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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
CS
51
Credit Suisse
Switzerland
$32.5M -$4.67M -10,274 -13%
AQR Capital Management
52
AQR Capital Management
Connecticut
$32M +$13.3M +29,288 +80%
UBS Group
53
UBS Group
Switzerland
$31M +$13.4M +29,412 +86%
Aberdeen Group
54
Aberdeen Group
United Kingdom
$30.9M +$1.96M +4,307 +7%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$30.4M +$207K +455 +0.7%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$30.2M +$6.01M +13,211 +27%
Skandinaviska Enskilda Banken (SEB)
57
Skandinaviska Enskilda Banken (SEB)
Sweden
$29.4M +$24.6M +54,200 +915%
Ameriprise
58
Ameriprise
Minnesota
$28.4M +$181K +398 +0.7%
Stifel Financial
59
Stifel Financial
Missouri
$27.7M +$1.63M +3,582 +7%
National Pension Service
60
National Pension Service
South Korea
$26.7M +$24.9M +54,647 New
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$25.9M -$823K -1,809 -3%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$25.3M +$558K +1,226 +2%
Ensign Peak Advisors
63
Ensign Peak Advisors
Utah
$23.4M +$3.08M +6,769 +16%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$22.8M -$327K -718 -2%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$22.5M -$2.17M -4,780 -9%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$21.2M -$342K -753 -2%
SEI Investments
67
SEI Investments
Pennsylvania
$21.1M +$583K +1,282 +3%
AIG
68
American International Group
New York
$20.7M -$372K -817 -2%
WA
69
Watchtower Advisors
Connecticut
$20.5M
Federated Hermes
70
Federated Hermes
Pennsylvania
$20.5M +$206K +454 +1%
Aviva
71
Aviva
United Kingdom
$20M -$4.51M -9,926 -20%
NC
72
Nicholas Company
Wisconsin
$18.6M -$2.88M -6,325 -14%
Caisse de Depot et Placement du Quebec (CDPQ)
73
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18M +$9.18M +20,189 +121%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$17.9M +$432K +950 +3%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$17M +$8.05M +17,700 +104%

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.