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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
AAM
401
Aureus Asset Management
Massachusetts
$310K
BWM
402
Baron Wealth Management
Michigan
$308K -$1.36K -3 -0.5%
NCM
403
Next Capital Management
New York
$308K +$287K +630 New
ATC
404
Argent Trust Co
Tennessee
$305K +$284K +624 New
DC
405
Davenport & Co
Virginia
$295K +$23.2K +51 +9%
Koshinski Asset Management
406
Koshinski Asset Management
Illinois
$294K +$273K +601 New
GT
407
Glenmede Trust
Pennsylvania
$284K +$3.18K +7 +1%
AWM
408
AE Wealth Management
Kansas
$283K -$16.8K -37 -6%
GWM
409
Gibbs Wealth Management
Georgia
$282K +$262K +577 New
GWM
410
Gitterman Wealth Management
New Jersey
$278K -$57.3K -126 -18%
CC
411
Cadinha & Co
Hawaii
$274K -$109K -240 -30%
PWG
412
Portside Wealth Group
Utah
$264K +$40K +88 +19%
IGAM
413
iA Global Asset Management
Quebec, Canada
$263K -$5.91K -13 -2%
IHWM
414
Iron Horse Wealth Management
Iowa
$261K +$243K +535 New
KMWM
415
Keudell/Morrison Wealth Management
Oregon
$253K
KAM
416
Knightsbridge Asset Management
California
$249K
WI
417
Wintrust Investments
Illinois
$246K +$455 +1 +0.2%
EBA
418
Eagle Bay Advisors
New York
$245K -$65.5K -144 -22%
4WM
419
4J Wealth Management
Virginia
$245K
AIMCA
420
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$244K
KLCM
421
KG&L Capital Management
Louisiana
$244K
UM
422
UniSuper Management
Australia
$244K +$91K +200 +67%
VI
423
Vestcor Inc
New Brunswick, Canada
$241K -$112K -247 -33%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$235K -$13.2K -29 -6%
CCA
425
Checchi Capital Advisers
California
$233K -$6.37K -14 -3%

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.