Lennox International
428 hedge funds and large institutions have $5.78B invested in Lennox International in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 138 increasing their positions, 145 reducing their positions, and 40 closing their positions.
58% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 40
5% more funds holding
Funds holding: 408 → 428 (+20)
5% more capital invested
Capital invested by funds: $5.51B → $5.78B (+$273M)
5% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 145
1.14% less ownership
Funds ownership: 70.04% → 68.91% (-1.1%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
29% less call options, than puts
Call options by funds: $3.61M | Put options by funds: $5.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$345M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$64.3M |
| 3 |
Millennium Management
New York
|
+$45.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$36.1M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$120M |
| 2 |
TNA
True North Advisors
Dallas,
Texas
|
-$44.5M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$35.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$24.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$24.2M |
LII Hedge Fund Activity: Q4 2022 in Review
428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q4 2022, worth a combined $5.78B — up 5% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new LII positions and 40 closed out — a net gain of 23 holders — while 138 added to existing stakes and 145 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $345M. The largest seller was Balyasny Asset Management, cutting an estimated $120M.
- 428 institutional investors held Lennox International (LII) as of Q4 2022, up from 408 in Q3 2022.
- Funds reported $5.78B of Lennox International stock for Q4 2022, up 5% quarter-over-quarter.
- 63 funds opened new Lennox International positions in Q4 2022 and 40 closed out, a net change of +23 holders.
- The largest Lennox International buyer in Q4 2022 was Morgan Stanley, an estimated $345M added.
- The largest Lennox International seller in Q4 2022 was Balyasny Asset Management, an estimated $120M sold.
Based on aggregated 13F filings for Q4 2022.