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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
SWA
701
Stratos Wealth Advisors
Ohio
$281K +$235K +1,949 New
MAS
702
Meeder Advisory Services
Ohio
$278K -$14.7K -122 -6%
BBI
703
Baxter Bros Inc
Connecticut
$277K +$231K +1,922 New
KWA
704
Kingswood Wealth Advisors
California
$276K +$230K +1,910 New
FCP
705
Fidelis Capital Partners
Florida
$275K +$229K +1,904 New
OWMIAS
706
One Wealth Management Investment & Advisory Services
Florida
$273K +$228K +1,889 New
HNB
707
Huntington National Bank
Ohio
$272K -$1.45K -12 -0.6%
IPW
708
Impact Partnership Wealth
Georgia
$272K -$92.3K -766 -29%
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$272K +$361 +3 +0.2%
KWM
710
Kingsview Wealth Management
Oregon
$271K -$1.69M -14,031 -88%
FHB
711
First Hawaiian Bank
Hawaii
$267K +$723 +6 +0.3%
KP
712
Keel Point
Alabama
$267K -$20.5K -170 -8%
LCWP
713
Legacy Capital Wealth Partners
Arkansas
$265K +$221K +1,838 New
JF
714
Jump Financial
Illinois
$263K +$220K +1,824 New
CI
715
Conning Inc
Connecticut
$263K +$220K +1,823 New
SMA
716
Sage Mountain Advisors
Georgia
$263K -$4.21K -35 -2%
PA
717
Parallel Advisors
California
$262K -$64.3K -534 -23%
SPC
718
Sigma Planning Corp
Michigan
$261K -$324K -2,694 -60%
OPCM
719
Osborne Partners Capital Management
California
$256K +$213K +1,772 New
RWP
720
RWA Wealth Partners
Massachusetts
$255K +$213K +1,771 New
PWG
721
Portside Wealth Group
Utah
$254K +$212K +1,757 New
VCG
722
Vantage Consulting Group
Virginia
$250K -$49K -407 -19%
VSQM
723
V-Square Quantitative Management
Illinois
$249K
MFG
724
Magnus Financial Group
New York
$248K +$207K +1,720 New
ONB
725
Old National Bancorp
Indiana
$247K +$206K +1,714 New

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.