Lithia Motors
403 hedge funds and large institutions have $9.75B invested in Lithia Motors in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 153 increasing their positions, 135 reducing their positions, and 47 closing their positions.
36% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 47
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
13% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 135
4% more funds holding
Funds holding: 389 → 403 (+14)
1% less call options, than puts
Call options by funds: $144M | Put options by funds: $144M
0.91% less ownership
Funds ownership: 96.5% → 95.59% (-0.91%)
2% less capital invested
Capital invested by funds: $10B → $9.75B (-$248M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$178M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$174M |
| 3 |
Millennium Management
New York
|
+$134M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$130M |
| 5 |
SCA
Southpoint Capital Advisors
New York
|
+$64.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$172M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$78.7M |
| 3 |
Goldman Sachs
New York
|
-$52.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$52.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$47.6M |
LAD Hedge Fund Activity: Q2 2021 in Review
403 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2021, worth a combined $9.75B — down 2.5% from $10B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new LAD positions and 47 closed out — a net gain of 17 holders — while 153 added to existing stakes and 135 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $178M. The largest seller was BlackRock, cutting an estimated $172M.
- 403 institutional investors held Lithia Motors (LAD) as of Q2 2021, up from 389 in Q1 2021.
- Funds reported $9.75B of Lithia Motors stock for Q2 2021, down 2.5% quarter-over-quarter.
- 64 funds opened new Lithia Motors positions in Q2 2021 and 47 closed out, a net change of +17 holders.
- The largest Lithia Motors buyer in Q2 2021 was Fred Alger Management, an estimated $178M added.
- The largest Lithia Motors seller in Q2 2021 was BlackRock, an estimated $172M sold.
Based on aggregated 13F filings for Q2 2021.