Lithia Motors
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.6M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$23.7M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$22.9M |
| 4 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$21.5M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
-$22.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.5M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$19M |
| 4 |
BlackRock
New York
|
-$15.5M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$15.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
301
Advisors Asset Management
Monument,
Colorado
| – | -$1K | -10 | Closed |
|
|
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$409 | -5 | Closed |
|
303
Group One Trading
Chicago,
Illinois
| – | -$572 | -5 | Closed |
|
|
PFO
304
Pathstone Family Office
Englewood,
New Jersey
| – | +$458 | +4 | New |
|
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.