Lennox International
212 hedge funds and large institutions have $2.51B invested in Lennox International in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 73 reducing their positions, and 16 closing their positions.
144% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 16
13% more capital invested
Capital invested by funds: $2.22B → $2.51B (+$289M)
11% more funds holding
Funds holding: 191 → 212 (+21)
11% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 73
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.24% less ownership
Funds ownership: 68.35% → 67.1% (-1.2%)
41% less call options, than puts
Call options by funds: $3.92M | Put options by funds: $6.65M
Top Buyers
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$42.2M |
| 2 |
CCI
Columbus Circle Investors
|
+$35.5M |
| 3 |
FAM
Fred Alger Management
New York
|
+$26.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.9M |
| 5 |
Millennium Management
New York
|
+$18.2M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$83M |
| 2 |
Select Equity Group
New York
|
-$47.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$31.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$31.7M |
| 5 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$20.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
William Blair & Company
Chicago,
Illinois
| – | -$290K | -4,490 | Closed |
|
227
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$71K | -1,100 | Closed |
|
|
OMCS
228
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$45K | -700 | Closed |
|
|
HF
229
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$3K | -49 | Closed |
|
LII Hedge Fund Activity: Q3 2013 in Review
212 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q3 2013, worth a combined $2.51B — up 13% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new LII positions and 16 closed out — a net gain of 23 holders — while 81 added to existing stakes and 73 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $42.2M. The largest seller was Goldman Sachs, cutting an estimated $83M.
- 212 institutional investors held Lennox International (LII) as of Q3 2013, up from 191 in Q2 2013.
- Funds reported $2.51B of Lennox International stock for Q3 2013, up 13% quarter-over-quarter.
- 39 funds opened new Lennox International positions in Q3 2013 and 16 closed out, a net change of +23 holders.
- The largest Lennox International buyer in Q3 2013 was Principal Financial Group, an estimated $42.2M added.
- The largest Lennox International seller in Q3 2013 was Goldman Sachs, an estimated $83M sold.
Based on aggregated 13F filings for Q3 2013.