Lithia Motors
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.6M |
| 2 |
TCM
Tensile Capital Management
Larkspur,
California
|
+$14.1M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$10.4M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$7.01M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$5.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$16M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$15.8M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$14.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$13.6M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$11.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAM
251
Integre Asset Management
New York
| – | -$223K | -2,924 | Closed |
|
|
DTL
252
Dynamic Technology Lab
Singapore
| – | -$206K | -2,700 | Closed |
|
253
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$170K | -2,221 | Closed |
|
|
QFA
254
Quattro Financial Advisors
The Woodlands,
Texas
| – | -$85.2K | -1,000 | Closed |
|
|
MOS
255
MGO One Seven
Beachwood,
Ohio
| – | -$8K | -114 | Closed |
|
256
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7K | -86 | Closed |
|
|
WAS
257
WESPAC Advisors SoCal
Pasadena,
California
| – | -$4K | -58 | Closed |
|
|
JA
258
JOYN Advisors
Atlanta,
Georgia
| – | -$4K | -54 | Closed |
|
|
PWMG
259
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1K | -10 | Closed |
|
|
QI
260
QS Investors
New York
| – | -$1K | -6 | Closed |
|
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.