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Lennar Class B

55 hedge funds and large institutions have $254M invested in Lennar Class B in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% more funds holding

Funds holding: 5455 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 26.85%26.67% (-0.18%)

4% less capital invested

Capital invested by funds: $264M → $254M (-$10.1M)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
19
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Huber Capital Management
California
$68.8M +$771K +24,880 +1%
GI
2
GAMCO Investors
Connecticut
$51.7M +$2.92M +94,427 +6%
GF
3
Gabelli Funds
New York
$16.3M +$166K +5,365 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.1M -$353K -11,400 -2%
NCM
5
Nantahala Capital Management
Connecticut
$12.6M -$181K -5,847 -1%
SC
6
Sculptor Capital
New York
$10.6M +$389K +12,560 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.79M +$35.8K +1,155 +0.4%
Franklin Resources
8
Franklin Resources
California
$6.53M
APCM
9
Arbiter Partners Capital Management
New York
$6.26M +$36.5K +1,180 +0.6%
BIP
10
Brandes Investment Partners
California
$6.23M +$203K +6,545 +3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$5.92M -$39.9K -1,288 -0.7%
SIM
12
Sprucegrove Investment Management
Ontario, Canada
$5.36M -$19.9K -644 -0.4%
VAM
13
Visium Asset Management
New York
$5.01M +$2.88M +93,063 +130%
MCP
14
Moab Capital Partners
New York
$4.2M -$577K -18,631 -12%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$3.57M +$277K +8,949 +8%
AA
16
Ancora Advisors
Ohio
$3.41M
GCIA
17
Gabelli & Co Investment Advisers
New York
$3.11M
Renaissance Technologies
18
Renaissance Technologies
New York
$1.9M -$412K -13,306 -18%
Northern Trust
19
Northern Trust
Illinois
$1.77M +$1.8M +58,222 New
LMGAM
20
Liberty Mutual Group Asset Management
Massachusetts
$1.75M -$159K -5,128 -8%
SONJCPFA
21
State of New Jersey Common Pension Fund A
New Jersey
$1.63M
COPPSERS
22
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.37M
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.26M
Norges Bank
24
Norges Bank
Norway
$1.25M
NJBEST
25
New Jersey Better Educational Savings Trust
New Jersey
$1.21M

LEN.B Hedge Fund Activity: Q1 2014 in Review

55 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q1 2014, worth a combined $254M — down 3.8% from $264M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LEN.B positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was GAMCO Investors, adding an estimated $2.92M. The largest seller was BlackRock Investment Management, exiting entirely with an estimated $6.74M sold.

  • 55 institutional investors held Lennar Class B (LEN.B) as of Q1 2014, up from 54 in Q4 2013.
  • Funds reported $254M of Lennar Class B stock for Q1 2014, down 3.8% quarter-over-quarter.
  • 5 funds opened new Lennar Class B positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest Lennar Class B buyer in Q1 2014 was GAMCO Investors, an estimated $2.92M added.
  • The largest Lennar Class B seller in Q1 2014 was BlackRock Investment Management, an estimated $6.74M sold.

Based on aggregated 13F filings for Q1 2014.