We are live on ! Find out more
LAD icon

Lithia Motors
LAD

231 hedge funds and large institutions have $2.26B invested in Lithia Motors in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $6.04M

21% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 70

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

19% more capital invested

Capital invested by funds: $1.89B → $2.26B (+$361M)

2% more funds holding

Funds holding: 226 → 231 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.41% less ownership

Funds ownership: 110.22% → 108.81% (-1.4%)

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
85
Reduced
70
Closed
29
Calls
$7.52M
Puts
$6.04M
Net Calls
+$1.49M
Net Calls Change
-$25.6M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.6M
2
TCM
Tensile Capital Management
California
+$14.1M
3
TSW
Thompson Siegel & Walmsley
Virginia
+$10.4M
4
WA
Wasatch Advisors
Utah
+$7.01M
5
Prudential Financial
Prudential Financial
New Jersey
+$5.89M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$16M
2
PWAM
Park West Asset Management
California
-$15.8M
3
SAM
Silvercrest Asset Management
New York
-$14.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
5
SAM
Scopus Asset Management
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
226
Rehmann Capital Advisory Group
Michigan
$1.58K – – –
AF
227
Allworth Financial
California
$1K +$261 +3 +30%
FGAM
228
Financial Gravity Asset Management
Texas
$1K +$522 +6 New
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$1K +$783 +9 New
CAW
230
Cornerstone Advisors (Washington)
Washington
$1K +$1.04K +12 New
GT
231
Glenmede Trust
Pennsylvania
$8 – – –
KHCM
232
Kettle Hill Capital Management
New York
– -$4.3M -56,354 Closed
Hudson Bay Capital Management
233
Hudson Bay Capital Management
Connecticut
– -$4.2M -55,054 Closed
EGM
234
Engineers Gate Manager
New York
– -$2.95M -38,681 Closed
MWNA
235
Marshall Wace North America
New York
– -$2.38M -31,248 Closed
SCA
236
Secor Capital Advisors
New York
– -$1.94M -25,466 Closed
Nomura Holdings
237
Nomura Holdings
Japan
– -$1.56M -20,514 Closed
SEC
238
Seven Eight Capital
New York
– -$1.53M -20,100 Closed
CIC
239
Chilton Investment Company
Connecticut
– -$1.1M -14,358 Closed
Marshall Wace
240
Marshall Wace
United Kingdom
– -$782K -10,250 Closed
Two Sigma Advisers
241
Two Sigma Advisers
New York
– -$782K -10,239 Closed
Wolverine Trading
242
Wolverine Trading
Illinois
– -$723K -9,602 Closed
FRM
243
Fox Run Management
Connecticut
– -$416K -5,452 Closed
Simplex Trading
244
Simplex Trading
Illinois
– -$451K -5,188 Closed
TAM
245
THB Asset Management
Connecticut
– -$372K -4,874 Closed
VRS
246
Virginia Retirement Systems
Virginia
– -$351K -4,600 Closed
Two Sigma Investments
247
Two Sigma Investments
New York
– -$322K -4,224 Closed
PTC
248
Petrus Trust Company
Texas
– -$322K -4,213 Closed
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
– -$355K -4,083 Closed
BCM
250
BlueCrest Capital Management
Jersey
– -$226K -2,963 Closed
7 8 9
10
11

LAD Hedge Fund Activity: Q1 2019 in Review

231 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2019, worth a combined $2.26B — up 19% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LAD positions and 29 closed out — a net gain of 6 holders — while 85 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $17.6M. The largest seller was Aberdeen Group, cutting an estimated $16M.

  • 231 institutional investors held Lithia Motors (LAD) as of Q1 2019, up from 226 in Q4 2018.
  • Funds reported $2.26B of Lithia Motors stock for Q1 2019, up 19% quarter-over-quarter.
  • 35 funds opened new Lithia Motors positions in Q1 2019 and 29 closed out, a net change of +6 holders.
  • The largest Lithia Motors buyer in Q1 2019 was Fidelity Investments, an estimated $17.6M added.
  • The largest Lithia Motors seller in Q1 2019 was Aberdeen Group, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2019.