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Lennar Class B
LEN.B

254 hedge funds and large institutions have $1.33B invested in Lennar Class B in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

6% more capital invested

Capital invested by funds: $1.25B → $1.33B (+$77.3M)

4% more funds holding

Funds holding: 245 → 254 (+9)

1.49% less ownership

Funds ownership: 28.73% → 27.24% (-1.5%)

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
3.66%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
28
Increased
55
Reduced
95
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.99M
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$1.58M
3
Franklin Resources
Franklin Resources
California
+$1.4M
4
SEI Investments
SEI Investments
Pennsylvania
+$944K
5
SAG
SageView Advisory Group
California
+$881K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$27.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$14.6M
3
MIM
Montgomery Investment Management
Maryland
-$8.33M
4
GA
Greenhaven Associates
New York
-$7.49M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$5.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
226
Bell Investment Advisors
California
$1.23K – – –
CA
227
Continuum Advisory
Idaho
$1.05K +$947 +7 New
AW
228
Avion Wealth
Texas
$1K – – –
CAL
229
Capital Advisors Ltd
Ohio
$1K – – –
HIA
230
Harbor Investment Advisory
Maryland
$925 – – –
Kayne Anderson Rudnick Investment Management
231
Kayne Anderson Rudnick Investment Management
California
$925 – – –
RF
232
Robinswood Financial
Washington
$909 – – –
BGAI
233
Bruce G. Allen Investments
Colorado
$771 – – –
CFO
234
CVA Family Office
Colorado
$771 – – –
HCM
235
Highlander Capital Management
New Jersey
$771 – – –
AWM
236
Avior Wealth Management
Nebraska
$770 +$677 +5 New
AWM
237
Atticus Wealth Management
Florida
$617 – – –
SIC
238
SJS Investment Consulting
Ohio
$617 – – –
MCM
239
MV Capital Management
Maryland
$617 +$271 +2 +100%
IA
240
IFP Advisors
Florida
$617 +$406 +3 +300%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$617 +$541 +4 New
MG
242
Mather Group
Illinois
$536 +$541 +4 New
DWA
243
Delos Wealth Advisors
Texas
$463 +$406 +3 New
LFG
244
Larson Financial Group
Missouri
$311 – – –
HNB
245
Huntington National Bank
Ohio
$308 – – –
PB
246
Pinnacle Bancorp
Nebraska
$308 – – –
RWM
247
Ruedi Wealth Management
Illinois
$308 – – –
VCM
248
Versant Capital Management
Arizona
$308 – – –
DPW
249
DiNuzzo Private Wealth
Pennsylvania
$155 -$135 -1 -50%
TWD
250
True Wealth Design
Ohio
$155 – – –
7 8 9
10
11

LEN.B Hedge Fund Activity: Q1 2024 in Review

254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q1 2024, worth a combined $1.33B — up 6.2% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LEN.B positions and 18 closed out — a net gain of 10 holders — while 55 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $1.99M. The largest seller was Morgan Stanley, cutting an estimated $27.7M.

  • 254 institutional investors held Lennar Class B (LEN.B) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $1.33B of Lennar Class B stock for Q1 2024, up 6.2% quarter-over-quarter.
  • 28 funds opened new Lennar Class B positions in Q1 2024 and 18 closed out, a net change of +10 holders.
  • The largest Lennar Class B buyer in Q1 2024 was BlackRock, an estimated $1.99M added.
  • The largest Lennar Class B seller in Q1 2024 was Morgan Stanley, an estimated $27.7M sold.

Based on aggregated 13F filings for Q1 2024.