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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
WI
551
Wahed Invest
New York
$623K +$21.7K +180 +4%
FFM
552
Forum Financial Management
Illinois
$623K -$80.7K -670 -13%
CIP
553
Capital Insight Partners
Arizona
$623K +$52.3K +434 +11%
RJT
554
Raymond James Trust
Florida
$615K +$26.1K +217 +5%
APWM
555
Argonautica Private Wealth Management
Massachusetts
$614K -$26.5K -220 -5%
PWM
556
Perigon Wealth Management
California
$614K -$24.9K -207 -5%
CW
557
CreativeOne Wealth
Kansas
$613K -$94.5K -785 -16%
BTWM
558
Baker Tilly Wealth Management
Wisconsin
$606K -$66.4K -551 -12%
GC
559
Gilbert & Cook
Iowa
$604K +$26.3K +218 +5%
MFG
560
Merit Financial Group
Georgia
$599K +$1.32K +11 +0.3%
LA
561
LBP AM
France
$598K
AAM
562
Austin Asset Management
Texas
$596K
FC
563
FCA Corp
Texas
$596K
BL
564
Balentine LLC
Georgia
$596K -$195K -1,621 -28%
SFI
565
Siemens Fonds Invest
Germany
$591K +$153K +1,273 +45%
ECG
566
Edge Capital Group
Georgia
$589K
RCA
567
Ranch Capital Advisors
Florida
$582K +$24.1K +200 +5%
TF
568
Trek Financial
Arizona
$581K -$237K -1,967 -33%
CI Investments Inc
569
CI Investments Inc
Ontario, Canada
$580K +$228K +1,892 +89%
SF
570
Symphony Financial
Texas
$579K +$484K +4,017 New
BFO
571
Boston Family Office
Massachusetts
$578K
BHCM
572
Brevan Howard Capital Management
Jersey
$576K +$151K +1,250 +46%
ATC
573
Argent Trust Co
Tennessee
$574K -$9.63K -80 -2%
RA
574
RFG Advisory
Alabama
$573K +$9.88K +82 +2%
PCIA
575
Prime Capital Investment Advisors
Kansas
$573K +$238K +1,973 +99%

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.