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Lithia Motors
LAD

Overview Fund Activity

251 hedge funds and large institutions have $2.4B invested in Lithia Motors in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
5.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
95
Reduced
78
Closed
30
Calls
$4.96M
Puts
$9.74M
Net Calls
-$4.78M
Net Calls Change
+$3.21M

Top Buyers

1
ACM
Abrams Capital Management
Massachusetts
$98.4M
2
BlackRock
BlackRock
New York
$381M
3
WHG
Westwood Holdings Group
Texas
$45.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$37.9M
5
PWAM
Park West Asset Management
California
$101M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$46.3M
2
Goldman Sachs
Goldman Sachs
New York
$13M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$31.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
$3.39M
5
Bank of America
Bank of America
North Carolina
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
226
Central Trust Company
Missouri
$9K +$989 +10 +12%
IWP
227
Icon Wealth Partners
Texas
$9K +$9K +94 New
LF
228
Lee Financial
Texas
$8K – – –
GAM
229
Gemmer Asset Management
California
$8K – – –
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$8K +$8K +89 New
SIAS
231
Shine Investment Advisory Services
Colorado
$7K – – –
AIM
232
Advantage Investment Management
Iowa
$7K – – –
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.6K +18 +30%
AC
234
Avestar Capital
New York
$5K – – –
JA
235
JOYN Advisors
Georgia
$5K – – –
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +52 New
Group One Trading
237
Group One Trading
Illinois
$4K +$4K +41 New
FPFS
238
First Personal Financial Services
North Carolina
$3K – – –
ACS
239
Archford Capital Strategies
Illinois
$3K – – –
QCG
240
Quadrant Capital Group
Ohio
$2K -$1.13K -18 -36%
TWA
241
TCI Wealth Advisors
Arizona
$2K +$1.18K +10 +143%
ST
242
Smithfield Trust
Pennsylvania
$1K – – –
AF
243
Allworth Financial
California
$1K – – –
S
244
SignatureFD
Georgia
$1K – – –
QI
245
QS Investors
New York
$1K – – –
SFM
246
Signet Financial Management
New Jersey
$1K +$1K +9 New
TFS
247
TrustCore Financial Services
Tennessee
$1K +$1K +15 New
FRA
248
Front Row Advisors
California
$4 – – –
Westfield Capital Management
249
Westfield Capital Management
Massachusetts
– -$17.5M -174,149 Closed
Capital World Investors
250
Capital World Investors
California
– -$14.4M -143,000 Closed
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