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Lennar Class B

82 hedge funds and large institutions have $310M invested in Lennar Class B in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $32K | Put options by funds: $22K

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

1% more capital invested

Capital invested by funds: $306M → $310M (+$3.95M)

0% more funds holding

Funds holding: 8282 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.05% less ownership

Funds ownership: 26.47%26.43% (-0.05%)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
26
Reduced
24
Closed
6
Calls
$32K
Puts
$22K
Net Calls
+$10K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$75.3M +$932K +24,358 +1%
HCM
2
Huber Capital Management
California
$44.6M -$1.99M -52,108 -4%
GF
3
Gabelli Funds
New York
$42.2M
BFA
4
BlackRock Fund Advisors
California
$19.4M +$1.87M +48,896 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.3M +$291K +7,616 +2%
APCM
6
Arbiter Partners Capital Management
New York
$17M
SC
7
Sculptor Capital
New York
$13.5M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.24M -$176K -4,602 -2%
GCIA
9
Gabelli & Co Investment Advisers
New York
$7.75M
Neuberger Berman Group
10
Neuberger Berman Group
New York
$6.74M -$152K -3,963 -2%
AA
11
Ancora Advisors
Ohio
$4.14M
Renaissance Technologies
12
Renaissance Technologies
New York
$4.07M -$300K -7,833 -7%
BIT
13
BlackRock Institutional Trust
California
$3.49M +$160K +4,192 +5%
Northern Trust
14
Northern Trust
Illinois
$3.29M -$119K -3,115 -3%
LCM
15
Landscape Capital Management
New Jersey
$2.98M +$1.35M +35,357 +80%
American Century Companies
16
American Century Companies
Missouri
$2.77M +$689K +18,005 +32%
State Street
17
State Street
Massachusetts
$2.19M +$78.1K +2,041 +4%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.87M +$63.6K +1,662 +3%
CL
19
CSS LLC
Illinois
$1.57M +$588K +15,379 +58%
JG
20
Jefferies Group
New York
$1.54M -$19.7K -515 -1%
Norges Bank
21
Norges Bank
Norway
$1.54M
UBS Group
22
UBS Group
Switzerland
$1.45M +$245K +6,406 +20%
AIA
23
Affinity Investment Advisors
California
$1.43M
MAM
24
Mark Asset Management
New York
$1.39M +$39.6K +1,034 +3%
NJBEST
25
New Jersey Better Educational Savings Trust
New Jersey
$1.37M +$1.4M +36,483 New

LEN.B Hedge Fund Activity: Q4 2015 in Review

82 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q4 2015, worth a combined $310M — up 1.3% from $306M a quarter earlier.

Fund positioning in LEN.B was balanced in Q4 2015: 6 funds opened new positions, 6 closed out, 26 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.87M. The largest seller was Visium Asset Management, exiting entirely with an estimated $2.82M sold.

  • 82 institutional investors held Lennar Class B (LEN.B) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $310M of Lennar Class B stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 6 funds opened new Lennar Class B positions in Q4 2015 and 6 closed out, a net change of 0 holders.
  • The largest Lennar Class B buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $1.87M added.
  • The largest Lennar Class B seller in Q4 2015 was Visium Asset Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q4 2015.