobias Financial Advisors
Florida
+$262 +23 New
PA
475
PSI Advisors
Florida
+$307 +27 New

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.