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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
KA
301
Kintegral Advisory
New York
$633K +$563K +1,412 New
Lazard Asset Management
302
Lazard Asset Management
New York
$630K +$562K +1,410 New
William Blair & Company
303
William Blair & Company
Illinois
$629K +$4.79K +12 +0.9%
SCM
304
Shelton Capital Management
Colorado
$617K -$48.7K -122 -8%
EI
305
Ethic Inc
New York
$598K +$314K +787 +143%
BC
306
Bartlett & Co
Ohio
$595K +$525K +1,317 +14,633%
BCWM
307
Bartlett & Co Wealth Management
Ohio
$595K +$525K +1,317 +14,633%
RC
308
Roundview Capital
New Jersey
$587K
FFB
309
First Financial Bankshares
Texas
$585K +$522K +1,308 New
EOJOAM
310
E. Ohman J:or Asset Management
Sweden
$582K
OAC
311
OMERS Administration Corp
Ontario, Canada
$582K +$519K +1,300 New
RJT
312
Raymond James Trust
Florida
$580K +$115K +288 +29%
MGP
313
Metis Global Partners
California
$579K -$5.98K -15 -1%
First Eagle Investment Management
314
First Eagle Investment Management
New York
$571K -$343K -861 -40%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$571K +$27.1K +68 +6%
HI
316
Handelsinvest Investeringsforvaltning
Denmark
$560K +$499K +1,252 New
HWMA
317
Heritage Wealth Management (Arizona)
Arizona
$554K +$493K +1,237 New
JF
318
Jump Financial
Illinois
$551K -$401K -1,005 -45%
SPS
319
Susquehanna Portfolio Strategies
Pennsylvania
$549K +$489K +1,226 New
PA
320
Procyon Advisors
Connecticut
$539K
TAF
321
Tredje AP-fonden
Sweden
$538K
PAG
322
Private Advisor Group
New Jersey
$536K +$13.6K +34 +3%
Lido Advisors
323
Lido Advisors
California
$525K +$467K +1,170 New
PRC
324
Pearl River Capital
Michigan
$515K +$150K +376 +49%
CCM
325
Coldstream Capital Management
Washington
$503K -$5.58K -14 -1%

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.