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Lennar Class B

245 hedge funds and large institutions have $1.25B invested in Lennar Class B in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $984M → $1.25B (+$268M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 225245 (+20)

0.28% less ownership

Funds ownership: 29.01%28.73% (-0.28%)

35% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 79

Holders
245
Holders Change
+20
Holders Change %
+8.89%
% of All Funds
3.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
51
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
201
Turtle Creek Wealth Advisors
Texas
$4.56K +$3.91K +36 New
GT
202
Glenmede Trust
Pennsylvania
$4.29K +$976 +9 +36%
PPC
203
Park Place Capital
Alabama
$4.16K +$2.06K +19 +136%
QCG
204
Quadrant Capital Group
Ohio
$4.02K -$542 -5 -14%
TIM
205
Tortoise Investment Management
New York
$3.48K
PCM
206
Penserra Capital Management
California
$3K
BL
207
BFSG LLC
California
$2.89K +$2.5K +23 New
PA
208
Parallel Advisors
California
$2.88K
AF
209
Allworth Financial
California
$2.41K
RCM
210
Raleigh Capital Management
North Carolina
$2.01K +$1.74K +16 New
JWA
211
JFS Wealth Advisors
Pennsylvania
$1.34K
LC
212
Lindbrook Capital
California
$1.34K
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$1.34K
AP
214
Aspect Partners
Virginia
$1.27K +$1.19K +11 New
SPIA
215
Steward Partners Investment Advisory
New York
$1.21K
BIA
216
Bell Investment Advisors
California
$1.07K
AW
217
Avion Wealth
Texas
$1K
CAL
218
Capital Advisors Ltd
Ohio
$1K
BTI
219
Blue Trust Inc
Georgia
$1K +$651 +6 New
HIA
220
Harbor Investment Advisory
Maryland
$804
Kayne Anderson Rudnick Investment Management
221
Kayne Anderson Rudnick Investment Management
California
$804
RF
222
Robinswood Financial
Washington
$804
HCM
223
Highlander Capital Management
New Jersey
$670
BGAI
224
Bruce G. Allen Investments
Colorado
$670 +$542 +5 New
CFO
225
CVA Family Office
Colorado
$670 +$542 +5 New

LEN.B Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q4 2023, worth a combined $1.25B — up 27% from $984M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LEN.B positions and 23 closed out — a net gain of 25 holders — while 51 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.8M. The largest seller was Millennium Management, cutting an estimated $9.41M.

  • 245 institutional investors held Lennar Class B (LEN.B) as of Q4 2023, up from 225 in Q3 2023.
  • Funds reported $1.25B of Lennar Class B stock for Q4 2023, up 27% quarter-over-quarter.
  • 48 funds opened new Lennar Class B positions in Q4 2023 and 23 closed out, a net change of +25 holders.
  • The largest Lennar Class B buyer in Q4 2023 was Morgan Stanley, an estimated $19.8M added.
  • The largest Lennar Class B seller in Q4 2023 was Millennium Management, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2023.