Lithia Motors
254 hedge funds and large institutions have $2.55B invested in Lithia Motors in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 75 reducing their positions, and 28 closing their positions.
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
20% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 75
5% more funds holding
Funds holding: 241 → 254 (+13)
0.73% less ownership
Funds ownership: 106.15% → 105.42% (-0.73%)
12% less capital invested
Capital invested by funds: $2.89B → $2.55B (-$343M)
38% less call options, than puts
Call options by funds: $12.9M | Put options by funds: $20.9M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$29M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$19.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$19.5M |
| 4 |
Goldman Sachs
New York
|
+$15.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$89.7M |
| 2 |
Bank of New York Mellon
New York
|
-$25.6M |
| 3 |
Millennium Management
New York
|
-$24.4M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$16.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$15M |
LAD Hedge Fund Activity: Q1 2018 in Review
254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2018, worth a combined $2.55B — down 12% from $2.89B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new LAD positions and 28 closed out — a net gain of 17 holders — while 90 added to existing stakes and 75 trimmed.
The largest buyer was BlackRock, adding an estimated $29M. The largest seller was AllianceBernstein, cutting an estimated $89.7M.
- 254 institutional investors held Lithia Motors (LAD) as of Q1 2018, up from 241 in Q4 2017.
- Funds reported $2.55B of Lithia Motors stock for Q1 2018, down 12% quarter-over-quarter.
- 45 funds opened new Lithia Motors positions in Q1 2018 and 28 closed out, a net change of +17 holders.
- The largest Lithia Motors buyer in Q1 2018 was BlackRock, an estimated $29M added.
- The largest Lithia Motors seller in Q1 2018 was AllianceBernstein, an estimated $89.7M sold.
Based on aggregated 13F filings for Q1 2018.