Lennox International
357 hedge funds and large institutions have $5.99B invested in Lennox International in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 113 increasing their positions, 120 reducing their positions, and 25 closing their positions.
208% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 25
37% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $8.85M
16% more funds holding
Funds holding: 307 → 357 (+50)
15% more capital invested
Capital invested by funds: $5.21B → $5.99B (+$779M)
0.24% less ownership
Funds ownership: 69.06% → 68.83% (-0.24%)
6% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 120
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$53.7M |
| 2 |
Renaissance Technologies
New York
|
+$32.2M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$22.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.7M |
| 5 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$94.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$23.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$19.3M |
| 5 |
Bank of New York Mellon
New York
|
-$19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECM
376
ETrade Capital Management
Arlington,
Virginia
| – | -$249K | -1,393 | Closed |
|
|
SFM
377
Soros Fund Management
New York
| – | -$233K | -1,300 | Closed |
|
|
OIA
378
Optimum Investment Advisors
Chicago,
Illinois
| – | -$202K | -1,130 | Closed |
|
379
Calamos Advisors
Naperville,
Illinois
| – | -$200K | -1,120 | Closed |
|
|
ZB
380
Zions Bancorporation
Salt Lake City,
Utah
| – | -$18K | -100 | Closed |
|
|
TG
381
TLP Group
Evanston,
Illinois
| – | +$390 | +2 | New |
|
LII Hedge Fund Activity: Q4 2017 in Review
357 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q4 2017, worth a combined $5.99B — up 15% from $5.21B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new LII positions and 25 closed out — a net gain of 52 holders — while 113 added to existing stakes and 120 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $53.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $94.7M.
- 357 institutional investors held Lennox International (LII) as of Q4 2017, up from 307 in Q3 2017.
- Funds reported $5.99B of Lennox International stock for Q4 2017, up 15% quarter-over-quarter.
- 77 funds opened new Lennox International positions in Q4 2017 and 25 closed out, a net change of +52 holders.
- The largest Lennox International buyer in Q4 2017 was Citadel Advisors, an estimated $53.7M added.
- The largest Lennox International seller in Q4 2017 was T. Rowe Price Associates, an estimated $94.7M sold.
Based on aggregated 13F filings for Q4 2017.