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Lennox International

370 hedge funds and large institutions have $5.14B invested in Lennox International in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 71.87%73.22% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

9% less funds holding

Funds holding: 405370 (-35)

17% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 150

24% less capital invested

Capital invested by funds: $6.75B → $5.14B (-$1.61B)

45% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 65

65% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $50.7M

Holders
370
Holders Change
-35
Holders Change %
-8.64%
% of All Funds
8.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
124
Reduced
150
Closed
65
Calls
$17.7M
Puts
$50.7M
Net Calls
-$33M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$651M +$4.58M +19,839 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$621M +$14.9M +64,538 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$470M -$67.5M -292,523 -10%
Capital World Investors
4
Capital World Investors
California
$291M +$369M +1,598,210 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$282M -$2.11M -9,147 -0.6%
SWM
6
Southern Wealth Management
Texas
$267M
ACM
7
Atlanta Capital Management
Georgia
$254M -$47.1M -203,945 -13%
State Street
8
State Street
Massachusetts
$249M +$17.9M +77,676 +6%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$94.8M +$14.4M +62,390 +14%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$83.9M +$4.41M +19,096 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$73.7M +$358K +1,550 +0.4%
CAM
12
Congress Asset Management
Massachusetts
$72.9M +$1.25M +5,423 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$70.9M +$1.97M +8,520 +2%
Northern Trust
14
Northern Trust
Illinois
$64.8M +$1.5M +6,492 +2%
Norges Bank
15
Norges Bank
Norway
$64.3M -$3.29M -14,258 -4%
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$55.2M +$18.6M +80,459 +36%
SPIO
17
Seven Post Investment Office
California
$54.1M +$151K +652 +0.2%
EVM
18
Eaton Vance Management
Massachusetts
$53.5M +$358K +1,553 +0.5%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$48.5M -$6.79M -29,421 -10%
EAM
20
Eventide Asset Management
Massachusetts
$46.4M +$12.7M +55,000 +28%
CVA
21
Ceredex Value Advisors
Florida
$46.1M +$58.3M +252,650 New
Ameriprise
22
Ameriprise
Minnesota
$41.1M -$5.56M -24,078 -10%
Wells Fargo
23
Wells Fargo
California
$35.1M -$6.86M -29,702 -13%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$33.2M -$2.93M -12,686 -6%
Legal & General Group
25
Legal & General Group
United Kingdom
$33.1M +$2.07M +8,980 +5%

LII Hedge Fund Activity: Q1 2020 in Review

370 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q1 2020, worth a combined $5.14B — down 24% from $6.75B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of LII and 36 opened new positions — a net loss of 29 holders — while 150 trimmed existing stakes and 124 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $369M. The largest seller was T. Rowe Price Associates, cutting an estimated $67.5M.

  • 370 institutional investors held Lennox International (LII) as of Q1 2020, down from 405 in Q4 2019.
  • Funds reported $5.14B of Lennox International stock for Q1 2020, down 24% quarter-over-quarter.
  • 36 funds opened new Lennox International positions in Q1 2020 and 65 closed out, a net change of -29 holders.
  • The largest Lennox International buyer in Q1 2020 was Capital World Investors, an estimated $369M added.
  • The largest Lennox International seller in Q1 2020 was T. Rowe Price Associates, an estimated $67.5M sold.

Based on aggregated 13F filings for Q1 2020.