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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
AI
376
Atom Investors
Texas
– -$2.23M -9,766 Closed
GAM
377
Gotham Asset Management
New York
– -$2.2M -9,649 Closed
RCMC
378
RK Capital Management (Colorado)
Colorado
– -$1.98M -8,700 Closed
TI
379
Trexquant Investment
Connecticut
– -$1.8M -7,899 Closed
SCP
380
Seizert Capital Partners
Michigan
– -$1.45M -6,348 Closed
Tudor Investment Corp
381
Tudor Investment Corp
Connecticut
– -$1.34M -5,861 Closed
DF
382
Donoghue Forlines
Massachusetts
– -$1.29M -5,664 Closed
AL
383
AJO LP
Pennsylvania
– -$1.28M -5,634 Closed
PL
384
Polianta Ltd
Jersey
– -$1.21M -5,300 Closed
WG
385
Winton Group
United Kingdom
– -$1.19M -5,202 Closed
Hudson Bay Capital Management
386
Hudson Bay Capital Management
Connecticut
– -$1.19M -5,200 Closed
EGM
387
Engineers Gate Manager
New York
– -$1.12M -4,917 Closed
ECM
388
ExodusPoint Capital Management
New York
– -$1.09M -4,771 Closed
LCM
389
Laurion Capital Management
New York
– -$1.02M -4,461 Closed
AFS
390
Amtrust Financial Services
New York
– -$912K -4,000 Closed
MAM
391
Martingale Asset Management
Massachusetts
– -$857K -3,756 Closed
Arrowstreet Capital
392
Arrowstreet Capital
Massachusetts
– -$852K -3,739 Closed
Man Group
393
Man Group
United Kingdom
– -$818K -3,588 Closed
SM
394
Sciencast Management
New Jersey
– -$957K -3,485 Closed
MCM
395
Moon Capital Management
New York
– -$707K -3,100 Closed
QC
396
Quadrature Capital
United Kingdom
– -$681K -2,988 Closed
MC
397
Maverick Capital
Texas
– -$678K -2,976 Closed
GCP
398
GSA Capital Partners
United Kingdom
– -$632K -2,774 Closed
Qube Research & Technologies (QRT)
399
Qube Research & Technologies (QRT)
United Kingdom
– -$621K -2,725 Closed
DCM
400
Dupont Capital Management
Delaware
– -$582K -2,554 Closed
13 14 15
16
17

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.