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Lennar Class A

585 hedge funds and large institutions have $16.6B invested in Lennar Class A in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 279 increasing their positions, 128 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $408M | Put options by funds: $148M

118% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 128

80% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 61

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

24% more capital invested

Capital invested by funds: $13.4B → $16.6B (+$3.18B)

8% more funds holding

Funds holding: 543585 (+42)

6.16% less ownership

Funds ownership: 107.58%101.43% (-6.2%)

Holders
585
Holders Change
+42
Holders Change %
+7.73%
% of All Funds
13.41%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.55%
New
110
Increased
279
Reduced
128
Closed
61
Calls
$408M
Puts
$148M
Net Calls
+$260M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
626
Summit Trail Advisors
New York
-$222K -3,384 Closed
RIM
627
Redpoint Investment Management
Australia
-$206K -3,366 Closed
HAM
628
Highstreet Asset Management
Ontario, Canada
-$177K -2,892 Closed
ACM
629
Aviance Capital Management
Florida
-$96K -1,561 Closed
EWM
630
Evercore Wealth Management
New York
-$84K -1,368 Closed
MIC
631
MU Investments Company
Japan
-$34K -547 Closed
HCM
632
Highlander Capital Management
New Jersey
-$17K -279 Closed
MAM
633
Meeder Asset Management
Ohio
-$17K -279 Closed
AssetMark Inc
634
AssetMark Inc
California
-$17K -276 Closed
TODC
635
Trustees of Dartmouth College
New Hampshire
-$15K -251 Closed
TG
636
TLP Group
Illinois
-$13K -205 Closed
KJWM
637
Kiley Juergens Wealth Management
Washington
-$11K -189 Closed
Bessemer Group
638
Bessemer Group
New Jersey
-$11K -183 Closed
IWP
639
Icon Wealth Partners
Texas
-$11K -176 Closed
GBT
640
Grove Bank & Trust
Florida
-$7K -108 Closed
BBHC
641
Brown Brothers Harriman & Co
New York
-$4K -58 Closed
NR
642
Newfound Research
Massachusetts
-$483 -8 -80%
FGAM
643
Financial Gravity Asset Management
Texas
+$181 +3 New
FGC
644
Financial Gravity Companies
Texas
+$181 +3 New
GWA
645
Guidant Wealth Advisors
Illinois
+$483 +8 New

LEN Hedge Fund Activity: Q1 2018 in Review

585 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q1 2018, worth a combined $16.6B — up 24% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new LEN positions and 61 closed out — a net gain of 49 holders — while 279 added to existing stakes and 128 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $412M. The largest seller was Viking Global Investors, cutting an estimated $159M.

  • 585 institutional investors held Lennar Class A (LEN) as of Q1 2018, up from 543 in Q4 2017.
  • Funds reported $16.6B of Lennar Class A stock for Q1 2018, up 24% quarter-over-quarter.
  • 110 funds opened new Lennar Class A positions in Q1 2018 and 61 closed out, a net change of +49 holders.
  • The largest Lennar Class A buyer in Q1 2018 was JP Morgan Chase, an estimated $412M added.
  • The largest Lennar Class A seller in Q1 2018 was Viking Global Investors, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2018.