Landsea Homes
LSEA
LSEA was delisted on the 24th of June, 2025.
105 hedge funds and large institutions have $158M invested in Landsea Homes in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 17 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 29
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
18% more call options, than puts
Call options by funds: $1.89M | Put options by funds: $1.6M
3% more funds holding
Funds holding: 102 → 105 (+3)
0.36% more ownership
Funds ownership: 47.11% → 47.47% (+0.36%)
36% less capital invested
Capital invested by funds: $247M → $158M (-$88.7M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.87M |
| 2 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
+$3.33M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.19M |
| 4 |
VC
Voss Capital
Houston,
Texas
|
+$2.38M |
| 5 |
JP Morgan Chase
New York
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.87M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$2.62M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.54M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.73M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.55M |
LSEA Hedge Fund Activity: Q2 2024 in Review
105 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Landsea Homes (LSEA) for Q2 2024, worth a combined $158M — down 36% from $247M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LSEA positions and 17 closed out — a net gain of 3 holders — while 41 added to existing stakes and 29 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $3.87M. The largest seller was Invesco, cutting an estimated $2.87M.
- 105 institutional investors held Landsea Homes (LSEA) as of Q2 2024, up from 102 in Q1 2024.
- Funds reported $158M of Landsea Homes stock for Q2 2024, down 36% quarter-over-quarter.
- 20 funds opened new Landsea Homes positions in Q2 2024 and 17 closed out, a net change of +3 holders.
- The largest Landsea Homes buyer in Q2 2024 was Wasatch Advisors, an estimated $3.87M added.
- The largest Landsea Homes seller in Q2 2024 was Invesco, an estimated $2.87M sold.
Based on aggregated 13F filings for Q2 2024.