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Lennox International

543 hedge funds and large institutions have $11.9B invested in Lennox International in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $100M | Put options by funds: $32.4M

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

30% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 161

9% more funds holding

Funds holding: 496543 (+47)

5% more capital invested

Capital invested by funds: $11.3B → $11.9B (+$602M)

2.55% less ownership

Funds ownership: 71.11%68.56% (-2.6%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
543
Holders Change
+47
Holders Change %
+9.48%
% of All Funds
7.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
89
Increased
209
Reduced
161
Closed
38
Calls
$100M
Puts
$32.4M
Net Calls
+$68.1M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NPT
351
Nixon Peabody Trust
Massachusetts
$496K
HF
352
HRT Financial
New York
$491K +$457K +1,006 New
NERM
353
New England Research & Management
Illinois
$489K +$455K +1,000 New
PP
354
Prudential plc
United Kingdom
$483K -$712K -1,565 -61%
PAS
355
Park Avenue Securities
New York
$479K -$30.5K -67 -6%
OAM
356
Ostrum Asset Management
France
$467K
AIM
357
Aigen Investment Management
New York
$465K -$2.93M -6,449 -87%
SWA
358
Stratos Wealth Advisors
Ohio
$461K
ET
359
Entropy Technologies
New York
$457K +$425K +935 New
CF
360
Centaurus Financial
California
$454K -$6.82K -15 -2%
MA
361
MJP Associates
Connecticut
$446K +$78.7K +173 +23%
RRCM
362
Rappaport Reiches Capital Management
Illinois
$445K +$171K +377 +71%
OTPPB
363
Ontario Teachers' Pension Plan Board
Ontario, Canada
$444K +$413K +908 New
DA
364
Denali Advisors
California
$440K -$367K -806 -47%
FTDI
365
First Trust Direct Indexing
Massachusetts
$438K +$26.8K +59 +7%
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$432K +$1.82K +4 +0.4%
EWA
367
EverSource Wealth Advisors
Alabama
$432K +$1.36K +3 +0.3%
AWM
368
Axxcess Wealth Management
California
$432K -$3.64K -8 -0.9%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$428K +$5K +11 +1%
BAM
370
Belpointe Asset Management
Nevada
$425K -$38.2K -84 -9%
Baird Financial Group
371
Baird Financial Group
Wisconsin
$415K +$163K +359 +73%
GLA
372
Great Lakes Advisors
Illinois
$415K
HI
373
Handelsinvest Investeringsforvaltning
Denmark
$403K -$195K -428 -34%
FP
374
Foundry Partners
Minnesota
$403K
TWA
375
TCI Wealth Advisors
Arizona
$397K +$1.36K +3 +0.4%

LII Hedge Fund Activity: Q1 2024 in Review

543 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q1 2024, worth a combined $11.9B — up 5.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new LII positions and 38 closed out — a net gain of 51 holders — while 209 added to existing stakes and 161 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $158M. The largest seller was Morgan Stanley, cutting an estimated $640M.

  • 543 institutional investors held Lennox International (LII) as of Q1 2024, up from 496 in Q4 2023.
  • Funds reported $11.9B of Lennox International stock for Q1 2024, up 5.3% quarter-over-quarter.
  • 89 funds opened new Lennox International positions in Q1 2024 and 38 closed out, a net change of +51 holders.
  • The largest Lennox International buyer in Q1 2024 was Citadel Advisors, an estimated $158M added.
  • The largest Lennox International seller in Q1 2024 was Morgan Stanley, an estimated $640M sold.

Based on aggregated 13F filings for Q1 2024.