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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

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

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
HEIP
401
Hudson Edge Investment Partners
New Jersey
– -$554K -2,431 Closed
VF
402
Virtu Financial
New York
– -$525K -2,303 Closed
DTL
403
Dynamic Technology Lab
Singapore
– -$491K -2,156 Closed
Connor, Clark & Lunn Investment Management (CC&L)
404
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$427K -1,875 Closed
FC
405
FORA Capital
Florida
– -$418K -1,834 Closed
CC
406
Clearline Capital
New York
– -$410K -1,800 Closed
LOAMU
407
Lombard Odier Asset Management (USA)
New York
– -$394K -1,729 Closed
WCM
408
Weld Capital Management
New York
– -$386K -1,693 Closed
PP
409
PDT Partners
New York
– -$296K -1,300 Closed
TC
410
TwinBeech Capital
New York
– -$279K -1,225 Closed
JF
411
Jump Financial
Illinois
– -$227K -996 Closed
AIC
412
Archer Investment Corporation
Indiana
– -$51.1K -224 Closed
GT
413
Glenmede Trust
Pennsylvania
– -$37K -166 Closed
PFWA
414
Paces Ferry Wealth Advisors
Georgia
– -$31K -137 Closed
NNP
415
Nachman Norwood & Parrott
South Carolina
– -$11K -47 Closed
FHA
416
Flagship Harbor Advisors
Massachusetts
– -$9K -42 Closed
FFA
417
Founders Financial Alliance
North Carolina
– -$9K -38 Closed
AF
418
Advisornet Financial
Minnesota
– -$4K -17 Closed
BWA
419
BDO Wealth Advisors
Florida
– -$2K -7 Closed
Bessemer Group
420
Bessemer Group
New Jersey
– -$1K -4 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.