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Lithia Motors
LAD

367 hedge funds and large institutions have $7.53B invested in Lithia Motors in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 115 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $5.1B → $7.53B (+$2.42B)

36% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $68.7M

23% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 115

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

4% more funds holding

Funds holding: 353 → 367 (+14)

1.26% less ownership

Funds ownership: 99.96% → 98.7% (-1.3%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
6.49%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
75
Increased
141
Reduced
115
Closed
55
Calls
$93.5M
Puts
$68.7M
Net Calls
+$24.8M
Net Calls Change
-$5.55M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$167M
2
FAM
Fred Alger Management
New York
+$118M
3
Invesco
Invesco
Georgia
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.7M
5
American Century Companies
American Century Companies
Missouri
+$74.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$43M
2
PWAM
Park West Asset Management
California
-$30.3M
3
NCA
Newbrook Capital Advisors
New York
-$28.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.9M
5
Boston Partners
Boston Partners
Massachusetts
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
251
Cubist Systematic Strategies
Connecticut
$367K -$7.95M -29,057 -96%
Acadian Asset Management
252
Acadian Asset Management
Massachusetts
$365K +$172K +630 +102%
Robeco Institutional Asset Management
253
Robeco Institutional Asset Management
Netherlands
$364K -$429K -1,568 -56%
SSWM
254
Sheets Smith Wealth Management
North Carolina
$355K +$332K +1,212 New
SCM
255
Silvant Capital Management
Georgia
$349K – – –
SFI
256
Susquehanna Fundamental Investments
Pennsylvania
$348K +$326K +1,190 New
ACI
257
AMP Capital Investors
Australia
$345K -$308K -1,127 -49%
AC
258
Apogem Capital
New York
$335K +$313K +1,146 New
FIM
259
Freedom Investment Management
Connecticut
$334K -$327K -1,197 -51%
State of Wisconsin Investment Board
260
State of Wisconsin Investment Board
Wisconsin
$322K -$109K -400 -27%
BCM
261
Bayesian Capital Management
New York
$320K +$299K +1,094 New
AA
262
ALPS Advisors
Colorado
$318K -$9.03K -33 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
263
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$307K – – –
TFA
264
Toth Financial Advisory
Virginia
$307K +$287K +1,050 New
GHA
265
GW Henssler & Associates
Georgia
$303K -$3.83K -14 -1%
William Blair & Company
266
William Blair & Company
Illinois
$301K -$2.73K -10 -1%
CCM
267
Coldstream Capital Management
Washington
$299K -$821 -3 -0.3%
MYIA
268
Mount Yale Investment Advisors
Colorado
$299K +$280K +1,023 New
NA
269
Navellier & Associates
Nevada
$297K -$22.4K -82 -7%
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$291K +$84.8K +310 +45%
II
271
Inspire Investing
Idaho
$290K +$271K +992 New
BDF
272
Balasa Dinverno & Foltz
$285K +$266K +974 New
CI
273
Cigna Investments
Connecticut
$284K +$265K +969 New
BCM
274
BTC Capital Management
Iowa
$275K -$45.7K -167 -15%
Rafferty Asset Management
275
Rafferty Asset Management
New York
$268K -$518K -1,894 -67%
9 10
11
12 13

LAD Hedge Fund Activity: Q4 2020 in Review

367 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2020, worth a combined $7.53B — up 48% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LAD positions and 55 closed out — a net gain of 20 holders — while 141 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $43M.

  • 367 institutional investors held Lithia Motors (LAD) as of Q4 2020, up from 353 in Q3 2020.
  • Funds reported $7.53B of Lithia Motors stock for Q4 2020, up 48% quarter-over-quarter.
  • 75 funds opened new Lithia Motors positions in Q4 2020 and 55 closed out, a net change of +20 holders.
  • The largest Lithia Motors buyer in Q4 2020 was BlackRock, an estimated $167M added.
  • The largest Lithia Motors seller in Q4 2020 was JP Morgan Chase, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2020.