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Lennar Class A

862 hedge funds and large institutions have $29.1B invested in Lennar Class A in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 279 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 55

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

16% more capital invested

Capital invested by funds: $25.1B → $29.1B (+$3.99B)

11% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 279

10% more funds holding

Funds holding: 785862 (+77)

7% more call options, than puts

Call options by funds: $570M | Put options by funds: $534M

4.19% less ownership

Funds ownership: 98.91%94.73% (-4.2%)

Holders
862
Holders Change
+77
Holders Change %
+9.81%
% of All Funds
13.53%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.27%
New
136
Increased
311
Reduced
279
Closed
55
Calls
$570M
Puts
$534M
Net Calls
+$36.5M
Net Calls Change
+$58.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
601
Sheaff Brock Investment Advisors
Indiana
$360K -$749K -6,865 -70%
MAS
602
Meeder Advisory Services
Ohio
$358K -$18.2K -167 -5%
SCM
603
Stevens Capital Management
Pennsylvania
$352K +$317K +2,905 New
WS
604
Wedbush Securities
California
$342K +$81.6K +748 +36%
VCA
605
Verdence Capital Advisors
Maryland
$338K +$18.7K +171 +7%
AIA
606
Affinity Investment Advisors
California
$338K +$304K +2,784 New
Assenagon Asset Management
607
Assenagon Asset Management
Luxembourg
$337K -$18M -165,286 -98%
LC
608
Lindbrook Capital
California
$336K -$1.64K -15 -0.5%
RCA
609
Resonant Capital Advisors
Wisconsin
$334K -$13.3K -122 -4%
UCFA
610
United Capital Financial Advisors
Texas
$333K -$42.1K -386 -12%
SWP
611
Stratos Wealth Partners
Ohio
$331K -$37.8K -346 -11%
EW
612
Evoke Wealth
California
$329K -$31.1K -285 -10%
NP
613
NorthRock Partners
Minnesota
$328K -$71.9K -659 -20%
AIM
614
Allen Investment Management
New York
$326K
FMLI
615
Fukoku Mutual Life Insurance
Japan
$326K
LP
616
LMR Partners
United Kingdom
$324K +$60K +550 +26%
BA
617
Bristlecone Advisors
Washington
$324K +$3.6K +33 +1%
FWM
618
FFT Wealth Management
Pennsylvania
$321K -$6.98K -64 -2%
PCIG
619
Partners Capital Investment Group
Massachusetts
$317K +$285K +2,616 New
MIH
620
Meitav Investment House
Israel
$317K -$136K -1,250 -32%
QCG
621
Quadrant Capital Group
Ohio
$314K -$1.31K -12 -0.5%
BAM
622
Belpointe Asset Management
Nevada
$312K -$270K -2,472 -49%
TCM
623
Telos Capital Management
California
$311K -$7.09K -65 -2%
MCM
624
Manchester Capital Management
Vermont
$307K -$3.82K -35 -1%
EVM
625
Evelyn V. Moreno
$306K

LEN Hedge Fund Activity: Q2 2023 in Review

862 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q2 2023, worth a combined $29.1B — up 16% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new LEN positions and 55 closed out — a net gain of 81 holders — while 311 added to existing stakes and 279 trimmed.

The largest buyer was BlackRock, adding an estimated $246M. The largest seller was Capital World Investors, cutting an estimated $1.51B.

  • 862 institutional investors held Lennar Class A (LEN) as of Q2 2023, up from 785 in Q1 2023.
  • Funds reported $29.1B of Lennar Class A stock for Q2 2023, up 16% quarter-over-quarter.
  • 136 funds opened new Lennar Class A positions in Q2 2023 and 55 closed out, a net change of +81 holders.
  • The largest Lennar Class A buyer in Q2 2023 was BlackRock, an estimated $246M added.
  • The largest Lennar Class A seller in Q2 2023 was Capital World Investors, an estimated $1.51B sold.

Based on aggregated 13F filings for Q2 2023.