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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
DT
326
Diversified Trust
Tennessee
$501K +$168K +420 +60%
CAM
327
Clarity Asset Management
Iowa
$495K +$442K +1,107 New
KAS
328
Kestra Advisory Services
Texas
$491K +$36.3K +91 +9%
SPA
329
Sherbrooke Park Advisers
New York
$490K +$437K +1,096 New
I
330
InceptionR
California
$489K +$436K +1,092 New
TMAM
331
Tokio Marine Asset Management
Japan
$482K +$16.8K +42 +4%
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$481K -$28.7K -72 -6%
SS
333
Sunbelt Securities
Texas
$472K -$5.98K -15 -1%
PAS
334
Park Avenue Securities
New York
$469K -$21.9K -55 -5%
SCA
335
Snowden Capital Advisors
New York
$465K -$50.3K -126 -11%
PA
336
Profund Advisors
Maryland
$465K +$69.8K +175 +20%
NPT
337
Nixon Peabody Trust
Massachusetts
$454K +$404K +1,014 New
B
338
Bailard
California
$432K +$50.7K +127 +15%
OAM
339
Ostrum Asset Management
France
$428K -$605K -1,518 -61%
BAM
340
Belpointe Asset Management
Nevada
$427K -$1.2K -3 -0.3%
CF
341
Centaurus Financial
California
$422K -$13.2K -33 -3%
SWA
342
Stratos Wealth Advisors
Ohio
$422K +$158K +395 +72%
EWA
343
EverSource Wealth Advisors
Alabama
$416K -$399 -1 -0.1%
Cerity Partners
344
Cerity Partners
New York
$415K +$111K +278 +43%
DFCM
345
Dark Forest Capital Management
Puerto Rico
$404K -$3.4M -8,523 -90%
AWM
346
Axxcess Wealth Management
California
$399K -$7.18K -18 -2%
CWM
347
CIBC World Markets
New York
$398K +$355K +890 New
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$398K
Cetera Investment Advisers
349
Cetera Investment Advisers
Illinois
$390K +$75K +188 +27%
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$387K -$63K -158 -15%

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.