Lennox International
314 hedge funds and large institutions have $4.54B invested in Lennox International in 2016 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 35 closing their positions.
66% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 35
6% more funds holding
Funds holding: 295 → 314 (+19)
0.5% less ownership
Funds ownership: 69.34% → 68.84% (-0.5%)
4% less capital invested
Capital invested by funds: $4.73B → $4.54B (-$192M)
12% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 115
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
50% less call options, than puts
Call options by funds: $4.01M | Put options by funds: $8.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$32.6M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$31.8M |
| 3 |
Millennium Management
New York
|
+$28M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22.3M |
| 5 |
FQ
First Quadrant
Glendale,
California
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$62.3M |
| 2 |
JP Morgan Chase
New York
|
-$42.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$42.2M |
| 4 |
O
OppenheimerFunds
New York
|
-$39.7M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$29.8M |
LII Hedge Fund Activity: Q4 2016 in Review
314 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q4 2016, worth a combined $4.54B — down 4.1% from $4.73B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new LII positions and 35 closed out — a net gain of 23 holders — while 101 added to existing stakes and 115 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $32.6M. The largest seller was Fidelity Investments, cutting an estimated $62.3M.
- 314 institutional investors held Lennox International (LII) as of Q4 2016, up from 295 in Q3 2016.
- Funds reported $4.54B of Lennox International stock for Q4 2016, down 4.1% quarter-over-quarter.
- 58 funds opened new Lennox International positions in Q4 2016 and 35 closed out, a net change of +23 holders.
- The largest Lennox International buyer in Q4 2016 was Schroder Investment Management Group, an estimated $32.6M added.
- The largest Lennox International seller in Q4 2016 was Fidelity Investments, an estimated $62.3M sold.
Based on aggregated 13F filings for Q4 2016.