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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
CIA
526
Concurrent Investment Advisors
Florida
$737K +$615K +5,108 New
LGA
527
Lebenthal Global Advisors
New York
$726K +$606K +5,033 New
FIM
528
Freedom Investment Management
Connecticut
$720K -$9.27K -77 -2%
GAM
529
Gotham Asset Management
New York
$707K +$72.7K +604 +14%
NAM
530
NorthCrest Asset Manangement
Minnesota
$697K -$14K -116 -2%
SL
531
SIB LLC
New York
$691K
OC
532
Opinicus Capital
Florida
$690K +$576K +4,781 New
CIM
533
Cambria Investment Management
California
$690K +$73K +606 +15%
AIA
534
Angeles Investment Advisors
California
$689K -$84.1K -698 -13%
MA
535
Mutual Advisors
Nebraska
$688K -$2.05K -17 -0.4%
HAG
536
HighPoint Advisor Group
Illinois
$685K +$514K +4,264 New
CG
537
Caprock Group
Idaho
$680K -$83K -689 -13%
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$678K +$76.8K +638 +16%
RC
539
RBF Capital
California
$672K
EWS
540
Eagle Wealth Strategies
New Jersey
$671K +$560K +4,649 New
NP
541
Nilsine Partners
Colorado
$668K +$3.01K +25 +0.5%
CPC
542
Cookson Peirce & Co
Pennsylvania
$667K +$4.34K +36 +0.8%
AG
543
Algert Global
California
$663K +$299K +2,479 +117%
Envestnet Portfolio Solutions
544
Envestnet Portfolio Solutions
Illinois
$663K +$8.79K +73 +2%
WC
545
Waterloo Capital
Texas
$655K +$546K +4,537 New
KeyBank National Association
546
KeyBank National Association
Ohio
$646K +$16.1K +134 +3%
CA
547
Cetera Advisors
Colorado
$634K -$13.5K -112 -2%
JIC
548
Johnson Investment Counsel
Ohio
$633K -$24.9K -207 -5%
WTC
549
WhitTier Trust Company
Nevada
$633K +$482K +4,001 +1,029%
GBT
550
Grove Bank & Trust
Florida
$624K

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.