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Lennar Class A

498 hedge funds and large institutions have $10.2B invested in Lennar Class A in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 158 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

39% more call options, than puts

Call options by funds: $107M | Put options by funds: $77M

17% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 158

4% more funds holding

Funds holding: 477498 (+21)

2% more capital invested

Capital invested by funds: $9.96B → $10.2B (+$235M)

1.58% less ownership

Funds ownership: 100.52%98.94% (-1.6%)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
498
Holders Change
+21
Holders Change %
+4.4%
% of All Funds
12.42%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.3%
New
63
Increased
185
Reduced
158
Closed
40
Calls
$107M
Puts
$77M
Net Calls
+$30M
Net Calls Change
+$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
426
Tortoise Investment Management
New York
$75K
IDBONY
427
Israel Discount Bank of New York
New York
$71K +$21.5K +436 +45%
EWM
428
Evercore Wealth Management
New York
$71K +$41.3K +839 +152%
RWA
429
Ropes Wealth Advisors
Massachusetts
$63K -$30.7K -624 -33%
SPIA
430
Steward Partners Investment Advisory
New York
$60K +$18.1K +368 +45%
ARMT
431
Amica Retiree Medical Trust
Rhode Island
$59K
AIM
432
Acrospire Investment Management
Illinois
$59K +$36.2K +736 +175%
PFPT
433
Pinnacle Financial Partners (Tennessee)
Tennessee
$59K +$56.9K +1,156 New
PMFA
434
Plante Moran Financial Advisors
Michigan
$53K -$1.38K -28 -3%
FCA
435
Florence Capital Advisors
New York
$51K +$51.7K +1,051 New
MIC
436
MU Investments Company
Japan
$46K -$20.7K -421 -31%
MCM
437
Manchester Capital Management
Vermont
$39K
WAM
438
Wealthspire Advisors (Maryland)
Maryland
$35K +$1.62K +33 +5%
RFA
439
Reilly Financial Advisors
California
$34K -$4.13K -84 -11%
ASN
440
Advisory Services Network
Georgia
$32K -$153K -3,118 -83%
FWC
441
First Washington Corp
Washington
$31.5K
CBT
442
Capital Bank & Trust
California
$31K +$29.7K +604 New
BAM
443
Barrett Asset Management
New York
$29K
BWA
444
BDO Wealth Advisors
Florida
$27K +$26.1K +531 New
GLI
445
Guardian Life Insurance
New York
$24K -$17K -345 -42%
LNB
446
Ledyard National Bank
$21K -$10.3K -210 -33%
FWM
447
Focused Wealth Management
New York
$21K
JIM
448
Jupiter Investment Management
United Kingdom
$21K +$20.7K +420 New
FHA
449
First Horizon Advisors
Tennessee
$18K
OIA
450
OneDigital Investment Advisors
Kansas
$17K +$17K +345 New

LEN Hedge Fund Activity: Q2 2017 in Review

498 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q2 2017, worth a combined $10.2B — up 2.4% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LEN positions and 40 closed out — a net gain of 23 holders — while 185 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.1M. The largest seller was Wellington Management Group, cutting an estimated $169M.

  • 498 institutional investors held Lennar Class A (LEN) as of Q2 2017, up from 477 in Q1 2017.
  • Funds reported $10.2B of Lennar Class A stock for Q2 2017, up 2.4% quarter-over-quarter.
  • 63 funds opened new Lennar Class A positions in Q2 2017 and 40 closed out, a net change of +23 holders.
  • The largest Lennar Class A buyer in Q2 2017 was Morgan Stanley, an estimated $59.1M added.
  • The largest Lennar Class A seller in Q2 2017 was Wellington Management Group, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2017.