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Lennar Class B

74 hedge funds and large institutions have $333M invested in Lennar Class B in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

860% more call options, than puts

Call options by funds: $96K | Put options by funds: $10K

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

30% more funds holding

Funds holding: 5774 (+17)

14% more capital invested

Capital invested by funds: $293M → $333M (+$41M)

2.45% more ownership

Funds ownership: 24.06%26.51% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+17
Holders Change %
+29.82%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
21
Reduced
16
Closed
7
Calls
$96K
Puts
$10K
Net Calls
+$86K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$87.5M +$5.59M +153,015 +8%
HCM
2
Huber Capital Management
California
$58.9M -$3.51M -96,091 -6%
GF
3
Gabelli Funds
New York
$44.5M +$5.96M +162,924 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$19.2M +$301K +8,231 +2%
APCM
5
Arbiter Partners Capital Management
New York
$17.6M +$5.57M +152,367 +53%
SC
6
Sculptor Capital
New York
$14.5M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$10.2M -$395K -10,796 -4%
GCIA
8
Gabelli & Co Investment Advisers
New York
$7.64M -$145K -3,971 -2%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$7.45M -$28.4K -778 -0.4%
SIM
10
Sprucegrove Investment Management
Ontario, Canada
$4.98M -$47.1K -1,288 -1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.62M +$375K +10,245 +10%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.54M +$840K +22,963 +26%
AA
13
Ancora Advisors
Ohio
$4.44M +$4.04M +110,545 New
VAM
14
Visium Asset Management
New York
$3.53M +$926K +25,340 +41%
BFA
15
BlackRock Fund Advisors
California
$3.22M +$2.93M +80,188 New
BIT
16
BlackRock Institutional Trust
California
$3.21M +$2.9M +79,372 +17,217%
AIMCA
17
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.79M -$468K -12,796 -16%
Northern Trust
18
Northern Trust
Illinois
$2.71M +$354K +9,695 +17%
MCM
19
Maltese Capital Management
New York
$2.16M +$1.96M +53,652 New
State Street
20
State Street
Massachusetts
$1.82M +$1.66M +45,426 New
Norges Bank
21
Norges Bank
Norway
$1.66M
American Century Companies
22
American Century Companies
Missouri
$1.59M +$348K +9,528 +32%
THSP
23
Taube Hodson Stonex Partners
United Kingdom
$1.58M -$145K -3,970 -9%
NJBEST
24
New Jersey Better Educational Savings Trust
New Jersey
$1.47M -$78.5K -2,146 -6%
MAM
25
Mark Asset Management
New York
$1.46M +$6.65K +182 +0.5%

LEN.B Hedge Fund Activity: Q2 2015 in Review

74 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q2 2015, worth a combined $333M — up 14% from $293M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LEN.B positions and 7 closed out — a net gain of 17 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Gabelli Funds, adding an estimated $5.96M. The largest seller was Nantahala Capital Management, exiting entirely with an estimated $4.71M sold.

  • 74 institutional investors held Lennar Class B (LEN.B) as of Q2 2015, up from 57 in Q1 2015.
  • Funds reported $333M of Lennar Class B stock for Q2 2015, up 14% quarter-over-quarter.
  • 24 funds opened new Lennar Class B positions in Q2 2015 and 7 closed out, a net change of +17 holders.
  • The largest Lennar Class B buyer in Q2 2015 was Gabelli Funds, an estimated $5.96M added.
  • The largest Lennar Class B seller in Q2 2015 was Nantahala Capital Management, an estimated $4.71M sold.

Based on aggregated 13F filings for Q2 2015.