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Lennar Class A

465 hedge funds and large institutions have $8.87B invested in Lennar Class A in 2015 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 165 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 50

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

3% more funds holding

Funds holding: 453465 (+12)

4% more capital invested

Capital invested by funds: $8.54B → $8.87B (+$331M)

3% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 160

1.3% less ownership

Funds ownership: 113.53%112.23% (-1.3%)

41% less call options, than puts

Call options by funds: $95.7M | Put options by funds: $162M

Holders
465
Holders Change
+12
Holders Change %
+2.65%
% of All Funds
12.2%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.5%
New
67
Increased
165
Reduced
160
Closed
50
Calls
$95.7M
Puts
$162M
Net Calls
-$66.5M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$11.2M -$49.1K -1,030 -0.4%
BJ
102
BlackRock Japan
Japan
$11.2M -$13K -272 -0.1%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$11.2M +$1.58M +33,103 +16%
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$11.1M -$1.45M -30,357 -11%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$11.1M -$934K -19,587 -8%
Prudential Financial
106
Prudential Financial
New Jersey
$10.7M +$173K +3,625 +2%
UBS Group
107
UBS Group
Switzerland
$10.6M -$3.93M -82,548 -27%
CF
108
Cypress Funds
California
$9.78M
LG
109
Leuthold Group
Minnesota
$9.74M +$3.09M +64,894 +45%
EA
110
Euclid Advisors
Connecticut
$9.71M -$1.62M -34,091 -14%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$8.73M -$145K -3,047 -2%
FAM
112
Fred Alger Management
New York
$8.5M +$131K +2,758 +2%
TA
113
Teachers Advisors
New York
$8.09M +$20K +420 +0.2%
WJA
114
Williams Jones & Associates
New York
$7.94M -$119K -2,495 -1%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$7.52M +$3.35M +70,299 +77%
DCM
116
Dupont Capital Management
Delaware
$7.42M -$1.09M -22,797 -13%
Barclays
117
Barclays
United Kingdom
$7.39M +$560K +11,758 +8%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$7.38M +$881K +18,481 +13%
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$7.13M -$2.67M -56,074 -27%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$7.09M +$253K +5,317 +4%
LBIM
121
Land & Buildings Investment Management
Connecticut
$6.94M -$2.02M -42,337 -22%
BGIM
122
Brandywine Global Investment Management
Pennsylvania
$6.43M -$20K -420 -0.3%
WB
123
WesBanco Bank
West Virginia
$6.35M -$1.45M -30,419 -18%
LBC
124
Lowe Brockenbrough & Co
Virginia
$5.95M -$86.9K -1,823 -1%
National Pension Service
125
National Pension Service
South Korea
$5.88M +$399K +8,376 +7%

LEN Hedge Fund Activity: Q4 2015 in Review

465 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q4 2015, worth a combined $8.87B — up 3.9% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new LEN positions and 50 closed out — a net gain of 17 holders — while 165 added to existing stakes and 160 trimmed.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $205M. The largest seller was Citadel Advisors, cutting an estimated $104M.

  • 465 institutional investors held Lennar Class A (LEN) as of Q4 2015, up from 453 in Q3 2015.
  • Funds reported $8.87B of Lennar Class A stock for Q4 2015, up 3.9% quarter-over-quarter.
  • 67 funds opened new Lennar Class A positions in Q4 2015 and 50 closed out, a net change of +17 holders.
  • The largest Lennar Class A buyer in Q4 2015 was Greenhaven Associates, an estimated $205M added.
  • The largest Lennar Class A seller in Q4 2015 was Citadel Advisors, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.