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Lithia Motors
LAD

Overview Fund Activity

228 hedge funds and large institutions have $2.38B invested in Lithia Motors in 2015 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+15
Holders Change %
+7.04%
% of All Funds
6.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
39
Increased
99
Reduced
61
Closed
21
Calls
$7.22M
Puts
$5.97M
Net Calls
+$1.25M
Net Calls Change
-$329K

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$44.3M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$60M
3
EAM
3
EverPoint Asset Management
Connecticut
$27.9M
4
Wells Fargo
4
Wells Fargo
California
$113M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$15.4M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$9.15M
2
WRF
2
Waddell & Reed Financial
Kansas
$28.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$63.5M
4
AP
4
Alydar Partners
Massachusetts
$3.48M
5
PWAM
5
Park West Asset Management
California
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$29.1M +$2.4M +24,110 +9%
SAM
27
Silvercrest Asset Management
New York
$28.3M +$760K +7,647 +3%
WRF
28
Waddell & Reed Financial
Kansas
$28.3M -$24.8M -249,700 -47%
EAM
29
EverPoint Asset Management
Connecticut
$27.9M +$27.9M +280,455 New
Morgan Stanley
30
Morgan Stanley
New York
$26.9M +$4.6M +46,301 +21%
RCMC
31
RK Capital Management (Colorado)
Colorado
$26.2M +$1.87M +18,800 +8%
PWAM
32
Park West Asset Management
California
$20.4M -$14.4M -145,000 -41%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$19.2M -$155K -1,556 -0.8%
PCM
34
Penn Capital Management
Pennsylvania
$17.4M -$1.69M -17,014 -9%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$16.6M +$1.4M +14,039 +9%
NFA
36
Nationwide Fund Advisors
Ohio
$16.1M +$2.02M +20,358 +14%
OCM
37
Oskie Capital Management
New York
$15.5M +$1.42M +14,251 +10%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$15.4M +$15.4M +154,800 New
Bank of America
39
Bank of America
North Carolina
$15.2M +$888K +8,935 +6%
LI
40
LMCG Investments
Massachusetts
$15.1M +$2.37M +23,801 +19%
Victory Capital Management
41
Victory Capital Management
Texas
$14.7M +$8.1M +81,435 +123%
Principal Financial Group
42
Principal Financial Group
Iowa
$14.5M +$309K +3,112 +2%
RFC
43
Russell Frank Company
Washington
$14.1M +$1.89M +18,976 +15%
HRCM
44
Hood River Capital Management
Florida
$13.1M +$13.1M +131,582 New
MAA
45
Managed Account Advisors
New Jersey
$13M +$3.83M +38,558 +42%
Geode Capital Management
46
Geode Capital Management
Massachusetts
$12.8M +$495K +4,982 +4%
RCAMU
47
Rothschild & Co Asset Management US
Connecticut
$12.6M +$254K +2,553 +2%
Ameriprise
48
Ameriprise
Minnesota
$11.2M -$4.66M -46,855 -29%
ACM
49
Apex Capital Management
Ohio
$10.8M +$2.38M +23,957 +28%
SGCIA
50
Smith Graham & Co Investment Advisors
Texas
$10.6M -$11.9K -120 -0.1%
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