Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Resideo Technologies Inc (REZI)

440 + Investors. Track Smart Money conviction in REZI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — REZI

Based on 444 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added REZI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
444 hedge funds hold REZI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

202 buying184 selling
Last quarter: 202 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~69 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 44 → 117 → 72 → 69. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
260 out of 444 hedge funds have held REZI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~69 new funds/quarter

56 → 44 → 117 → 72 → 69 new funds/Q
New funds entering each quarter: 44 → 117 → 72 → 69. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 25% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 25% new
Entry-cohort mix of 450 holders: 297 (66%) are 2+ year veterans, 42 entered 1–2 years ago, and 111 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
53 of 444 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — REZI

In 2026 Q1, 202 hedge funds were net buyers of REZI (69 opened a new position, 133 added to an existing one), while 184 reduced or exited (118 trimmed, 66 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 33% of total institutional value in REZI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 444.

Hedge Fund Ownership: REZI

How many hedge funds hold REZI — quarterly history vs. share price
Quarterly hedge fund ownership of REZI vs. share price

Market Analysis: REZI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: REZI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Resideo Technologies Inc (REZI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much REZI has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
REZI
-7.7%
XLI
+12.4%

REZI outperformed XLI by -20.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
REZI
+9.8%
XLI
+6.1%

Since the filing became public, REZI outperformed XLI by +3.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 4 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: REZI
440 + Investors

Track Smart Money conviction in REZI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 440 441 -0.23%
13F Shares 144M 148M -2.36%
Total Value $4.80B $5.17B -7.26%
New Positions 67 72 -5
Increased Positions 132 113 +19
Closed Positions 68 78 -10
Reduced Positions 115 161 -46
Total Calls 3 5 -40.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: REZI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

440 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in REZI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 REZI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clayton, Dubilier & Rice, LLC 94.10% 14,976,142 $504.8M
2 Beaconlight Capital, LLC 10.55% 594,234 $20.0M
3 Permian Investment Partners, LP 7.19% 1,928,882 $65.0M
4 Pembroke Management, LTD 5.44% 1,115,129 $37.6M
5 Blue Door Asset Management, LLC 4.38% 206,175 $7.0M
6 Goldentree Asset Management LP 3.38% 1,691,343 $56.9M
7 Medina Value Partners, LLC 2.81% 398,658 $13.4M
8 Locust Wood Capital Advisers, LLC 2.70% 3,141,349 $105.9M
9 Alpha Wave Global, LP 2.57% 603,395 $20.3M
10 Ariel Investments, LLC 2.29% 6,078,851 $204.9M
11 AYAL Capital Advisors Ltd 2.28% 250,000 $8.4M
12 Steamboat Capital Partners, LLC 2.08% 248,721 $8.4M
13 Global Alpha Capital Management Ltd. 1.68% 826,852 $27.9M
14 DME Capital Management, LP 1.66% 1,574,950 $53.1M
15 AMJ Financial Wealth Management 1.49% 187,788 $6.3M
16 Intrinsic Edge Capital Management LLC 0.91% 162,408 $5.5M
17 VARCOV Co. 0.84% 66,451 $2.2M
18 Nicola Wealth Management LTD. 0.64% 157,600 $5.3M
19 Miller Value Partners, LLC 0.61% 69,762 $2.4M
20 Atom Investors LP 0.55% 229,613 $7.7M
21 Fuller & Thaler Asset Management, INC. 0.45% 3,947,596 $133.1M
22 J. Goldman & Co LP 0.42% 431,510 $14.5M
23 Twinbeech Capital LP 0.31% 88,789 $3.0M
24 Linden Thomas Advisory Services, LLC 0.29% 88,079 $3.0M
25 Prelude Capital Management, LLC 0.25% 96,153 $3.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Resideo Technologies Inc (REZI)

What does the Smart Money Trend signal show for REZI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added REZI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for REZI?

Slight buying edge — 52% buying: Last quarter: 202 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for REZI holders?

Strong quality — 33% AUM from major funds: 53 of 444 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held REZI?

59% of holders stayed for 2+ years: 260 out of 444 hedge funds have held REZI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Resideo Technologies Inc (REZI) following the 2026 Q1 hedge fund 13F filings?

As of today, REZI has moved +9.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.1% for the XLI sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), REZI has gained -7.7% vs +12.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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