We are live on ! Find out more
LII icon

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
KCM
376
Kathmere Capital Management
Pennsylvania
$396K
PWS
377
Precision Wealth Strategies
Missouri
$388K -$2.27K -5 -0.6%
CTWM
378
Cherry Tree Wealth Management
Minnesota
$388K
WA
379
Wealth Alliance
New York
$380K -$6.82K -15 -2%
PCM
380
Penserra Capital Management
California
$377K +$910 +2 +0.3%
QCG
381
Quadrant Capital Group
Ohio
$375K +$8.64K +19 +3%
JSW
382
Journey Strategic Wealth
New Jersey
$372K +$64.1K +141 +23%
Cambridge Investment Research Advisors
383
Cambridge Investment Research Advisors
Iowa
$368K -$14.6K -32 -4%
PAM
384
Peak Asset Management
Colorado
$367K
AA
385
ALPS Advisors
Colorado
$366K -$25.9K -57 -7%
IB
386
Intrust Bank
Kansas
$362K -$29.6K -65 -8%
CPC
387
Consolidated Planning Corp
Georgia
$360K +$335K +737 New
PFS
388
Prospera Financial Services
Texas
$354K +$329K +724 New
CCA
389
Cadent Capital Advisors
Oklahoma
$353K
TWM
390
Thrive Wealth Management
Pennsylvania
$353K +$14.6K +32 +5%
AC
391
ASB Consultores
Florida
$352K +$327K +720 New
PIM
392
Penobscot Investment Management
Massachusetts
$351K
CM
393
Capula Management
Cayman Islands
$350K +$326K +717 New
Vontobel Holding
394
Vontobel Holding
Switzerland
$342K
AAM
395
Advisors Asset Management
Colorado
$342K +$173K +381 +119%
UFF
396
USA Financial Formulas
Michigan
$325K -$23.2K -51 -7%
HCA
397
Harbor Capital Advisors
Illinois
$322K +$299K +658 New
CG
398
Cynosure Group
Utah
$319K +$297K +653 New
National Bank of Canada
399
National Bank of Canada
Quebec, Canada
$315K -$7.73K -17 -3%
FG
400
Foster Group
Iowa
$313K +$3.64K +8 +1%

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.