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Lennox International

496 hedge funds and large institutions have $11.3B invested in Lennox International in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 186 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $83M | Put options by funds: $30.4M

126% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 47

30% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 143

25% more capital invested

Capital invested by funds: $9.07B → $11.3B (+$2.24B)

12% more funds holding

Funds holding: 443496 (+53)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.97% more ownership

Funds ownership: 68.14%71.11% (+3%)

Holders
496
Holders Change
+53
Holders Change %
+11.96%
% of All Funds
7.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
106
Increased
186
Reduced
143
Closed
47
Calls
$83M
Puts
$30.4M
Net Calls
+$52.5M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$981K
Daiwa Securities Group
277
Daiwa Securities Group
Japan
$971K +$79.8K +200 +10%
Assenagon Asset Management
278
Assenagon Asset Management
Luxembourg
$968K -$8.78K -22 -1%
CB
279
Commerce Bank
Missouri
$955K +$5.58K +14 +0.7%
SP
280
SWS Partners
Ohio
$923K -$12.4K -31 -1%
SP
281
Symmetry Partners
Connecticut
$914K -$103K -257 -11%
CT
282
ClearAlpha Technologies
Connecticut
$902K +$804K +2,016 New
IWC
283
Integrated Wealth Concepts
Massachusetts
$901K -$52.3K -131 -6%
IIM
284
INTECH Investment Management
Florida
$879K -$14K -35 -2%
GC
285
Guggenheim Capital
Illinois
$851K +$758K +1,901 New
Neuberger Berman Group
286
Neuberger Berman Group
New York
$842K +$36.3K +91 +5%
LA
287
LVW Advisors
New York
$838K -$2.39K -6 -0.3%
MM
288
MQS Management
New York
$809K +$721K +1,807 New
GC
289
Globeflex Capital
California
$806K
PAM
290
Panagora Asset Management
Massachusetts
$797K
DA
291
Denali Advisors
California
$763K +$680K +1,706 New
FC
292
FCA Corp
Texas
$761K
ProShare Advisors
293
ProShare Advisors
Maryland
$753K -$17.2K -43 -2%
SPIA
294
Steward Partners Investment Advisory
New York
$740K -$44.7K -112 -6%
BAMF
295
BI Asset Management Fondsmaeglerselskab
Denmark
$731K +$260K +652 +66%
SDIC
296
South Dakota Investment Council
South Dakota
$697K
Mackenzie Financial
297
Mackenzie Financial
Ontario, Canada
$681K +$607K +1,521 New
Bank of Nova Scotia
298
Bank of Nova Scotia
Ontario, Canada
$646K +$273K +684 +90%
Verition Fund Management
299
Verition Fund Management
Connecticut
$644K -$557K -1,397 -49%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$634K +$107K +268 +23%

LII Hedge Fund Activity: Q4 2023 in Review

496 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q4 2023, worth a combined $11.3B — up 25% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new LII positions and 47 closed out — a net gain of 59 holders — while 186 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $515M. The largest seller was Citadel Advisors, cutting an estimated $203M.

  • 496 institutional investors held Lennox International (LII) as of Q4 2023, up from 443 in Q3 2023.
  • Funds reported $11.3B of Lennox International stock for Q4 2023, up 25% quarter-over-quarter.
  • 106 funds opened new Lennox International positions in Q4 2023 and 47 closed out, a net change of +59 holders.
  • The largest Lennox International buyer in Q4 2023 was Morgan Stanley, an estimated $515M added.
  • The largest Lennox International seller in Q4 2023 was Citadel Advisors, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2023.