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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
Bank Julius Baer & Co
776
Bank Julius Baer & Co
Switzerland
$144K -$3.49K -29 -3%
AWM
777
Avior Wealth Management
Nebraska
$140K +$120 +1 +0.1%
GM
778
GeoWealth Management
Illinois
$137K +$114K +947 New
GWS
779
Glassman Wealth Services
Virginia
$137K +$2.05K +17 +2%
AA
780
Alta Advisers
United Kingdom
$134K
HI
781
Harbour Investments
Wisconsin
$128K +$1.32K +11 +1%
AA
782
AlphaCentric Advisors
Puerto Rico
$128K -$12.5K -104 -11%
KI
783
Kapitalo Investimentos
Brazil
$126K -$609K -5,057 -85%
IBOK
784
Independence Bank of Kentucky
Kentucky
$125K
FPF
785
First Pacific Financial
Washington
$121K +$35.4K +294 +54%
C
786
Covestor
United Kingdom
$119K -$6.5K -54 -6%
PIM
787
Plato Investment Management
Australia
$110K +$92.1K +765 New
MPWT
788
MassMutual Private Wealth & Trust
Connecticut
$109K -$5.06K -42 -5%
GI
789
GAMMA Investing
California
$107K +$88.8K +737 New
BBHC
790
Brown Brothers Harriman & Co
New York
$103K -$2.29K -19 -3%
KFI
791
Key Financial Inc
Pennsylvania
$96.6K
RIL
792
Rothschild Investment LLC
Illinois
$95.8K +$80K +664 New
T. Rowe Price Investment Management
793
T. Rowe Price Investment Management
Maryland
$95K +$79.3K +658 New
TPCW
794
TD Private Client Wealth
New York
$94.9K +$27.7K +230 +54%
PTC
795
Private Trust Company
Ohio
$90.6K -$22.3K -185 -23%
HCP
796
Hexagon Capital Partners
Arkansas
$90.2K +$6.99K +58 +10%
PPC
797
Park Place Capital
Alabama
$89.7K -$6.62K -55 -8%
CAS
798
Coppell Advisory Solutions
Texas
$88.1K +$73.6K +611 New
PFBT
799
Parkside Financial Bank & Trust
Missouri
$87K -$11.1K -92 -13%
DMBA
800
Deseret Mutual Benefit Administrators
Utah
$80.6K -$19.9K -165 -23%

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.