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Lennar Class B

54 hedge funds and large institutions have $264M invested in Lennar Class B in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $217M → $264M (+$46.8M)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.85% more ownership

Funds ownership: 26%26.85% (+0.85%)

2% less funds holding

Funds holding: 5554 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
16
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Huber Capital Management
California
$70.3M +$6.29M +228,509 +11%
GI
2
GAMCO Investors
Connecticut
$50.4M +$6.85M +249,010 +18%
GF
3
Gabelli Funds
New York
$16.7M +$5.17M +187,975 +55%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.9M +$220K +7,998 +2%
NCM
5
Nantahala Capital Management
Connecticut
$13.2M
SC
6
Sculptor Capital
New York
$10.5M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$9.05M -$282K -10,254 -3%
Franklin Resources
8
Franklin Resources
California
$6.74M -$591K -21,461 -9%
BIM
9
BlackRock Investment Management
Delaware
$6.74M
APCM
10
Arbiter Partners Capital Management
New York
$6.43M +$1.07M +38,902 +23%
BIP
11
Brandes Investment Partners
California
$6.23M +$469K +17,035 +9%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$6.15M -$58.9K -2,140 -1%
SIM
13
Sprucegrove Investment Management
Ontario, Canada
$5.55M -$124K -4,507 -2%
MCP
14
Moab Capital Partners
New York
$4.92M -$4.86M -176,538 -53%
AA
15
Ancora Advisors
Ohio
$3.52M -$604K -21,954 -16%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$3.41M -$232K -8,415 -7%
GCIA
17
Gabelli & Co Investment Advisers
New York
$3.21M -$286K -10,382 -9%
Renaissance Technologies
18
Renaissance Technologies
New York
$2.38M -$1.07M -38,951 -34%
VAM
19
Visium Asset Management
New York
$2.25M +$908K +32,992 +85%
LMGAM
20
Liberty Mutual Group Asset Management
Massachusetts
$1.97M
NTCOC
21
Northern Trust Company of Connecticut
Connecticut
$1.8M +$353K +12,809 +29%
BG
22
BlackRock Group
United Kingdom
$1.69M
SONJCPFA
23
State of New Jersey Common Pension Fund A
New Jersey
$1.69M
COPPSERS
24
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.41M -$1.43K -52 -0.1%
Norges Bank
25
Norges Bank
Norway
$1.29M

LEN.B Hedge Fund Activity: Q4 2013 in Review

54 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q4 2013, worth a combined $264M — up 22% from $217M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LEN.B and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.

The largest buyer was GAMCO Investors, adding an estimated $6.85M. The largest seller was Moab Capital Partners, cutting an estimated $4.86M.

  • 54 institutional investors held Lennar Class B (LEN.B) as of Q4 2013, down from 55 in Q3 2013.
  • Funds reported $264M of Lennar Class B stock for Q4 2013, up 22% quarter-over-quarter.
  • 5 funds opened new Lennar Class B positions in Q4 2013 and 6 closed out, a net change of -1 holder.
  • The largest Lennar Class B buyer in Q4 2013 was GAMCO Investors, an estimated $6.85M added.
  • The largest Lennar Class B seller in Q4 2013 was Moab Capital Partners, an estimated $4.86M sold.

Based on aggregated 13F filings for Q4 2013.