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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
PPWP
576
Premier Path Wealth Partners
New Jersey
$569K +$475K +3,941 New
QI
577
Qtron Investments
Massachusetts
$564K
WPC
578
Wedmont Private Capital
Pennsylvania
$562K +$17.8K +148 +4%
1IA
579
1834 Investment Advisors
Wisconsin
$559K -$7.47K -62 -2%
PTC
580
Petrus Trust Company
Texas
$555K +$50.1K +416 +12%
SCA
581
Snowden Capital Advisors
New York
$554K +$28.5K +237 +7%
EFG
582
Everhart Financial Group
Ohio
$554K +$5.78K +48 +1%
AWS
583
Atria Wealth Solutions
New York
$552K +$46.6K +387 +11%
PS
584
Principal Securities
Iowa
$552K +$460K +3,823 New
AIMCA
585
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$551K -$12.1M -100,764 -96%
PGFC
586
Peapack-Gladstone Financial Corp
New Jersey
$549K
NFGCM
587
Norman Fields Gottscho Capital Management
New York
$538K
WB
588
WesBanco Bank
West Virginia
$537K -$49.7K -413 -10%
MWPCG
589
Measured Wealth Private Client Group
New Hampshire
$530K +$15.7K +130 +4%
SWM
590
Seed Wealth Management
Illinois
$524K
GS
591
GTS Securities
New York
$522K -$2.77M -23,011 -86%
OR
592
Olympiad Research
Connecticut
$521K +$435K +3,613 New
GSEP
593
Golden State Equity Partners
California
$518K +$37.9K +315 +10%
HWM
594
HB Wealth Management
Georgia
$512K +$41.6K +345 +11%
PCMC
595
Planning Capital Management Corporation
Pennsylvania
$508K +$424K +3,518 New
ADIM
596
Alpha DNA Investment Management
Maryland
$505K -$769K -6,381 -65%
SW
597
SVB Wealth
Massachusetts
$503K -$108K -894 -20%
FT
598
Fiduciary Trust
Massachusetts
$503K +$55.9K +464 +15%
DWT
599
Dorsey & Whitney Trust
South Dakota
$500K
SCP
600
Stamos Capital Partners
California
$499K -$438K -3,636 -51%

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.