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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
MG
501
Mather Group
Illinois
$16.6K +$16.8K +37 New
MHR
502
Matthew Hamilton Rosenberg
$16K
JWA
503
JFS Wealth Advisors
Pennsylvania
$14.6K -$910 -2 -6%
FFA
504
Frazier Financial Advisors
Ohio
$14.2K
AF
505
Allworth Financial
California
$14.2K +$910 +2 +7%
C
506
Covestor
United Kingdom
$14K -$4.55K -10 -26%
FMP
507
Financial Management Professionals
Texas
$14K
MCM
508
Manchester Capital Management
Vermont
$12.7K
WT
509
Whittier Trust
California
$12.7K
SAM
510
Smartleaf Asset Management
Massachusetts
$12.7K +$6.82K +15 +136%
Jones Financial Companies
511
Jones Financial Companies
Missouri
$12.1K +$11.4K +25 New
HI
512
Harbour Investments
Wisconsin
$10.3K +$2.27K +5 +31%
BAM
513
Byrne Asset Management
New Jersey
$10.3K +$4.55K +10 +91%
Credit Agricole
514
Credit Agricole
France
$10.1K +$10K +22 New
HFM
515
Harvest Fund Management
China
$10K -$21.8K -48 -71%
FRA
516
Front Row Advisors
California
$9.31K +$8.64K +19 New
BGAI
517
Bruce G. Allen Investments
Colorado
$8.8K -$5.46K -12 -40%
CA
518
Crewe Advisors
Utah
$7.82K -$5.91K -13 -45%
BIA
519
Bell Investment Advisors
California
$7.82K -$455 -1 -6%
PFBT
520
Parkside Financial Bank & Trust
Missouri
$6.36K +$455 +1 +8%
AFWM
521
Abich Financial Wealth Management
Virginia
$5.87K +$5.46K +12 New
WB
522
Webster Bank
Connecticut
$5.87K +$5.46K +12 New
VAG
523
VisionPoint Advisory Group
Texas
$5.38K
CAL
524
Capital Advisors Ltd
Ohio
$5K +$455 +1 +11%
CSC
525
Caldwell Sutter Capital
California
$4.89K

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.