Lithia Motors
389 hedge funds and large institutions have $10B invested in Lithia Motors in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 106 increasing their positions, 175 reducing their positions, and 45 closing their positions.
56% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 45
33% more capital invested
Capital invested by funds: $7.53B → $10B (+$2.47B)
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
6% more funds holding
Funds holding: 367 → 389 (+22)
2.2% less ownership
Funds ownership: 98.7% → 96.5% (-2.2%)
11% less call options, than puts
Call options by funds: $81.3M | Put options by funds: $91.4M
39% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lyrical Asset Management
New York
|
+$193M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$117M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87M |
| 4 |
BlackRock
New York
|
+$64.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$104M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$95.5M |
| 3 |
FAM
Fred Alger Management
New York
|
-$70.7M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$37.3M |
| 5 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$33.1M |
LAD Hedge Fund Activity: Q1 2021 in Review
389 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2021, worth a combined $10B — up 33% from $7.53B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new LAD positions and 45 closed out — a net gain of 25 holders — while 106 added to existing stakes and 175 trimmed.
The largest buyer was Lyrical Asset Management, opening a new position worth an estimated $193M. The largest seller was Dimensional Fund Advisors, cutting an estimated $104M.
- 389 institutional investors held Lithia Motors (LAD) as of Q1 2021, up from 367 in Q4 2020.
- Funds reported $10B of Lithia Motors stock for Q1 2021, up 33% quarter-over-quarter.
- 70 funds opened new Lithia Motors positions in Q1 2021 and 45 closed out, a net change of +25 holders.
- The largest Lithia Motors buyer in Q1 2021 was Lyrical Asset Management, an estimated $193M added.
- The largest Lithia Motors seller in Q1 2021 was Dimensional Fund Advisors, an estimated $104M sold.
Based on aggregated 13F filings for Q1 2021.