Lithia Motors
254 hedge funds and large institutions have $1.89B invested in Lithia Motors in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 99 reducing their positions, and 82 closing their positions.
48% more call options, than puts
Call options by funds: $8.41M | Put options by funds: $5.69M
0.42% less ownership
Funds ownership: 101.86% → 101.44% (-0.42%)
11% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 99
19% less funds holding
Funds holding: 313 → 254 (-59)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
44% less capital invested
Capital invested by funds: $3.39B → $1.89B (-$1.5B)
70% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$42.2M |
| 2 |
Goldman Sachs
New York
|
+$39.7M |
| 3 |
EC
Eminence Capital
New York
|
+$32.9M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$28.1M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$31.4M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$23.2M |
| 3 |
Man Group
London,
United Kingdom
|
-$19.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$19.3M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$15.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$14.5K | -120 | -96% |
|
|
AP
327
Americana Partners
Houston,
Texas
| – | -$9K | -68 | Closed |
|
|
ACM
328
Allred Capital Management
Dallas,
Texas
| – | -$5.29K | -36 | Closed |
|
|
HGWM
329
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$3.38K | -28 | -88% |
|
|
JSC
330
Jackson Square Capital
San Francisco,
California
| – | -$4K | -25 | Closed |
|
|
CI
331
Cordant Inc
Portland,
Oregon
| – | -$3K | -19 | Closed |
|
|
MIM
332
Macroview Investment Management
Bethesda,
Maryland
| – | -$3K | -18 | Closed |
|
|
TWA
333
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -16 | Closed |
|
|
APA
334
American Portfolios Advisors
Holbrook,
New York
| – | -$1.18K | -8 | Closed |
|
|
PA
335
Parallel Advisors
San Francisco,
California
| – | -$1K | -7 | Closed |
|
|
AT
336
Arden Trust
Wilmington,
Delaware
| – | +$241 | +2 | New |
|
LAD Hedge Fund Activity: Q1 2020 in Review
254 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2020, worth a combined $1.89B — down 44% from $3.39B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of LAD and 25 opened new positions — a net loss of 57 holders — while 99 trimmed existing stakes and 88 added.
The largest buyer was Park West Asset Management, opening a new position worth an estimated $42.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $31.4M sold.
- 254 institutional investors held Lithia Motors (LAD) as of Q1 2020, down from 313 in Q4 2019.
- Funds reported $1.89B of Lithia Motors stock for Q1 2020, down 44% quarter-over-quarter.
- 25 funds opened new Lithia Motors positions in Q1 2020 and 82 closed out, a net change of -57 holders.
- The largest Lithia Motors buyer in Q1 2020 was Park West Asset Management, an estimated $42.2M added.
- The largest Lithia Motors seller in Q1 2020 was Lord, Abbett & Co, an estimated $31.4M sold.
Based on aggregated 13F filings for Q1 2020.