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Lennox International

612 hedge funds and large institutions have $14.5B invested in Lennox International in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 223 increasing their positions, 191 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 39

50% more call options, than puts

Call options by funds: $82.5M | Put options by funds: $55M

17% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 191

12% more funds holding

Funds holding: 547612 (+65)

7% more capital invested

Capital invested by funds: $13.6B → $14.5B (+$961M)

3.61% less ownership

Funds ownership: 71.53%67.91% (-3.6%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
612
Holders Change
+65
Holders Change %
+11.88%
% of All Funds
8.79%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
107
Increased
223
Reduced
191
Closed
39
Calls
$82.5M
Puts
$55M
Net Calls
+$27.5M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
376
Inspire Advisors
Idaho
$557K -$16.5K -29 -3%
SS
377
Sunbelt Securities
Texas
$546K -$63.3K -111 -11%
OAM
378
Ostrum Asset Management
France
$543K +$5.7K +10 +1%
VWM
379
Venturi Wealth Management
Texas
$537K +$193K +338 +61%
NERM
380
New England Research & Management
Illinois
$532K
PIM
381
Penobscot Investment Management
Massachusetts
$531K +$91.3K +160 +22%
CCIA
382
Campbell & Co Investment Adviser
Maryland
$524K +$495K +867 New
AWM
383
Axxcess Wealth Management
California
$519K -$12.5K -22 -2%
CF
384
Centaurus Financial
California
$509K -$23.4K -41 -5%
VA
385
Vident Advisory
Georgia
$503K +$69.6K +122 +17%
WA
386
Wealth Alliance
New York
$497K +$22.8K +40 +5%
TWA
387
TCI Wealth Advisors
Arizona
$496K
EAM
388
Erste Asset Management
Austria
$493K +$194K +340 +74%
KCM
389
Kathmere Capital Management
Pennsylvania
$492K +$2.28K +4 +0.5%
QCG
390
Quadrant Capital Group
Ohio
$490K +$11.4K +20 +3%
DC
391
Davenport & Co
Virginia
$489K +$78.7K +138 +21%
DA
392
Denali Advisors
California
$483K -$114K -200 -20%
UM
393
UniSuper Management
Australia
$483K
AI
394
AdvisorShares Investments
Maryland
$483K +$456K +800 New
CIBC Private Wealth Group
395
CIBC Private Wealth Group
Georgia
$479K -$6.28K -11 -1%
TWM
396
Thrive Wealth Management
Pennsylvania
$470K -$11.4K -20 -3%
Mirae Asset Global Investments
397
Mirae Asset Global Investments
South Korea
$469K +$5.13K +9 +1%
CA
398
Clearstead Advisors
Ohio
$459K +$6.84K +12 +2%
AWM
399
Apollon Wealth Management
South Carolina
$456K +$431K +755 New
FRM
400
Fox Run Management
Connecticut
$456K +$430K +754 New

LII Hedge Fund Activity: Q3 2024 in Review

612 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q3 2024, worth a combined $14.5B — up 7.1% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new LII positions and 39 closed out — a net gain of 68 holders — while 223 added to existing stakes and 191 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $83.3M. The largest seller was Mather Group, cutting an estimated $717M.

  • 612 institutional investors held Lennox International (LII) as of Q3 2024, up from 547 in Q2 2024.
  • Funds reported $14.5B of Lennox International stock for Q3 2024, up 7.1% quarter-over-quarter.
  • 107 funds opened new Lennox International positions in Q3 2024 and 39 closed out, a net change of +68 holders.
  • The largest Lennox International buyer in Q3 2024 was International Assets Investment Management, an estimated $83.3M added.
  • The largest Lennox International seller in Q3 2024 was Mather Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2024.