We are live on ! Find out more
LII icon

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
ASN
451
Advisory Services Network
Georgia
$17.5K +$15.6K +39 New
PE
452
Point72 Europe
United Kingdom
$17.5K +$15.6K +39 New
FFA
453
Farther Finance Advisors
California
$16.6K +$2.39K +6 +19%
HNB
454
Huntington National Bank
Ohio
$15.2K -$5.18K -13 -28%
MHR
455
Matthew Hamilton Rosenberg
$14.8K
JWA
456
JFS Wealth Advisors
Pennsylvania
$14.3K +$399 +1 +3%
BGAI
457
Bruce G. Allen Investments
Colorado
$13.4K +$12K +30 New
Bessemer Group
458
Bessemer Group
New Jersey
$13K
FMP
459
Financial Management Professionals
Texas
$13K
BTI
460
Blue Trust Inc
Georgia
$13K +$4.39K +11 +42%
Loomis, Sayles & Company
461
Loomis, Sayles & Company
Massachusetts
$13K +$11.6K +29 New
CA
462
Crewe Advisors
Utah
$13K +$11.6K +29 New
FFA
463
Frazier Financial Advisors
Ohio
$13K +$11.6K +29 New
AF
464
Allworth Financial
California
$12.1K -$399 -1 -4%
MCM
465
Manchester Capital Management
Vermont
$11.6K +$798 +2 +8%
WT
466
Whittier Trust
California
$11.6K -$8.38K -21 -45%
CTC
467
Cetera Trust Company
Minnesota
$10.3K +$9.17K +23 New
GWS
468
Glassman Wealth Services
Virginia
$8.05K
BIA
469
Bell Investment Advisors
California
$7.61K +$3.19K +8 +89%
BBHC
470
Brown Brothers Harriman & Co
New York
$7.16K +$4.39K +11 +220%
CFB
471
Cullen/Frost Bankers
Texas
$7.16K +$6.38K +16 New
HI
472
Harbour Investments
Wisconsin
$7.16K +$6.38K +16 New
BFEC
473
Benjamin F. Edwards & Company
Missouri
$7K +$6.38K +16 New
AGWCA
474
Annis Gardner Whiting Capital Advisors
Florida
$6.28K
CFGS
475
Concourse Financial Group Securities
Alabama
$5.83K +$5.18K +13 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.