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Lennar Class B

221 hedge funds and large institutions have $955M invested in Lennar Class B in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $839M → $955M (+$117M)

4.02% more ownership

Funds ownership: 33.23%37.25% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less funds holding

Funds holding: 226221 (-5)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

Holders
221
Holders Change
-5
Holders Change %
-2.21%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
58
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$58K +$23.7K +298 +77%
C
152
Covestor
United Kingdom
$52K -$97.6K -1,227 -67%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$42K
EI
154
Ellevest Inc
New York
$34.2K +$21.3K +268 +199%
US Bancorp
155
US Bancorp
Minnesota
$31.6K
TCOV
156
Trust Company of Vermont
Vermont
$27.3K
MIM
157
MetLife Investment Management
New Jersey
$27.3K +$80 +1 +0.3%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$26K +$2.38K +30 +11%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$25.5K -$549K -6,901 -96%
SMA
160
Sage Mountain Advisors
Georgia
$18.3K +$17.2K +216 New
RTC
161
Riverview Trust Company
Washington
$17.6K
BAM
162
Belpointe Asset Management
Nevada
$17.5K
WI
163
Wahed Invest
New York
$16.9K
AIG
164
American International Group
New York
$13.2K -$318 -4 -3%
Loomis, Sayles & Company
165
Loomis, Sayles & Company
Massachusetts
$13K +$12.4K +156 New
PCM
166
Penserra Capital Management
California
$12K -$1.03K -13 -8%
VWM
167
Venturi Wealth Management
Texas
$10.7K +$10K +126 New
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$9.2K
GBT
169
Grove Bank & Trust
Florida
$7.05K
PFBT
170
Parkside Financial Bank & Trust
Missouri
$6.16K
Russell Investments Group
171
Russell Investments Group
United Kingdom
$6.16K +$1.11K +14 +24%
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$5.89K -$398 -5 -7%
YDMI
173
Y.D. More Investments
Israel
$5.72K
S
174
SignatureFD
Georgia
$5.7K +$3.5K +44 +191%
TPCW
175
TD Private Client Wealth
New York
$5.54K

LEN.B Hedge Fund Activity: Q1 2023 in Review

221 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q1 2023, worth a combined $955M — up 14% from $839M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LEN.B and 24 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 58 added.

The largest buyer was Envestnet Asset Management, adding an estimated $175M. The largest seller was Goldman Sachs, cutting an estimated $20M.

  • 221 institutional investors held Lennar Class B (LEN.B) as of Q1 2023, down from 226 in Q4 2022.
  • Funds reported $955M of Lennar Class B stock for Q1 2023, up 14% quarter-over-quarter.
  • 24 funds opened new Lennar Class B positions in Q1 2023 and 27 closed out, a net change of -3 holders.
  • The largest Lennar Class B buyer in Q1 2023 was Envestnet Asset Management, an estimated $175M added.
  • The largest Lennar Class B seller in Q1 2023 was Goldman Sachs, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2023.