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Lennar Class B

202 hedge funds and large institutions have $395M invested in Lennar Class B in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 35.79%35.1% (-0.69%)

5% less funds holding

Funds holding: 212202 (-10)

20% less capital invested

Capital invested by funds: $495M → $395M (-$100M)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

40% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $5.43M

43% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 63

Holders
202
Holders Change
-10
Holders Change %
-4.72%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
36
Reduced
63
Closed
34
Calls
$3.27M
Puts
$5.43M
Net Calls
-$2.17M
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
176
Parisi Gray Wealth Management
New Jersey
-$12K -322 Closed
ARMC
177
American Research & Management Company
Massachusetts
-$10K -268 Closed
LS
178
Livforsakringsbolaget Skandia
Sweden
-$3K -80 Closed
RCAG
179
Rehmann Capital Advisory Group
Michigan
-$1.54K -42 Closed
SPIA
180
Steward Partners Investment Advisory
New York
-$1K -22 Closed
SWP
181
Stratos Wealth Partners
Ohio
-$1K -18 Closed
APP
182
Avantax Planning Partners
Iowa
-$1K -16 Closed
BGIM
183
Brandywine Global Investment Management
Pennsylvania
-$1K -3 Closed
RFC
184
Regions Financial Corp
Alabama
-$66 -2 -67%
FC
185
Ferris Capital
Massachusetts
-$33 -1 -33%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
-$33 -1 -11%
WAP
187
Wealthcare Advisory Partners
Pennsylvania
-$33 -1 -33%
CA
188
Claro Advisors
Massachusetts
+$33 +1 New
TWA
189
TCI Wealth Advisors
Arizona
+$33 +1 New
LC
190
Lindbrook Capital
California
+$66 +2 New
MOS
191
MGO One Seven
Ohio
+$66 +2 New
WAM
192
Watermark Asset Management
California
+$66 +2 New
BCA
193
Berman Capital Advisors
Georgia
+$99 +3 New
FGC
194
Financial Gravity Companies
Texas
+$230 +7 New
NSG
195
Nalls Sherbakoff Group
Tennessee
+$263 +8 New
QCG
196
Quadrant Capital Group
Ohio
+$263 +8 New

LEN.B Hedge Fund Activity: Q4 2018 in Review

202 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q4 2018, worth a combined $395M — down 20% from $495M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of LEN.B and 26 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 36 added.

The largest buyer was First Foundation Advisors, adding an estimated $10.2M. The largest seller was GAMCO Investors, cutting an estimated $6.06M.

  • 202 institutional investors held Lennar Class B (LEN.B) as of Q4 2018, down from 212 in Q3 2018.
  • Funds reported $395M of Lennar Class B stock for Q4 2018, down 20% quarter-over-quarter.
  • 26 funds opened new Lennar Class B positions in Q4 2018 and 34 closed out, a net change of -8 holders.
  • The largest Lennar Class B buyer in Q4 2018 was First Foundation Advisors, an estimated $10.2M added.
  • The largest Lennar Class B seller in Q4 2018 was GAMCO Investors, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2018.