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Glenhill Advisors Has Trimmed Lennar (Call) (LEN) Position by $18.57 Million as Valuation Declined; As Adecoagro S A (AGRO) Stock Value Declined, Autonomy Capital LP Has Decreased Stake by $838,425

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Robert Charles Gibbins decreased its stake in Adecoagro S A (AGRO) by 34.22% based on its latest 2018Q1 regulatory filing with the SEC. Autonomy Capital Lp sold 119,775 shares as the company’s stock declined 10.25% with the market. The hedge fund run by Robert Charles Gibbins held 230,225 shares of the farming and seeds and milling company at the end of 2018Q1, valued at $1.73M, down from 350,000 at the end of the previous reported quarter. Autonomy Capital Lp who had been investing in Adecoagro S A for a number of months, seems to be less bullish one the $1.01 billion market cap company. The stock decreased 0.82% or $0.07 during the last trading session, reaching $8.5. About 337,679 shares traded. Adecoagro S.A. (NYSE:AGRO) has declined 27.84% since June 21, 2017 and is downtrending. It has underperformed by 40.41% the S&P500. Some Historical AGRO News: 14/05/2018 – ADECOAGRO 1Q ADJ. EBITDA MARGIN +47.9%; 23/03/2018 – ADECOAGRO IS SAID TO BID FOR ARGENTINE DAIRY CO-OP: LA NACION; 14/05/2018 – Adecoagro recorded 1Q18 Adjusted EBITDA of $61.9 MM, 38.4% higher year over year; 14/05/2018 – ITAU BBA EXITED LTM, AGRO, CZZ, NEXA, GGAL IN 1Q: 13F; 15/05/2018 – Route One Investment Company Buys 1.8% Position in Adecoagro; 14/05/2018 – ADECOAGRO 1Q ADJ EBITDA $61.9M; 13/04/2018 – S&PGR Comments On Adecoagro’s Potential Acquisition Of SanCor; 15/03/2018 ADECOAGRO 4Q ADJ EBITDA $81.3M, EST. $83.2M (2 EST.); 16/05/2018 – Adecoagro Closes Above 50-Day Moving Average: Technicals; 12/04/2018 – SANCOR APPROVES ADECOAGRO TAKEOVER OFFER

Glenn J. Krevlin decreased its stake in Lennar Corp (Call) (LEN) by 30.32% based on its latest 2018Q1 regulatory filing with the SEC. Glenhill Advisors Llc sold 320,219 shares as the company’s stock declined 10.19% with the market. The hedge fund run by Glenn J. Krevlin held 735,800 shares of the homebuilding company at the end of 2018Q1, valued at $43.37 million, down from 1.06M at the end of the previous reported quarter. Glenhill Advisors Llc who had been investing in Lennar Corp (Call) for a number of months, seems to be less bullish one the $16.73B market cap company. The stock decreased 0.46% or $0.24 during the last trading session, reaching $51.99. About 1.36M shares traded. Lennar Corporation (NYSE:LEN) has risen 5.00% since June 21, 2017 and is uptrending. It has underperformed by 7.57% the S&P500. Some Historical LEN News: 04/04/2018 – Lennar Hires Wells Fargo, Deutsche Bank to Advise on Strategic Alternatives for Rialto Capital Unit; 20/03/2018 – LENNAR HOLDER GAMCO SENDS LETTER TO PROXY FIRM ISS; 22/04/2018 – DJ Lennar Corporation Class B, Inst Holders, 1Q 2018 (LEN.B); 23/05/2018 – Amazon is opening “experience showrooms” in Lennar smart homes; 04/04/2018 – LENNAR CORP LEN.N – RECENTLY PASSED FEDERAL TAX ACT CONTINUES TO ADD ADDITIONAL MOMENTUM TO THE ECONOMIC LANDSCAPE – CEO ON CONF CALL; 12/04/2018 – Lennar Names Oper Chief Jon Jaffe to Added President Post; 09/05/2018 – ♫ Reuters Insider – Amazon wants shoppers to try Alexa; 04/04/2018 – LENNAR CORP – “CONTINUE TO REMAIN POSITIVE ON OUTLOOK OF HOUSING INDUSTRY IN GENERAL”; 05/04/2018 – ADVISORY-Ignore dated UBS research alert on Lennar Corp; 12/04/2018 – Lennar Names Beckwitt CEO in Management Shuffle

Among 4 analysts covering Adecoagro S.A. (NYSE:AGRO), 2 have Buy rating, 0 Sell and 2 Hold. Therefore 50% are positive. Adecoagro S.A. had 6 analyst reports since September 28, 2015 according to SRatingsIntel. The company was initiated on Monday, September 28 by JP Morgan. The firm has “Overweight” rating given on Monday, November 23 by Morgan Stanley. The firm has “Neutral” rating by JP Morgan given on Wednesday, April 4. The firm earned “Hold” rating on Wednesday, April 4 by J.P. Morgan. The rating was upgraded by Bank of America on Tuesday, December 15 to “Buy”.

Among 26 analysts covering Lennar (NYSE:LEN), 23 have Buy rating, 0 Sell and 3 Hold. Therefore 88% are positive. Lennar had 75 analyst reports since September 22, 2015 according to SRatingsIntel. The firm has “Buy” rating by M Partners given on Wednesday, October 4. The firm has “Market Perform” rating by Wells Fargo given on Thursday, September 29. M Partners maintained it with “Neutral” rating and $51 target in Monday, December 21 report. KeyBanc Capital Markets maintained Lennar Corporation (NYSE:LEN) on Tuesday, September 26 with “Hold” rating. Keefe Bruyette & Woods maintained Lennar Corporation (NYSE:LEN) on Thursday, December 21 with “Buy” rating. FBR Capital maintained it with “Outperform” rating and $60.0 target in Tuesday, September 22 report. The rating was initiated by Barclays Capital with “Overweight” on Friday, January 6. As per Friday, December 29, the company rating was maintained by Wedbush. As per Thursday, July 13, the company rating was maintained by RBC Capital Markets. Keefe Bruyette & Woods maintained Lennar Corporation (NYSE:LEN) rating on Wednesday, September 21. Keefe Bruyette & Woods has “Outperform” rating and $55 target.

Since January 2, 2018, it had 0 insider buys, and 16 insider sales for $22.28 million activity. The insider JAFFE JONATHAN M sold $1.28 million. $156,884 worth of stock was sold by OLIVERA ARMANDO J on Friday, April 6. BESSETTE DIANE J sold $695,000 worth of stock or 10,000 shares. Another trade for 2,500 shares valued at $157,450 was made by HUDSON SHERRILL W on Friday, April 6. The insider McCall Jeffrey Joseph sold 50,887 shares worth $2.58M. 2,095 shares were sold by SONNENFELD JEFFREY, worth $131,943.

Investors sentiment increased to 2.09 in 2018 Q1. Its up 0.84, from 1.25 in 2017Q4. It is positive, as 50 investors sold LEN shares while 100 reduced holdings. 92 funds opened positions while 221 raised stakes. 274.75 million shares or 32.49% more from 207.37 million shares in 2017Q4 were reported. Envestnet Asset Mgmt has invested 0.01% in Lennar Corporation (NYSE:LEN). Ny State Common Retirement Fund accumulated 637,372 shares or 0.05% of the stock. Wells Fargo & Mn has invested 0.04% of its portfolio in Lennar Corporation (NYSE:LEN). Dreman Value Mngmt L L C stated it has 0.21% in Lennar Corporation (NYSE:LEN). Morgan Stanley stated it has 2.91 million shares or 0.05% of all its holdings. Toth Financial Advisory Corporation holds 0% or 325 shares in its portfolio. Robeco Institutional Asset Management Bv invested in 0.01% or 27,172 shares. Psagot Inv House Limited owns 0.09% invested in Lennar Corporation (NYSE:LEN) for 35,323 shares. Moreover, Quantitative Inv Limited Co has 0.03% invested in Lennar Corporation (NYSE:LEN) for 25,200 shares. Amundi Pioneer Asset Management invested 0.02% of its portfolio in Lennar Corporation (NYSE:LEN). West Oak Ltd Company stated it has 30,218 shares or 0% of all its holdings. Kbc Group Nv has 17,728 shares. Fifth Third Bank & Trust has invested 0% in Lennar Corporation (NYSE:LEN). D E Shaw And has invested 0.06% in Lennar Corporation (NYSE:LEN). Fj Mngmt Lc owns 4,800 shares for 0.03% of their portfolio.

Glenhill Advisors Llc, which manages about $875.54 million US Long portfolio, upped its stake in Houghton Mifflin Harcourt Co (NASDAQ:HMHC) by 145,596 shares to 966,008 shares, valued at $6.71M in 2018Q1, according to the filing. It also increased its holding in Ladder Cap Corp (NYSE:LADR) by 156,906 shares in the quarter, for a total of 2.20 million shares, and has risen its stake in Air Prods & Chems Inc (NYSE:APD).

Lennar Corporation (NYSE:LEN) Institutional Positions Chart

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