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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
UBS AM
26
UBS AM
Illinois
$75.2M +$8.98M +22,515 +15%
EAM
27
EULAV Asset Management
Florida
$73.3M +$13M +32,695 +25%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$70.6M -$93.1M -233,312 -60%
Principal Financial Group
29
Principal Financial Group
Iowa
$62.3M -$703K -1,762 -1%
Legal & General Group
30
Legal & General Group
United Kingdom
$57.7M +$1.17M +2,924 +2%
JP Morgan Chase
31
JP Morgan Chase
New York
$57M +$10.2M +25,504 +25%
RJA
32
Raymond James & Associates
Florida
$56.3M +$5.29M +13,267 +12%
Millennium Management
33
Millennium Management
New York
$55.7M -$37.7M -94,587 -43%
N
34
Nuveen
North Carolina
$54.4M +$4.83M +12,115 +11%
Bank of America
35
Bank of America
North Carolina
$47M -$11.2M -28,196 -21%
Swiss National Bank
36
Swiss National Bank
Switzerland
$44.8M -$1.12M -2,800 -3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$44.8M +$46.7K +117 +0.1%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$44.1M +$469K +1,176 +1%
Deutsche Bank
39
Deutsche Bank
Germany
$43.6M +$4.79M +12,005 +14%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$43.1M +$6.08M +15,254 +19%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$42.7M -$1.47M -3,693 -4%
Barclays
42
Barclays
United Kingdom
$39.1M +$18.8M +47,053 +117%
KCM
43
Kodai Capital Management
Illinois
$38M +$33.9M +84,983 New
Allianz Asset Management
44
Allianz Asset Management
Germany
$36.6M -$2.18M -5,461 -6%
CS
45
Credit Suisse
Switzerland
$34.4M +$826K +2,071 +3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$34.3M +$1.63M +4,098 +6%
AIM
47
Achmea Investment Management
Netherlands
$33.6M +$64.2K +161 +0.2%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$30M +$659K +1,653 +3%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$28.9M +$14.4M +36,196 +127%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$27.6M -$166K -415 -0.7%

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.