Landsea Homes
LSEA
LSEA was delisted on the 24th of June, 2025.
96 hedge funds and large institutions have $117M invested in Landsea Homes in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 5 closing their positions.
500% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 5
90% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more capital invested
Capital invested by funds: $81.3M → $117M (+$35.2M)
32% more funds holding
Funds holding: 73 → 96 (+23)
11.49% more ownership
Funds ownership: 21.86% → 33.36% (+11%)
100% less call options, than puts
Call options by funds: $3K | Put options by funds: $879K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$7.23M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.54M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.1M |
| 4 |
GC
Gratia Capital
Los Angeles,
California
|
+$3.86M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.12M |
| 2 |
FWC
First Washington Corp
Seattle,
Washington
|
-$1.12M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$890K |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$669K |
| 5 |
BMCM
Black Maple Capital Management
Milwaukee,
Wisconsin
|
-$653K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jane Street
New York
| – | -$125K | -13,378 | Closed |
|
LSEA Hedge Fund Activity: Q3 2023 in Review
96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Landsea Homes (LSEA) for Q3 2023, worth a combined $117M — up 43% from $81.3M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LSEA positions and 5 closed out — a net gain of 25 holders — while 40 added to existing stakes and 21 trimmed.
The largest buyer was B. Riley Financial, adding an estimated $7.23M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $1.12M sold.
- 96 institutional investors held Landsea Homes (LSEA) as of Q3 2023, up from 73 in Q2 2023.
- Funds reported $117M of Landsea Homes stock for Q3 2023, up 43% quarter-over-quarter.
- 30 funds opened new Landsea Homes positions in Q3 2023 and 5 closed out, a net change of +25 holders.
- The largest Landsea Homes buyer in Q3 2023 was B. Riley Financial, an estimated $7.23M added.
- The largest Landsea Homes seller in Q3 2023 was Balyasny Asset Management, an estimated $1.12M sold.
Based on aggregated 13F filings for Q3 2023.