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Lennar Class A

453 hedge funds and large institutions have $8.54B invested in Lennar Class A in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 151 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 37

11% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 151

8% more funds holding

Funds holding: 421453 (+32)

0.42% less ownership

Funds ownership: 113.95%113.53% (-0.42%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

6% less capital invested

Capital invested by funds: $9.06B → $8.54B (-$518M)

25% less call options, than puts

Call options by funds: $125M | Put options by funds: $168M

Holders
453
Holders Change
+32
Holders Change %
+7.6%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.47%
New
70
Increased
168
Reduced
151
Closed
37
Calls
$125M
Puts
$168M
Net Calls
-$42.6M
Net Calls Change
-$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$682M +$29.1M +592,843 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$539M +$31.1M +633,750 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$410M +$10.7M +217,933 +2%
State Street
4
State Street
Massachusetts
$389M +$4.85M +98,750 +1%
BFA
5
BlackRock Fund Advisors
California
$335M -$17.1M -347,765 -5%
CGM
6
Capital Growth Management
Massachusetts
$326M
Neuberger Berman Group
7
Neuberger Berman Group
New York
$310M -$7.65M -155,749 -2%
Aristotle Capital Management
8
Aristotle Capital Management
California
$244M +$946K +19,265 +0.4%
BIT
9
BlackRock Institutional Trust
California
$229M +$3.83M +78,108 +2%
Sanders Capital
10
Sanders Capital
Florida
$217M +$36.3M +738,949 +18%
TG
11
TCW Group
California
$195M -$33.3M -679,222 -14%
Bank of America
12
Bank of America
North Carolina
$152M +$73M +1,487,830 +81%
UBS AM
13
UBS AM
Illinois
$149M +$22.9M +465,664 +17%
Ameriprise
14
Ameriprise
Minnesota
$128M +$1.43M +29,074 +1%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$124M +$6.22M +126,803 +5%
AllianceBernstein
16
AllianceBernstein
Tennessee
$108M -$22.2M -451,486 -16%
Northern Trust
17
Northern Trust
Illinois
$105M -$3.9M -79,400 -3%
Citadel Advisors
18
Citadel Advisors
Florida
$100M -$78.8M -1,604,920 -42%
Morgan Stanley
19
Morgan Stanley
New York
$98M -$3.73M -75,899 -3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$93.4M +$13.8M +280,684 +16%
MVP
21
Miller Value Partners
Florida
$92.3M +$4.59M +93,527 +5%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$89.6M +$13.9M +282,640 +17%
GC
23
Guggenheim Capital
Illinois
$87M -$19.7M -400,715 -17%
Principal Financial Group
24
Principal Financial Group
Iowa
$86.1M +$22.3M +454,859 +32%
SIM
25
Stelliam Investment Management
New York
$81.5M +$5.16M +105,056 +6%

LEN Hedge Fund Activity: Q3 2015 in Review

453 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q3 2015, worth a combined $8.54B — down 5.7% from $9.06B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new LEN positions and 37 closed out — a net gain of 33 holders — while 168 added to existing stakes and 151 trimmed.

The largest buyer was Bank of America, adding an estimated $73M. The largest seller was Soros Fund Management, exiting entirely with an estimated $80.4M sold.

  • 453 institutional investors held Lennar Class A (LEN) as of Q3 2015, up from 421 in Q2 2015.
  • Funds reported $8.54B of Lennar Class A stock for Q3 2015, down 5.7% quarter-over-quarter.
  • 70 funds opened new Lennar Class A positions in Q3 2015 and 37 closed out, a net change of +33 holders.
  • The largest Lennar Class A buyer in Q3 2015 was Bank of America, an estimated $73M added.
  • The largest Lennar Class A seller in Q3 2015 was Soros Fund Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2015.