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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
SWM
426
Spire Wealth Management
Virginia
$54.7K
EC
427
EntryPoint Capital
New York
$51K +$45.5K +114 New
FCA
428
FinTrust Capital Advisors
South Carolina
$50.6K +$37.1K +93 +465%
LFA
429
LGT Financial Advisors
Texas
$48.8K
ITIM
430
Indiana Trust & Investment Management
Indiana
$44.8K
ZB
431
Zions Bancorporation
Utah
$44.8K
GRP
432
Global Retirement Partners
California
$44.7K +$30.7K +77 +296%
LS
433
Livforsakringsbolaget Skandia
Sweden
$41.7K +$37.1K +93 New
T
434
TOBAM
France
$39K +$32.7K +82 +1,640%
Simplex Trading
435
Simplex Trading
Illinois
$36K +$32.3K +81 New
DIP
436
DT Investment Partners
Pennsylvania
$35.8K
PTC
437
Private Trust Company
Ohio
$35.4K -$26.3K -66 -46%
VWM
438
Venturi Wealth Management
Texas
$32.7K +$1.2K +3 +4%
HFM
439
Harvest Fund Management
China
$30K
W
440
WealthCollab
Washington
$30K +$26.7K +67 New
AAP
441
Arax Advisory Partners
Colorado
$27.3K
TCOV
442
Trust Company of Vermont
Vermont
$26.9K +$23.9K +60 New
IA
443
IFP Advisors
Florida
$24.6K +$4.79K +12 +28%
LA
444
LM Advisors
California
$23.9K +$21.1K +53 New
PPC
445
Park Place Capital
Alabama
$22.8K
VCM
446
Versant Capital Management
Arizona
$21.9K -$4.39K -11 -18%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$20.1K -$3.19K -8 -15%
LC
448
Lindbrook Capital
California
$18.3K +$11.6K +29 +242%
C
449
Covestor
United Kingdom
$18K
TFA
450
Toth Financial Advisory
Virginia
$17.9K +$16K +40 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.