Landsea Homes
LSEA
LSEA was delisted on the 24th of June, 2025.
130 hedge funds and large institutions have $209M invested in Landsea Homes in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 20 closing their positions.
50% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 20
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
18.07% more ownership
Funds ownership: 49.66% → 67.73% (+18%)
8% more funds holding
Funds holding: 120 → 130 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less capital invested
Capital invested by funds: $222M → $209M (-$13.5M)
52% less call options, than puts
Call options by funds: $170K | Put options by funds: $351K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$15.4M |
| 2 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
+$9.76M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$9.21M |
| 4 |
NC
Nokomis Capital
Dallas,
Texas
|
+$6.02M |
| 5 |
VC
Voss Capital
Houston,
Texas
|
+$5.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.91M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$2.9M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$2.67M |
| 4 |
JP Morgan Chase
New York
|
-$1.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
LSEA Hedge Fund Activity: Q4 2024 in Review
130 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Landsea Homes (LSEA) for Q4 2024, worth a combined $209M — down 6.1% from $222M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LSEA positions and 20 closed out — a net gain of 10 holders — while 48 added to existing stakes and 33 trimmed.
The largest buyer was BlackRock, adding an estimated $15.4M. The largest seller was Invesco, cutting an estimated $2.91M.
- 130 institutional investors held Landsea Homes (LSEA) as of Q4 2024, up from 120 in Q3 2024.
- Funds reported $209M of Landsea Homes stock for Q4 2024, down 6.1% quarter-over-quarter.
- 30 funds opened new Landsea Homes positions in Q4 2024 and 20 closed out, a net change of +10 holders.
- The largest Landsea Homes buyer in Q4 2024 was BlackRock, an estimated $15.4M added.
- The largest Landsea Homes seller in Q4 2024 was Invesco, an estimated $2.91M sold.
Based on aggregated 13F filings for Q4 2024.