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Lennox International

640 hedge funds and large institutions have $16B invested in Lennox International in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 242 increasing their positions, 211 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

15% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 211

10% more capital invested

Capital invested by funds: $14.5B → $16B (+$1.49B)

5% more funds holding

Funds holding: 612640 (+28)

4.54% more ownership

Funds ownership: 67.91%72.46% (+4.5%)

48% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $29.2M

Holders
640
Holders Change
+28
Holders Change %
+4.58%
% of All Funds
8.43%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
100
Increased
242
Reduced
211
Closed
60
Calls
$15.2M
Puts
$29.2M
Net Calls
-$14M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
376
Private Advisor Group
New Jersey
$600K -$124K -198 -17%
B
377
Bailard
California
$599K +$12.5K +20 +2%
PAM
378
Panagora Asset Management
Massachusetts
$590K -$507K -811 -46%
AF
379
Atala Financial
California
$590K +$606K +969 New
BC
380
Bayforest Capital
United Kingdom
$579K +$594K +950 New
EWA
381
EverSource Wealth Advisors
Alabama
$579K +$8.75K +14 +1%
IA
382
Inspire Advisors
Idaho
$574K +$13.1K +21 +2%
AC
383
Allstate Corporation
Illinois
$572K +$586K +938 New
ECM
384
Everence Capital Management
Indiana
$567K +$581K +930 New
SS
385
Sunbelt Securities
Texas
$564K +$9.38K +15 +2%
CFM
386
Catalyst Funds Management
Australia
$548K +$375K +600 +200%
CG
387
Caprock Group
Idaho
$537K +$303K +485 +123%
NERM
388
New England Research & Management
Illinois
$536K
PIM
389
Penobscot Investment Management
Massachusetts
$536K
SAM
390
Shell Asset Management
Netherlands
$534K +$176K +281 +47%
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$534K +$38.1K +61 +8%
SWA
392
Stratos Wealth Advisors
Ohio
$533K -$42.5K -68 -7%
CIS
393
Capital International Sarl
California
$533K +$134K +215 +33%
OAM
394
Ostrum Asset Management
France
$526K -$21.3K -34 -4%
AWM
395
Axxcess Wealth Management
California
$517K -$6.88K -11 -1%
VI
396
Versor Investments
New York
$512K -$725K -1,159 -58%
DC
397
Davenport & Co
Virginia
$509K +$15.6K +25 +3%
KCM
398
Kathmere Capital Management
Pennsylvania
$502K +$5.63K +9 +1%
TWA
399
TCI Wealth Advisors
Arizona
$498K -$1.25K -2 -0.2%
EC
400
EntryPoint Capital
New York
$498K +$511K +818 New

LII Hedge Fund Activity: Q4 2024 in Review

640 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q4 2024, worth a combined $16B — up 10% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LII positions and 60 closed out — a net gain of 40 holders — while 242 added to existing stakes and 211 trimmed.

The largest buyer was Vanguard Group, adding an estimated $403M. The largest seller was BlackRock, cutting an estimated $485M.

  • 640 institutional investors held Lennox International (LII) as of Q4 2024, up from 612 in Q3 2024.
  • Funds reported $16B of Lennox International stock for Q4 2024, up 10% quarter-over-quarter.
  • 100 funds opened new Lennox International positions in Q4 2024 and 60 closed out, a net change of +40 holders.
  • The largest Lennox International buyer in Q4 2024 was Vanguard Group, an estimated $403M added.
  • The largest Lennox International seller in Q4 2024 was BlackRock, an estimated $485M sold.

Based on aggregated 13F filings for Q4 2024.