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Lithia Motors
LAD

220 hedge funds and large institutions have $2.12B invested in Lithia Motors in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

3% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 77

0% more funds holding

Funds holding: 219 → 220 (+1)

3.27% less ownership

Funds ownership: 106.84% → 103.57% (-3.3%)

12% less capital invested

Capital invested by funds: $2.42B → $2.12B (-$299M)

36% less call options, than puts

Call options by funds: $2.88M | Put options by funds: $4.49M

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
31
Increased
79
Reduced
77
Closed
22
Calls
$2.88M
Puts
$4.49M
Net Calls
-$1.61M
Net Calls Change
-$4.44M

Top Buyers

1
BlackRock
BlackRock
New York
+$281M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$23.5M
3
PWAM
Park West Asset Management
California
+$18.6M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$17.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$16.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$17.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$16.3M
3
CM
Castleark Management
Illinois
-$14M
4
LCM
Lakewood Capital Management
New York
-$12.2M
5
CCI
Columbus Circle Investors
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WRF
226
Waddell & Reed Financial
Kansas
– -$3.61M -37,300 Closed
DCM
227
Driehaus Capital Management
Illinois
– -$3.56M -36,745 Closed
TCM
228
Timpani Capital Management
Wisconsin
– -$1.79M -18,440 Closed
SCA
229
Secor Capital Advisors
New York
– -$969K -10,007 Closed
Verition Fund Management
230
Verition Fund Management
Connecticut
– -$607K -6,265 Closed
NI
231
Numeric Investors
Massachusetts
– -$581K -6,000 Closed
FMT
232
First Mercantile Trust
Tennessee
– -$365K -3,765 Closed
PG
233
PEAK6 Group
Illinois
– -$293K -3,023 Closed
ZDA
234
Zweig-DiMenna Associates
New York
– -$252K -2,600 Closed
Pacer Advisors
235
Pacer Advisors
Pennsylvania
– -$222K -2,290 Closed
CIM
236
CIM Investment Management
Pennsylvania
– -$219K -2,259 Closed
BFEC
237
Benjamin F. Edwards & Company
Missouri
– -$71K -729 Closed
Bessemer Group
238
Bessemer Group
New Jersey
– -$39K -400 Closed
Nomura Asset Management
239
Nomura Asset Management
Japan
– -$15K -160 Closed
PMFA
240
Plante Moran Financial Advisors
Michigan
– -$4K -41 Closed
WTC
241
WhitTier Trust Company
Nevada
– -$4K -40 Closed
6 7 8 9
10

LAD Hedge Fund Activity: Q1 2017 in Review

220 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2017, worth a combined $2.12B — down 12% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LAD positions and 22 closed out — a net gain of 9 holders — while 79 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $17.7M.

  • 220 institutional investors held Lithia Motors (LAD) as of Q1 2017, up from 219 in Q4 2016.
  • Funds reported $2.12B of Lithia Motors stock for Q1 2017, down 12% quarter-over-quarter.
  • 31 funds opened new Lithia Motors positions in Q1 2017 and 22 closed out, a net change of +9 holders.
  • The largest Lithia Motors buyer in Q1 2017 was BlackRock, an estimated $281M added.
  • The largest Lithia Motors seller in Q1 2017 was Citadel Advisors, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2017.