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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
PFBT
476
Parkside Financial Bank & Trust
Missouri
$5.37K +$3.19K +8 +200%
BAM
477
Byrne Asset Management
New Jersey
$4.94K +$4.39K +11 New
VAG
478
VisionPoint Advisory Group
Texas
$4.92K +$4.39K +11 New
SAM
479
Smartleaf Asset Management
Massachusetts
$4.92K +$4.39K +11 New
PWMG
480
Private Wealth Management Group
New Jersey
$4.48K +$3.99K +10 New
CSC
481
Caldwell Sutter Capital
California
$4.47K
MAM
482
Magellan Asset Management
Australia
$4.03K
LTI
483
Laffer Tengler Investments
Tennessee
$4.03K +$3.59K +9 New
PWA
484
Provenance Wealth Advisors
Florida
$4.03K +$3.59K +9 New
CAL
485
Capital Advisors Ltd
Ohio
$4K
SIC
486
SJS Investment Consulting
Ohio
$3.58K
AF
487
Advisornet Financial
Minnesota
$3.58K
DPW
488
DiNuzzo Private Wealth
Pennsylvania
$2.69K +$2.39K +6 New
RTL
489
Red Tortoise LLC
Georgia
$2.69K
FPF
490
First Pacific Financial
Washington
$1.79K +$1.59K +4 New
GI
491
Gradient Investments
Minnesota
$895
FBC
492
Fairfield, Bush & Co
Connecticut
$895 +$798 +2 New
HI
493
Horizon Investments
North Carolina
$895 +$798 +2 New
TWD
494
True Wealth Design
Ohio
$448
A
495
AlphaQuest
New York
$448 +$399 +1 New
Balyasny Asset Management
496
Balyasny Asset Management
Illinois
-$180M -480,206 Closed
IP
497
Interval Partners
New York
-$35M -93,586 Closed
Alyeska Investment Group
498
Alyeska Investment Group
Illinois
-$31.8M -84,893 Closed
Walleye Capital
499
Walleye Capital
New York
-$10.7M -28,553 Closed
MCM
500
Moore Capital Management
New York
-$9.78M -26,109 Closed

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.