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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
PWMG
526
Private Wealth Management Group
New Jersey
$4.89K
BCWM
527
Bartlett & Co Wealth Management
Ohio
$4.41K -$599K -1,317 -99%
MAM
528
Magellan Asset Management
Australia
$4.4K
BFEC
529
Benjamin F. Edwards & Company
Missouri
$4K -$3.64K -8 -50%
CFGS
530
Concourse Financial Group Securities
Alabama
$3.92K -$2.27K -5 -38%
SIC
531
SJS Investment Consulting
Ohio
$3.91K
AS
532
Altshuler Shaham
Israel
$3.91K +$3.64K +8 New
MAM
533
Meeder Asset Management
Ohio
$3.91K +$3.64K +8 New
UB
534
UMB Bank
Missouri
$3.91K +$3.64K +8 New
WPA
535
West Paces Advisors
Georgia
$3.91K +$3.64K +8 New
DPW
536
DiNuzzo Private Wealth
Pennsylvania
$2.93K
RTL
537
Red Tortoise LLC
Georgia
$2.93K
FPF
538
First Pacific Financial
Washington
$2.93K +$910 +2 +50%
AW
539
Avion Wealth
Texas
$1K
GI
540
Gradient Investments
Minnesota
$978
TWD
541
True Wealth Design
Ohio
$978 +$455 +1 +100%
TFM
542
TFC Financial Management
Massachusetts
$489 +$455 +1 New
PCM
543
Pinnbrook Capital Management
New York
-$10.6M -23,763 Closed
Walleye Trading
544
Walleye Trading
New York
-$9.41M -20,694 Closed
GCM
545
Greenland Capital Management
New York
-$8.3M -18,539 Closed
SCM
546
Sandler Capital Management
New York
-$7.3M -16,308 Closed
BA
547
Bridgewater Associates
Connecticut
-$6.07M -13,565 Closed
CIBC World Market
548
CIBC World Market
Ontario, Canada
-$5.15M -11,516 Closed
PHK
549
Point72 Hong Kong
Hong Kong
-$5.02M -11,208 Closed
CSS
550
Cubist Systematic Strategies
Connecticut
-$4.28M -9,418 Closed

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.