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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
BRWA
426
B. Riley Wealth Advisors
Florida
$231K +$280K +616 New
GT
427
Greenleaf Trust
Michigan
$230K -$455 -1 -0.2%
N
428
Numerai
California
$227K +$211K +464 New
VA
429
Vident Advisory
Georgia
$223K +$208K +457 New
IPW
430
Impact Partnership Wealth
Georgia
$223K +$207K +456 New
AFG
431
Atomi Financial Group
New York
$219K +$204K +449 New
BJL
432
Brighton Jones LLC
Washington
$216K +$201K +443 New
PP
433
Pegasus Partners
Wisconsin
$212K +$197K +434 New
SP
434
Systematic Portfolios
New York
$212K +$197K +433 New
ORG
435
Optimist Retirement Group
Washington
$209K +$195K +428 New
SC
436
Savant Capital
Illinois
$208K +$194K +426 New
CAM
437
Claret Asset Management
Quebec, Canada
$207K -$15K -33 -7%
OR
438
Olympiad Research
Connecticut
$206K +$192K +422 New
SIA
439
Schechter Investment Advisors
Michigan
$204K +$190K +418 New
IC
440
IEQ Capital
California
$203K +$189K +416 New
SIM
441
Stratos Investment Management
Ohio
$202K +$188K +414 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
442
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202K +$188K +413 New
MPM
443
MBB Public Markets
Illinois
$201K +$187K +412 New
KIA
444
KLR Investment Advisors
Rhode Island
$200K -$8.19K -18 -4%
Simplex Trading
445
Simplex Trading
Illinois
$198K +$148K +326 +402%
ACM
446
Aquatic Capital Management
Illinois
$196K -$1.93M -4,240 -91%
S
447
SignatureFD
Georgia
$188K +$4.09K +9 +2%
VSQM
448
V-Square Quantitative Management
Illinois
$172K
VIA
449
Virtus Investment Advisers
Connecticut
$171K +$159K +350 New
PA
450
Parallel Advisors
California
$166K +$7.28K +16 +5%

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.