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Lennar Class B

219 hedge funds and large institutions have $534M invested in Lennar Class B in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 34.66%34.95% (+0.3%)

10% less capital invested

Capital invested by funds: $592M → $534M (-$57.7M)

10% less funds holding

Funds holding: 244219 (-25)

43% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 79

54% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 41

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

80% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $7.33M

Holders
219
Holders Change
-25
Holders Change %
-10.25%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
45
Reduced
79
Closed
41
Calls
$1.48M
Puts
$7.33M
Net Calls
-$5.85M
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
201
Rehmann Capital Advisory Group
Michigan
-$4K -86 Closed
GT
202
Glenmede Trust
Pennsylvania
-$2K -57 Closed
FMLI
203
Fukoku Mutual Life Insurance
Japan
-$2K -55 Closed
OIA
204
Optimum Investment Advisors
Illinois
-$1.41K -34 -81%
SWP
205
Stratos Wealth Partners
Ohio
-$1K -24 Closed
WAM
206
Wealthspire Advisors (Maryland)
Maryland
-$579 -14 -78%
WAP
207
Wealthcare Advisory Partners
Pennsylvania
-$538 -13 -81%
LIA
208
LS Investment Advisors
Michigan
-$290 -7 -64%
RFC
209
Regions Financial Corp
Alabama
-$248 -6 -55%
TFO
210
Tarbox Family Office
California
-$124 -3 -75%
CF
211
Centaurus Financial
California
+$41 +1 New
JA
212
JOYN Advisors
Georgia
+$41 +1 +33%
Parallax Volatility Advisers
213
Parallax Volatility Advisers
California
+$41 +1 +17%
TCOV
214
Trust Company of Vermont
Vermont
+$41 +1 New
KJWM
215
Kiley Juergens Wealth Management
Washington
+$83 +2 New
LWA
216
Lenox Wealth Advisors
New York
+$83 +2 New
SSB
217
Sandy Spring Bank
Maryland
+$83 +2 New
PIA
218
Piedmont Investment Advisors
North Carolina
+$124 +3 New
FHA
219
First Horizon Advisors
Tennessee
+$207 +5 New
HCM
220
Highlander Capital Management
New Jersey
+$207 +5 New
FGAM
221
Financial Gravity Asset Management
Texas
+$248 +6 New

LEN.B Hedge Fund Activity: Q2 2018 in Review

219 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q2 2018, worth a combined $534M — down 9.7% from $592M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of LEN.B and 19 opened new positions — a net loss of 22 holders — while 79 trimmed existing stakes and 45 added.

The largest buyer was Third Avenue Management, adding an estimated $28.6M. The largest seller was Aristeia Capital, exiting entirely with an estimated $12.5M sold.

  • 219 institutional investors held Lennar Class B (LEN.B) as of Q2 2018, down from 244 in Q1 2018.
  • Funds reported $534M of Lennar Class B stock for Q2 2018, down 9.7% quarter-over-quarter.
  • 19 funds opened new Lennar Class B positions in Q2 2018 and 41 closed out, a net change of -22 holders.
  • The largest Lennar Class B buyer in Q2 2018 was Third Avenue Management, an estimated $28.6M added.
  • The largest Lennar Class B seller in Q2 2018 was Aristeia Capital, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2018.