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Lennar Class A

428 hedge funds and large institutions have $9.33B invested in Lennar Class A in 2015 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 141 increasing their positions, 147 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $7.82B → $9.33B (+$1.51B)

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3.47% more ownership

Funds ownership: 109.46%112.93% (+3.5%)

1% more funds holding

Funds holding: 424428 (+4)

4% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 147

26% less call options, than puts

Call options by funds: $159M | Put options by funds: $214M

Holders
428
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
11.4%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
78
Increased
141
Reduced
147
Closed
66
Calls
$159M
Puts
$214M
Net Calls
-$54.9M
Net Calls Change
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$690M +$32.9M +722,848 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$596M -$43.1M -946,353 -7%
State Street
3
State Street
Massachusetts
$440M +$2.75M +60,292 +0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$432M +$36.8M +808,188 +10%
BFA
5
BlackRock Fund Advisors
California
$375M +$61.4M +1,348,500 +22%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$370M -$13.8M -302,939 -4%
CGM
7
Capital Growth Management
Massachusetts
$351M
Citadel Advisors
8
Citadel Advisors
Florida
$279M +$201M +4,403,734 +350%
TG
9
TCW Group
California
$259M +$16M +351,673 +7%
Aristotle Capital Management
10
Aristotle Capital Management
California
$254M -$10.7M -233,839 -4%
BIT
11
BlackRock Institutional Trust
California
$250M +$2.53M +55,544 +1%
BTS
12
BB&T Securities
Virginia
$204M -$77.9K -1,711 -0.4%
Sanders Capital
13
Sanders Capital
Florida
$156M +$106M +2,322,953 +279%
Bank of America
14
Bank of America
North Carolina
$153M -$157M -3,450,612 -53%
AllianceBernstein
15
AllianceBernstein
Tennessee
$148M +$65.9M +1,446,264 +93%
MNA
16
Manning & Napier Advisors
New York
$123M -$8.71M -191,283 -7%
Ameriprise
17
Ameriprise
Minnesota
$119M +$10.6M +233,692 +11%
GC
18
Guggenheim Capital
Illinois
$113M -$34.5M -757,053 -25%
Northern Trust
19
Northern Trust
Illinois
$112M -$2.08M -45,764 -2%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$110M +$18M +396,189 +22%
Goldman Sachs
21
Goldman Sachs
New York
$107M +$48.7M +1,068,936 +97%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$96.3M -$2.13M -46,849 -2%
MVP
23
Miller Value Partners
Florida
$94.8M -$220K -4,833 -0.3%
MAM
24
Marketfield Asset Management
New York
$91M -$43.9M -964,861 -34%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$89.5M +$4.05M +88,890 +5%

LEN Hedge Fund Activity: Q1 2015 in Review

428 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q1 2015, worth a combined $9.33B — up 19% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new LEN positions and 66 closed out — a net gain of 12 holders — while 141 added to existing stakes and 147 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $201M. The largest seller was Bank of America, cutting an estimated $157M.

  • 428 institutional investors held Lennar Class A (LEN) as of Q1 2015, up from 424 in Q4 2014.
  • Funds reported $9.33B of Lennar Class A stock for Q1 2015, up 19% quarter-over-quarter.
  • 78 funds opened new Lennar Class A positions in Q1 2015 and 66 closed out, a net change of +12 holders.
  • The largest Lennar Class A buyer in Q1 2015 was Citadel Advisors, an estimated $201M added.
  • The largest Lennar Class A seller in Q1 2015 was Bank of America, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2015.