We are live on ! Find out more
LAD icon

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
SFPG
326
Stonebridge Financial Planning Group
Florida
$29K – – –
AA
327
Addison Advisors
Vermont
$29K +$27.4K +100 New
CAAS
328
Capital Asset Advisory Services
Michigan
$25K +$23.8K +87 New
QCG
329
Quadrant Capital Group
Ohio
$24K +$547 +2 +3%
QT
330
Quantbot Technologies
New York
$23K -$117K -427 -84%
LF
331
Lee Financial
Texas
$23K – – –
PMFA
332
Plante Moran Financial Advisors
Michigan
$23K – – –
AIL
333
AGF Investments LLC
Ontario, Canada
$20K -$13.1K -48 -41%
GAM
334
Gemmer Asset Management
California
$20K – – –
AIG
335
American International Group
New York
$18.6K +$2.57M +9,385 +17%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$18K +$13.4K +49 +445%
ICP
337
Interchange Capital Partners
Pennsylvania
$18K +$17.2K +63 New
PCM
338
Penserra Capital Management
California
$15K +$5.2K +19 +56%
S
339
SignatureFD
Georgia
$14K -$547 -2 -4%
FTDI
340
First Trust Direct Indexing
Massachusetts
$13K +$12.3K +45 New
GWM
341
Geneos Wealth Management
Colorado
$13K +$13.1K +48 New
SPIA
342
Steward Partners Investment Advisory
New York
$11K – – –
TWA
343
TCI Wealth Advisors
Arizona
$11K – – –
JWM
344
Janiczek Wealth Management
Colorado
$11K +$9.3K +34 +680%
VCG
345
Vantage Consulting Group
Virginia
$10K +$9.3K +34 New
FRA
346
Front Row Advisors
California
$9K – – –
CFGS
347
Concourse Financial Group Securities
Alabama
$8K -$2.73K -10 -27%
IFAM
348
Institutional & Family Asset Management
Colorado
$8K +$7.11K +26 New
BAM
349
Bellevue Asset Management
Washington
$6K -$1.37K -5 -23%
HR
350
Howe & Rusling
New York
$6K -$1.09K -4 -17%
12 13
14
15 16

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.