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Lennox International

496 hedge funds and large institutions have $11.3B invested in Lennox International in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 186 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $83M | Put options by funds: $30.4M

126% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 47

30% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 143

25% more capital invested

Capital invested by funds: $9.07B → $11.3B (+$2.24B)

12% more funds holding

Funds holding: 443496 (+53)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.97% more ownership

Funds ownership: 68.14%71.11% (+3%)

Holders
496
Holders Change
+53
Holders Change %
+11.96%
% of All Funds
7.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
106
Increased
186
Reduced
143
Closed
47
Calls
$83M
Puts
$30.4M
Net Calls
+$52.5M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
401
Baird Financial Group
Wisconsin
$220K -$71.8K -180 -27%
CCA
402
Checchi Capital Advisers
California
$220K +$196K +491 New
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$217K -$174K -435 -47%
GT
404
Greenleaf Trust
Michigan
$211K +$188K +471 New
CAM
405
Claret Asset Management
Quebec, Canada
$205K +$182K +457 New
KIA
406
KLR Investment Advisors
Rhode Island
$204K +$181K +454 New
RAM
407
Readystate Asset Management
Illinois
$203K +$181K +454 New
PWG
408
Portside Wealth Group
Utah
$203K +$181K +453 New
S
409
SignatureFD
Georgia
$168K +$7.98K +20 +6%
VSQM
410
V-Square Quantitative Management
Illinois
$158K +$55.8K +140 +66%
PA
411
Parallel Advisors
California
$145K -$798 -2 -0.6%
AAM
412
Advisors Asset Management
Colorado
$143K +$127K +319 New
UM
413
UniSuper Management
Australia
$134K
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$113K -$433K -1,086 -81%
CIA
415
Cape Investment Advisory
Georgia
$109K -$68.6K -172 -41%
ST
416
Smithfield Trust
Pennsylvania
$96K
PFPT
417
Pinnacle Financial Partners (Tennessee)
Tennessee
$93.5K
QC
418
Quent Capital
New York
$90.8K +$6.38K +16 +9%
KI
419
Kapitalo Investimentos
Brazil
$82.8K +$73.8K +185 New
GI
420
GAMMA Investing
California
$80.1K +$74.6K +187 New
PS
421
Principal Securities
Iowa
$76.4K +$68.2K +171 New
JPWM
422
Jamison Private Wealth Management
Georgia
$76.4K
DFA
423
DHJJ Financial Advisors
Illinois
$67.1K
BEI
424
Benjamin Edwards Inc
Missouri
$62K +$3.59K +9 +7%
SWS
425
SYSTM Wealth Solutions
Illinois
$60.2K +$53.4K +134 New

LII Hedge Fund Activity: Q4 2023 in Review

496 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q4 2023, worth a combined $11.3B — up 25% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new LII positions and 47 closed out — a net gain of 59 holders — while 186 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $515M. The largest seller was Citadel Advisors, cutting an estimated $203M.

  • 496 institutional investors held Lennox International (LII) as of Q4 2023, up from 443 in Q3 2023.
  • Funds reported $11.3B of Lennox International stock for Q4 2023, up 25% quarter-over-quarter.
  • 106 funds opened new Lennox International positions in Q4 2023 and 47 closed out, a net change of +59 holders.
  • The largest Lennox International buyer in Q4 2023 was Morgan Stanley, an estimated $515M added.
  • The largest Lennox International seller in Q4 2023 was Citadel Advisors, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2023.