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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
RBFC
276
Roman Butler Fullerton & Co
Missouri
$262K +$245K +894 New
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$259K – – –
V
278
Veritable
Delaware
$253K -$18.9K -69 -7%
ACM
279
AlphaCrest Capital Management
New York
$252K -$833K -3,046 -78%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$249K +$136K +498 +141%
SI
281
Stephens Inc
Arkansas
$244K +$228K +834 New
PMA
282
Prudent Man Advisors
Illinois
$240K -$181K -663 -45%
CCIA
283
Campbell & Co Investment Adviser
Maryland
$239K -$821K -3,000 -79%
B
284
Bailard
California
$234K -$27.4K -100 -11%
AT
285
Arden Trust
Delaware
$234K +$218K +797 New
BCM
286
Bridgeway Capital Management
Texas
$234K +$219K +800 New
AA
287
AQR Arbitrage
Connecticut
$223K +$210K +768 New
QSS
288
Quantitative Systematic Strategies
Florida
$220K +$206K +752 New
MFG
289
Magnus Financial Group
New York
$210K +$196K +717 New
H
290
Hexavest
Quebec, Canada
$208K -$524K -1,916 -73%
TA
291
Teton Advisors
New York
$205K -$1.45M -5,300 -88%
OAM
292
Origin Asset Management
United Kingdom
$204K +$191K +698 New
CAM
293
Cresset Asset Management
Illinois
$203K +$190K +694 New
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$163K +$28.4K +104 +23%
FFG
295
Fortem Financial Group
California
$159K +$148K +542 New
LGA
296
Lebenthal Global Advisors
New York
$154K +$144K +527 New
FMT
297
First Mercantile Trust
Tennessee
$145K +$118K +431 +663%
Lazard Asset Management
298
Lazard Asset Management
New York
$143K – – –
PWPS
299
Pinnacle Wealth Planning Services
Ohio
$136K +$127K +466 New
ADIM
300
Alpha DNA Investment Management
Maryland
$131K +$123K +450 New
10 11
12
13 14

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.