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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
M
926
MOTCO
Texas
$1.49K
TFM
927
TFC Financial Management
Massachusetts
$1.34K
AA
928
Ancora Advisors
Ohio
$1.27K
MFT
929
Moisand Fitzgerald Tamayo
Florida
$1.19K
S
930
Sachetta
Massachusetts
$1.19K +$964 +8 New
PWMG
931
Provence Wealth Management Group
California
$1.19K
PCTC
932
Perkins Coie Trust Company
Washington
$1.04K -$602 -5 -42%
GFPC
933
Global Financial Private Client
Florida
$1.04K
TFA
934
Transamerica Financial Advisors
Florida
$1K -$2.65K -22 -85%
ADL
935
Asset Dedication LLC
California
$1K
CAL
936
Capital Advisors Ltd
Ohio
$1K
WIA
937
Wetzel Investment Advisors
Indiana
$1K +$843 +7 New
VCM
938
Versant Capital Management
Arizona
$894 +$120 +1 +20%
TWP
939
TFO Wealth Partners
Ohio
$596 -$602 -5 -56%
FGAM
940
Financial Gravity Asset Management
Texas
$580 +$241 +2 +100%
JWM
941
Janiczek Wealth Management
Colorado
$448
SWA
942
SOA Wealth Advisors
New York
$303
WA
943
WestEnd Advisors
North Carolina
$298
BWM
944
Baystate Wealth Management
Massachusetts
$149 +$120 +1 New
LFG
945
Larson Financial Group
Missouri
$149 +$120 +1 New
AWM
946
Activest Wealth Management
Florida
$89 +$120 +1 New
DWM
947
Dogwood Wealth Management
Kansas
$6
ESCM
948
Echo Street Capital Management
New York
-$92.1M -847,779 Closed
TC
949
TwinBeech Capital
New York
-$29.5M -271,198 Closed
MIFH
950
Migdal Insurance & Financial Holdings
Israel
-$16.8M -154,950 Closed

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.