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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
AF
451
Allworth Financial
California
$16K
CHP
452
Cable Hill Partners
Oregon
$16K
HI
453
Hudock Inc
Pennsylvania
$16K
TDC
454
Thompson Davis & Co
Virginia
$16K
KF
455
Krilogy Financial
Missouri
$16K +$15.5K +315 New
MAM
456
Meeder Asset Management
Ohio
$15K
TSW
457
Thompson Siegel & Walmsley
Virginia
$15K
HR
458
Howe & Rusling
New York
$14K -$7.77K -158 -37%
PA
459
Parallel Advisors
California
$14K +$295 +6 +2%
SFSIG
460
San Francisco Sentry Investment Group
California
$13K +$12.8K +261 New
QCG
461
Quadrant Capital Group
Ohio
$12K +$1.97K +40 +17%
FC
462
Ferris Capital
Massachusetts
$12K +$11.7K +238 New
GI
463
Gradient Investments
Minnesota
$11K
BWA
464
Burt Wealth Advisors
Maryland
$10K
PCP
465
Proficio Capital Partners
Massachusetts
$9K -$295 -6 -3%
TWA
466
TCI Wealth Advisors
Arizona
$9K
JCM
467
Jacobi Capital Management
Pennsylvania
$8K +$7.77K +158 New
NA
468
NewEdge Advisors
Louisiana
$7.64K +$7.23K +147 New
CAW
469
Cornerstone Advisors (Washington)
Washington
$7K
PFBT
470
Parkside Financial Bank & Trust
Missouri
$6K +$4.38K +89 +307%
GBT
471
Grove Bank & Trust
Florida
$6K +$5.41K +110 New
GBBWRPM
472
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K
SSB
473
Sandy Spring Bank
Maryland
$5K
TFO
474
Tarbox Family Office
California
$5K
Walleye Trading
475
Walleye Trading
New York
$4.26K +$2.99M +60,743 +261%

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.