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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
EWM
901
Evermay Wealth Management
Virginia
$4.17K +$361 +3 +12%
CP
902
Castleview Partners
Texas
$4.02K
CAL
903
Capital Analysts LLC
Pennsylvania
$4K
HBW
904
Hazlett, Burt & Watson
West Virginia
$4K
AW
905
Avion Wealth
Texas
$4K +$2.77K +23 +288%
DPW
906
DiNuzzo Private Wealth
Pennsylvania
$3.88K +$3.25K +27 New
RA
907
Rise Advisors
New York
$3.78K
AT
908
Arlington Trust
Alabama
$3.73K -$217K -1,804 -99%
MTIC
909
Missouri Trust & Investment Company
Missouri
$3.73K +$3.13K +26 New
MIM
910
Macroview Investment Management
Maryland
$3.43K -$6.02K -50 -68%
ECM
911
Estabrook Capital Management
New York
$3.43K
LIWM
912
Long Island Wealth Management
New York
$3K +$2.53K +21 New
VAG
913
VisionPoint Advisory Group
Texas
$2.83K -$1.32K -11 -35%
FG
914
Fairman Group
Pennsylvania
$2.83K +$2.41K +20 New
GWSG
915
GPS Wealth Strategies Group
Colorado
$2.68K
BAM
916
Bellevue Asset Management
Washington
$2.68K
NMG
917
New Millennium Group
Utah
$2.53K
DF
918
Dunhill Financial
United Kingdom
$2.39K +$2.05K +17 New
VWA
919
Valued Wealth Advisors
Utah
$2.25K +$2.53K +21 New
NSIM
920
North Star Investment Management
Illinois
$2.24K
WWM
921
Wolff Wiese Magana
California
$2.24K
PS
922
Planned Solutions
California
$2.24K +$1.81K +15 New
CFGS
923
Concourse Financial Group Securities
Alabama
$2.23K +$482 +4 +36%
JFGIW
924
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49K +$1.2K +10 New
GEA
925
Glen Eagle Advisors
New Jersey
$1.49K

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.