Lennar Class B
LEN.B
213 hedge funds and large institutions have $812M invested in Lennar Class B in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 35 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
3% less funds holding
Funds holding: 220 → 213 (-7)
3.81% less ownership
Funds ownership: 37.09% → 33.28% (-3.8%)
20% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 35
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
36% less capital invested
Capital invested by funds: $1.27B → $812M (-$456M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.68M |
| 2 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$5.6M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$3.97M |
| 4 |
HWM
Hohimer Wealth Management
Seattle,
Washington
|
+$3.93M |
| 5 |
GA
Greenhaven Associates
Purchase,
New York
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$49.4M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$40.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$23.4M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$8.69M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
-$3.84M |
LEN.B Hedge Fund Activity: Q1 2022 in Review
213 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q1 2022, worth a combined $812M — down 36% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of LEN.B and 28 opened new positions — a net loss of 7 holders — while 61 trimmed existing stakes and 64 added.
The largest buyer was Vanguard Group, adding an estimated $6.68M. The largest seller was Barclays, cutting an estimated $49.4M.
- 213 institutional investors held Lennar Class B (LEN.B) as of Q1 2022, down from 220 in Q4 2021.
- Funds reported $812M of Lennar Class B stock for Q1 2022, down 36% quarter-over-quarter.
- 28 funds opened new Lennar Class B positions in Q1 2022 and 35 closed out, a net change of -7 holders.
- The largest Lennar Class B buyer in Q1 2022 was Vanguard Group, an estimated $6.68M added.
- The largest Lennar Class B seller in Q1 2022 was Barclays, an estimated $49.4M sold.
Based on aggregated 13F filings for Q1 2022.