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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
NW
151
NewEdge Wealth
Pennsylvania
$4.7M +$146K +367 +4%
VAS
152
Vestmark Advisory Solutions
Massachusetts
$4.68M +$129K +323 +3%
Rafferty Asset Management
153
Rafferty Asset Management
New York
$4.4M +$853K +2,139 +28%
EGM
154
Engineers Gate Manager
New York
$4.23M +$1.66M +4,160 +78%
CSS
155
Cubist Systematic Strategies
Connecticut
$4.21M +$3.76M +9,418 New
VLKIM
156
Van Lanschot Kempen Investment Management
Netherlands
$4.21M -$364K -913 -9%
FAF
157
Fjarde Ap-fonden
Sweden
$4.11M +$1.6M +4,000 +77%
BCV
158
Banque Cantonale Vaudoise
Switzerland
$4.1M +$3.3M +8,282 +948%
SOMRS
159
State of Michigan Retirement System
Michigan
$4.05M +$558K +1,400 +18%
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$4.03M -$39.9K -100 -1%
Lord, Abbett & Co
161
Lord, Abbett & Co
New Jersey
$4.02M +$3.58M +8,980 New
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$3.98M +$3.09M +7,753 +679%
ASRS
163
Arizona State Retirement System
Arizona
$3.93M +$26.7K +67 +0.8%
BC
164
Burney Company
Virginia
$3.8M +$3.39M +8,487 New
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$3.68M -$270K -678 -8%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$3.6M -$4.79K -12 -0.1%
FAF
167
Första AP-fonden
Sweden
$3.58M -$5.86M -14,700 -65%
AI
168
Atria Investments
North Carolina
$3.5M +$639K +1,602 +26%
IMRF
169
Illinois Municipal Retirement Fund
Illinois
$3.48M
VanEck Associates
170
VanEck Associates
New York
$3.43M +$3.06M +7,674 New
AIM
171
Aigen Investment Management
New York
$3.31M +$1.36M +3,406 +85%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$3.28M +$719K +1,803 +33%
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$3.18M +$10.8K +27 +0.4%
AIP
174
Ameritas Investment Partners
Nebraska
$3.16M -$42.3K -106 -1%
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.16M +$233K +585 +9%

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.