We are live on ! Find out more
LII icon

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
GLA
351
Great Lakes Advisors
Illinois
$380K +$35.5K +89 +12%
FTDI
352
First Trust Direct Indexing
Massachusetts
$375K +$17.2K +43 +5%
FP
353
Foundry Partners
Minnesota
$369K
KCM
354
Kathmere Capital Management
Pennsylvania
$363K +$323K +811 New
TWA
355
TCI Wealth Advisors
Arizona
$362K -$399 -1 -0.1%
IB
356
Intrust Bank
Kansas
$361K -$5.58K -14 -2%
TWC
357
TD Waterhouse Canada
Ontario, Canada
$361K +$19.5K +49 +6%
AA
358
ALPS Advisors
Colorado
$360K -$21.9K -55 -6%
CC
359
Cadinha & Co
Hawaii
$358K
PWS
360
Precision Wealth Strategies
Missouri
$358K +$319K +799 New
CTWM
361
Cherry Tree Wealth Management
Minnesota
$355K -$12.8K -32 -4%
WA
362
Wealth Alliance
New York
$354K +$3.19K +8 +1%
Cambridge Investment Research Advisors
363
Cambridge Investment Research Advisors
Iowa
$351K +$11.6K +29 +4%
PCM
364
Penserra Capital Management
California
$345K -$48.3K -121 -14%
IMCOOI
365
Investment Management Corp of Ontario (IMCO)
Canada
$342K +$305K +765 New
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$338K +$3.99K +10 +1%
PAM
367
Peak Asset Management
Colorado
$336K
QCG
368
Quadrant Capital Group
Ohio
$335K +$31.9K +80 +12%
VI
369
Vestcor Inc
New Brunswick, Canada
$332K -$2.79K -7 -0.9%
MA
370
MJP Associates
Connecticut
$331K +$6.38K +16 +2%
CCA
371
Cadent Capital Advisors
Oklahoma
$324K
PIM
372
Penobscot Investment Management
Massachusetts
$322K +$47.5K +119 +20%
BCM
373
Bayesian Capital Management
New York
$320K -$937K -2,349 -77%
UFF
374
USA Financial Formulas
Michigan
$320K +$286K +716 New
Vontobel Holding
375
Vontobel Holding
Switzerland
$313K

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.