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Lennar Class B

245 hedge funds and large institutions have $1.25B invested in Lennar Class B in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $984M → $1.25B (+$268M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 225245 (+20)

0.28% less ownership

Funds ownership: 29.01%28.73% (-0.28%)

35% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 79

Holders
245
Holders Change
+20
Holders Change %
+8.89%
% of All Funds
3.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
51
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Atticus Wealth Management
Florida
$537
SIC
227
SJS Investment Consulting
Ohio
$537 +$108 +1 +33%
AF
228
Advisornet Financial
Minnesota
$402
LFG
229
Larson Financial Group
Missouri
$269
DPW
230
DiNuzzo Private Wealth
Pennsylvania
$269 +$217 +2 New
MCM
231
MV Capital Management
Maryland
$269 +$217 +2 New
HNB
232
Huntington National Bank
Ohio
$268
PB
233
Pinnacle Bancorp
Nebraska
$268
RWM
234
Ruedi Wealth Management
Illinois
$268
VCM
235
Versant Capital Management
Arizona
$268 +$217 +2 New
ATC
236
Adirondack Trust Company
New York
$147
TWD
237
True Wealth Design
Ohio
$135
MSWM
238
McGlone Suttner Wealth Management
Wisconsin
$135 +$108 +1 New
Canada Pension Plan Investment Board
239
Canada Pension Plan Investment Board
Ontario, Canada
$134
EWA
240
EverSource Wealth Advisors
Alabama
$134
M
241
MOTCO
Texas
$134
SWM
242
Sugarloaf Wealth Management
Georgia
$134
ASN
243
Advisory Services Network
Georgia
$134 +$108 +1 New
IA
244
IFP Advisors
Florida
$134 +$108 +1 New
NFA
245
Northwest Financial Advisors
Virginia
$134 +$108 +1 New
AWM
246
AE Wealth Management
Kansas
-$2.85M -29,376 Closed
Allianz Asset Management
247
Allianz Asset Management
Germany
-$1.12M -11,569 Closed
Marshall Wace
248
Marshall Wace
United Kingdom
-$826K -8,495 Closed
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
-$818K -8,416 Closed
RAM
250
RWC Asset Management
United Kingdom
-$417K -4,295 Closed

LEN.B Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q4 2023, worth a combined $1.25B — up 27% from $984M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LEN.B positions and 23 closed out — a net gain of 25 holders — while 51 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.8M. The largest seller was Millennium Management, cutting an estimated $9.41M.

  • 245 institutional investors held Lennar Class B (LEN.B) as of Q4 2023, up from 225 in Q3 2023.
  • Funds reported $1.25B of Lennar Class B stock for Q4 2023, up 27% quarter-over-quarter.
  • 48 funds opened new Lennar Class B positions in Q4 2023 and 23 closed out, a net change of +25 holders.
  • The largest Lennar Class B buyer in Q4 2023 was Morgan Stanley, an estimated $19.8M added.
  • The largest Lennar Class B seller in Q4 2023 was Millennium Management, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2023.