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Lennar Class B

212 hedge funds and large institutions have $495M invested in Lennar Class B in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $2.39M

0.84% more ownership

Funds ownership: 34.95%35.79% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 219212 (-7)

7% less capital invested

Capital invested by funds: $534M → $495M (-$39.7M)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

33% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 64

Holders
212
Holders Change
-7
Holders Change %
-3.2%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
43
Reduced
64
Closed
27
Calls
$2.84M
Puts
$2.39M
Net Calls
+$450K
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
151
Brandywine Global Investment Management
Pennsylvania
$1K
CPA
152
Cowen Prime Advisors
New York
$1K
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$1K
GWM
154
Geneos Wealth Management
Colorado
$1K
MCM
155
Manchester Capital Management
Vermont
$1K
PMFA
156
Plante Moran Financial Advisors
Michigan
$1K
SWM
157
SeaCrest Wealth Management
New York
$1K
ST
158
Smithfield Trust
Pennsylvania
$1K
TIM
159
Tortoise Investment Management
New York
$1K
VFA
160
Valeo Financial Advisors
Indiana
$1K
WT
161
Whittier Trust
California
$1K
SPIA
162
Steward Partners Investment Advisory
New York
$1K +$81 +2 +10%
APP
163
Avantax Planning Partners
Iowa
$1K +$647 +16 New
SWP
164
Stratos Wealth Partners
Ohio
$1K +$728 +18 New
MIM
165
MetLife Investment Management
New Jersey
$809 +$890 +22 New
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$424 -$647 -16 -57%
AIM
167
Anchor Investment Management
South Carolina
$39 -$40 -1 -50%
Balyasny Asset Management
168
Balyasny Asset Management
Illinois
-$983K -24,232 Closed
SIM
169
Sadoff Investment Management
Wisconsin
-$836K -20,602 Closed
Los Angeles Capital Management
170
Los Angeles Capital Management
California
-$461K -11,362 Closed
N
171
Natixis
France
-$221K -5,445 Closed
Rafferty Asset Management
172
Rafferty Asset Management
New York
-$216K -5,329 Closed
KHCM
173
Kettle Hill Capital Management
New York
-$214K -5,271 Closed
CRCM
174
Crystal Rock Capital Management
Illinois
-$69K -1,692 Closed
Envestnet Asset Management
175
Envestnet Asset Management
Illinois
-$48K -1,168 Closed

LEN.B Hedge Fund Activity: Q3 2018 in Review

212 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q3 2018, worth a combined $495M — down 7.4% from $534M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LEN.B and 20 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 43 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $10.8M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $4.41M.

  • 212 institutional investors held Lennar Class B (LEN.B) as of Q3 2018, down from 219 in Q2 2018.
  • Funds reported $495M of Lennar Class B stock for Q3 2018, down 7.4% quarter-over-quarter.
  • 20 funds opened new Lennar Class B positions in Q3 2018 and 27 closed out, a net change of -7 holders.
  • The largest Lennar Class B buyer in Q3 2018 was Franklin Resources, an estimated $10.8M added.
  • The largest Lennar Class B seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $4.41M sold.

Based on aggregated 13F filings for Q3 2018.