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Lennar Class A

946 hedge funds and large institutions have $34.5B invested in Lennar Class A in 2023 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 78

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

34% more capital invested

Capital invested by funds: $25.7B → $34.5B (+$8.72B)

8% more funds holding

Funds holding: 872946 (+74)

2.19% more ownership

Funds ownership: 93.32%95.52% (+2.2%)

19% less call options, than puts

Call options by funds: $788M | Put options by funds: $968M

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

Holders
946
Holders Change
+74
Holders Change %
+8.49%
% of All Funds
13.79%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.32%
New
162
Increased
295
Reduced
367
Closed
78
Calls
$788M
Puts
$968M
Net Calls
-$180M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
376
KCM Investment Advisors
California
$1.95M +$7.71K +64 +0.5%
TC
377
TownSquare Capital
Utah
$1.93M -$970K -8,051 -38%
APG
378
Abacus Planning Group
South Carolina
$1.88M -$6.02K -50 -0.4%
IFG
379
Independent Financial Group
California
$1.87M +$137K +1,136 +10%
HIC
380
Holderness Investments Company
North Carolina
$1.87M +$1.56M +12,947 New
AMM
381
American Money Management
California
$1.84M +$16.5K +137 +1%
TC
382
Telemus Capital
Michigan
$1.83M -$133K -1,103 -8%
GWMIA
383
Global Wealth Management Investment Advisory
Florida
$1.83M +$67.9K +564 +5%
Canada Pension Plan Investment Board
384
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
BC
385
Burney Company
Virginia
$1.77M -$1.48M -12,299 -50%
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$1.76M -$39.4K -327 -3%
LOAMU
387
Lombard Odier Asset Management (USA)
New York
$1.75M -$560K -4,648 -28%
UCFA
388
United Capital Financial Advisors
Texas
$1.73M +$1.14M +9,433 +373%
DM
389
Delphi Management
Massachusetts
$1.72M +$78.9K +655 +6%
CII
390
Capital International Inc
California
$1.7M +$765K +6,354 +116%
CIP
391
Chartwell Investment Partners
Pennsylvania
$1.7M +$871K +7,235 +158%
PCMU
392
Paragon Capital Management (Utah)
Utah
$1.67M +$1.4M +11,607 New
JSL
393
JT Stratford LLC
Georgia
$1.67M -$26.1K -217 -2%
MGP
394
Metis Global Partners
California
$1.63M -$133K -1,102 -9%
Rockefeller Capital Management
395
Rockefeller Capital Management
New York
$1.62M -$37.8K -314 -3%
AT
396
Avalon Trust
New Mexico
$1.56M
TJHA
397
Thomas J. Herzfeld Advisors
Florida
$1.56M
SM
398
Sciencast Management
New Jersey
$1.55M +$1.3M +10,776 New
MFS
399
Mirabella Financial Services
United Kingdom
$1.55M +$1.3M +10,774 New
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$1.54M +$51.4K +427 +4%

LEN Hedge Fund Activity: Q4 2023 in Review

946 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q4 2023, worth a combined $34.5B — up 34% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new LEN positions and 78 closed out — a net gain of 84 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $527M. The largest seller was Wellington Management Group, cutting an estimated $264M.

  • 946 institutional investors held Lennar Class A (LEN) as of Q4 2023, up from 872 in Q3 2023.
  • Funds reported $34.5B of Lennar Class A stock for Q4 2023, up 34% quarter-over-quarter.
  • 162 funds opened new Lennar Class A positions in Q4 2023 and 78 closed out, a net change of +84 holders.
  • The largest Lennar Class A buyer in Q4 2023 was Morgan Stanley, an estimated $527M added.
  • The largest Lennar Class A seller in Q4 2023 was Wellington Management Group, an estimated $264M sold.

Based on aggregated 13F filings for Q4 2023.