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Lithia Motors
LAD

Overview Fund Activity

250 hedge funds and large institutions have $2.72B invested in Lithia Motors in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 101 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+22
Holders Change %
+9.65%
% of All Funds
6.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
39
Increased
78
Reduced
101
Closed
14
Calls
$24.7M
Puts
$2.29M
Net Calls
+$22.4M
Net Calls Change
+$21.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$69.8M
2
O
OppenheimerFunds
New York
$37.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$102M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24.1M
5
AC
Amici Capital
New York
$15.9M

Top Sellers

1
GCM
Glenview Capital Management
New York
$99.6M
2
EAM
EverPoint Asset Management
Connecticut
$1.7M
3
PCM
Palestra Capital Management
New York
$40M
4
WRF
Waddell & Reed Financial
Kansas
$12.3M
5
TCM
TimesSquare Capital Management
New York
$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$34.5M -$4.26M -37,667 -11%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$33.2M -$644K -5,692 -2%
NAP
28
New Amsterdam Partners
New York
$32.3M -$3.67M -32,466 -10%
KCM
29
Kennedy Capital Management
Missouri
$31.4M -$5.8M -51,277 -16%
PWAM
30
Park West Asset Management
California
$25.4M +$2.24M +19,804 +10%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$24.6M +$2.74M +24,200 +12%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$24.1M +$24.1M +213,015 New
Bank of America
33
Bank of America
North Carolina
$23.9M +$6.68M +58,991 +39%
Morgan Stanley
34
Morgan Stanley
New York
$21.7M -$8.89M -78,548 -29%
NFA
35
Nationwide Fund Advisors
Ohio
$20.1M +$1.78M +15,706 +10%
RCMC
36
RK Capital Management (Colorado)
Colorado
$20.1M -$9.77M -86,300 -33%
RFC
37
Russell Frank Company
Washington
$19.6M +$3.53M +31,228 +22%
Ameriprise
38
Ameriprise
Minnesota
$18.2M +$5.47M +48,371 +43%
Victory Capital Management
39
Victory Capital Management
Texas
$17.7M +$995K +8,794 +6%
HRCM
40
Hood River Capital Management
Florida
$17.6M +$2.75M +24,294 +18%
CCM
41
Copeland Capital Management
Pennsylvania
$17.2M +$5.31M +46,937 +45%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$16.3M -$2.5M -22,096 -13%
Principal Financial Group
43
Principal Financial Group
Iowa
$16.2M -$247K -2,187 -2%
OCM
44
Oskie Capital Management
New York
$16M -$1.57M -13,910 -9%
AC
45
Amici Capital
New York
$15.9M +$15.9M +140,816 New
CCMLC
46
Cardinal Capital Management LLC (Connecticut)
Connecticut
$15.7M +$4.15M +36,633 +36%
MAA
47
Managed Account Advisors
New Jersey
$15.1M +$342K +3,026 +2%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$15M +$452K +3,996 +3%
RCAMU
49
Rothschild & Co Asset Management US
Connecticut
$14.7M +$379K +3,353 +3%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$14.2M -$3.32M -29,379 -19%
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