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Lennar Class A

390 hedge funds and large institutions have $9.26B invested in Lennar Class A in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 41

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more capital invested

Capital invested by funds: $8.19B → $9.26B (+$1.07B)

10% more funds holding

Funds holding: 356390 (+34)

5% less call options, than puts

Call options by funds: $233M | Put options by funds: $246M

5.81% less ownership

Funds ownership: 122.35%116.54% (-5.8%)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
390
Holders Change
+34
Holders Change %
+9.55%
% of All Funds
11.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
77
Increased
121
Reduced
146
Closed
41
Calls
$233M
Puts
$246M
Net Calls
-$13.4M
Net Calls Change
-$50M
Name Holding Trade Value Shares
Change
Change in
Stake
SONJCPFA
126
State of New Jersey Common Pension Fund A
New Jersey
$5.62M -$2.48M -73,539 -33%
AIM
127
Assured Investment Management
New York
$5.54M +$2.71M +80,323 +120%
Calamos Advisors
128
Calamos Advisors
Illinois
$5.23M -$115K -3,398 -2%
SCM
129
Stevens Capital Management
Pennsylvania
$5.21M +$4.67M +138,313 New
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$5.08M -$3.63M -107,643 -44%
TA
131
Teachers Advisors
New York
$4.93M +$103K +3,062 +2%
APG Asset Management
132
APG Asset Management
Netherlands
$4.83M -$175K -5,185 -4%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$4.81M +$198K +5,882 +5%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$4.8M -$33.3K -986 -0.8%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$4.67M -$127K -3,761 -3%
Barrow, Hanley, Mewhinney & Strauss
136
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.36M +$3.9M +115,671 New
Caisse de Depot et Placement du Quebec (CDPQ)
137
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.21M -$911K -26,999 -19%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$4.2M -$9.49M -281,294 -72%
CO
139
Caldwell & Orkin
Georgia
$4.19M -$603K -17,860 -14%
GF
140
Gabelli Funds
New York
$4.15M -$319K -9,455 -8%
WCP
141
Waterfront Capital Partners
New York
$4.15M +$3.72M +110,309 New
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$4.05M -$742 -22 -0%
TD Asset Management
143
TD Asset Management
Ontario, Canada
$4.04M +$181K +5,357 +5%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$3.96M +$258K +7,634 +8%
PP
145
Peconic Partners
New York
$3.96M +$3.54M +105,056 New
GCG
146
Giovine Capital Group
California
$3.94M -$12K -355 -0.3%
Retirement Systems of Alabama
147
Retirement Systems of Alabama
Alabama
$3.91M +$3.95K +117 +0.1%
IIM
148
Ivory Investment Management
New York
$3.86M +$3.46M +102,430 New
JAFL
149
Jay A. Fishman Ltd
Michigan
$3.77M -$2.18M -64,767 -39%
Nomura Holdings
150
Nomura Holdings
Japan
$3.73M +$1.86M +54,994 +122%

LEN Hedge Fund Activity: Q4 2013 in Review

390 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q4 2013, worth a combined $9.26B — up 13% from $8.19B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new LEN positions and 41 closed out — a net gain of 36 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $194M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $477M.

  • 390 institutional investors held Lennar Class A (LEN) as of Q4 2013, up from 356 in Q3 2013.
  • Funds reported $9.26B of Lennar Class A stock for Q4 2013, up 13% quarter-over-quarter.
  • 77 funds opened new Lennar Class A positions in Q4 2013 and 41 closed out, a net change of +36 holders.
  • The largest Lennar Class A buyer in Q4 2013 was Wellington Management Group, an estimated $194M added.
  • The largest Lennar Class A seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $477M sold.

Based on aggregated 13F filings for Q4 2013.