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Lithia Motors
LAD

266 hedge funds and large institutions have $3.56B invested in Lithia Motors in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 83 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 3 → 12 (+9)

108% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $9.84M

89% more capital invested

Capital invested by funds: $1.89B → $3.56B (+$1.67B)

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

5% more funds holding

Funds holding: 254 → 266 (+12)

4.34% more ownership

Funds ownership: 101.44% → 105.78% (+4.3%)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 97

Holders
266
Holders Change
+12
Holders Change %
+4.72%
% of All Funds
5.45%
Holding in Top 10
12
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+300%
% of All Funds
0.25%
New
54
Increased
83
Reduced
97
Closed
41
Calls
$20.5M
Puts
$9.84M
Net Calls
+$10.7M
Net Calls Change
+$7.95M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.6M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$23.7M
3
SAM
Scopus Asset Management
New York
+$22.9M
4
PWAM
Park West Asset Management
California
+$21.5M
5
IAM
Impala Asset Management
Florida
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
EC
Eminence Capital
New York
-$22.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$19.5M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$19M
4
BlackRock
BlackRock
New York
-$15.5M
5
Boston Partners
Boston Partners
Massachusetts
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
251
Concourse Financial Group Securities
Alabama
$3K -$1.37K -12 -41%
AF
252
Advisornet Financial
Minnesota
$3K – – –
HIA
253
Harbor Investment Advisory
Maryland
$3K +$2.06K +18 New
MIM
254
Macroview Investment Management
Maryland
$3K +$2.29K +20 New
AF
255
Allworth Financial
California
$2K -$343 -3 -23%
CFA
256
Carroll Financial Associates
North Carolina
$2K – – –
SFS
257
Sowell Financial Services
Arkansas
$2K – – –
CCA
258
Column Capital Advisors
Indiana
$2K +$2.06K +18 New
CAW
259
Cornerstone Advisors (Washington)
Washington
$1K -$916 -8 -67%
PWMG
260
Prestige Wealth Management Group
New Jersey
$1K -$229 -2 -20%
VCM
261
Versant Capital Management
Arizona
$1K – – –
MAM
262
Meeder Asset Management
Ohio
$1K +$458 +4 New
TI
263
tru Independence
Oregon
$2 – – –
EC
264
Eminence Capital
New York
– -$22.3M -272,687 Closed
WA
265
Wasatch Advisors
Utah
– -$9.31M -113,828 Closed
MWNA
266
Marshall Wace North America
New York
– -$3.92M -47,896 Closed
Renaissance Technologies
267
Renaissance Technologies
New York
– -$2.77M -33,800 Closed
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
– -$2.13M -26,044 Closed
Squarepoint
269
Squarepoint
New York
– -$1.73M -21,166 Closed
MSL
270
Mackay Shields LLC
New York
– -$1.58M -19,300 Closed
EGM
271
Engineers Gate Manager
New York
– -$1.14M -13,929 Closed
Capital Fund Management (CFM)
272
Capital Fund Management (CFM)
France
– -$968K -11,835 Closed
Balyasny Asset Management
273
Balyasny Asset Management
Illinois
– -$742K -9,073 Closed
QIM
274
Quantitative Investment Management
Virginia
– -$647K -7,912 Closed
OAM
275
Origin Asset Management
United Kingdom
– -$618K -7,551 Closed
9 10
11
12 13

LAD Hedge Fund Activity: Q2 2020 in Review

266 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2020, worth a combined $3.56B — up 89% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new LAD positions and 41 closed out — a net gain of 13 holders — while 83 added to existing stakes and 97 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.6M. The largest seller was Eminence Capital, exiting entirely with an estimated $22.3M sold.

  • 266 institutional investors held Lithia Motors (LAD) as of Q2 2020, up from 254 in Q1 2020.
  • Funds reported $3.56B of Lithia Motors stock for Q2 2020, up 89% quarter-over-quarter.
  • 54 funds opened new Lithia Motors positions in Q2 2020 and 41 closed out, a net change of +13 holders.
  • The largest Lithia Motors buyer in Q2 2020 was Fidelity Investments, an estimated $26.6M added.
  • The largest Lithia Motors seller in Q2 2020 was Eminence Capital, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.