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Lennox International

640 hedge funds and large institutions have $16B invested in Lennox International in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 242 increasing their positions, 211 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

15% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 211

10% more capital invested

Capital invested by funds: $14.5B → $16B (+$1.49B)

5% more funds holding

Funds holding: 612640 (+28)

4.54% more ownership

Funds ownership: 67.91%72.46% (+4.5%)

48% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $29.2M

Holders
640
Holders Change
+28
Holders Change %
+4.58%
% of All Funds
8.43%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
100
Increased
242
Reduced
211
Closed
60
Calls
$15.2M
Puts
$29.2M
Net Calls
-$14M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
501
Callan Family Office
Pennsylvania
$233K +$239K +382 New
EBA
502
Eagle Bay Advisors
New York
$231K -$38.1K -61 -14%
FCP
503
Fidelis Capital Partners
Florida
$230K -$3.75K -6 -1%
PW
504
PUREfi Wealth
Massachusetts
$229K +$235K +376 New
MPCG
505
Matrix Private Capital Group
New York
$228K
CL
506
Choreo LLC
Illinois
$227K -$68.8K -110 -23%
AFG
507
ABLE Financial Group
Arizona
$227K
SFA
508
Sequoia Financial Advisors
Ohio
$224K +$230K +368 New
GA
509
Goldstein Advisors
Wisconsin
$224K -$3.13K -5 -1%
DWM
510
Diversify Wealth Management
Utah
$221K -$5.63K -9 -2%
AC
511
ASB Consultores
Florida
$219K
FRA
512
Frank Rimerman Advisors
California
$217K +$223K +356 New
SFI
513
Siemens Fonds Invest
Germany
$216K
PFG
514
Pinnacle Financial Group
Illinois
$214K +$625 +1 +0.3%
1WM
515
1858 Wealth Management
Ohio
$208K -$13.1K -21 -6%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$208K +$167K +267 +361%
CI
517
Cigna Investments
Connecticut
$206K
IA
518
IFP Advisors
Florida
$205K -$19.4K -31 -8%
OL
519
Optas LLC
Texas
$205K +$210K +336 New
RSWM
520
Robertson Stephens Wealth Management
California
$204K -$632K -1,011 -75%
G
521
GenTrust
Florida
$204K
CAM
522
Congress Asset Management
Massachusetts
$204K
VC
523
Vicus Capital
Pennsylvania
$202K +$208K +332 New
LFAS
524
Level Four Advisory Services
Texas
$202K +$207K +331 New
LSIA
525
LaSalle St. Investment Advisors
Illinois
$200K +$206K +329 New

LII Hedge Fund Activity: Q4 2024 in Review

640 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q4 2024, worth a combined $16B — up 10% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LII positions and 60 closed out — a net gain of 40 holders — while 242 added to existing stakes and 211 trimmed.

The largest buyer was Vanguard Group, adding an estimated $403M. The largest seller was BlackRock, cutting an estimated $485M.

  • 640 institutional investors held Lennox International (LII) as of Q4 2024, up from 612 in Q3 2024.
  • Funds reported $16B of Lennox International stock for Q4 2024, up 10% quarter-over-quarter.
  • 100 funds opened new Lennox International positions in Q4 2024 and 60 closed out, a net change of +40 holders.
  • The largest Lennox International buyer in Q4 2024 was Vanguard Group, an estimated $403M added.
  • The largest Lennox International seller in Q4 2024 was BlackRock, an estimated $485M sold.

Based on aggregated 13F filings for Q4 2024.