Lithia Motors
207 hedge funds and large institutions have $2.34B invested in Lithia Motors in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 46 closing their positions.
45% more call options, than puts
Call options by funds: $8.46M | Put options by funds: $5.82M
40% more capital invested
Capital invested by funds: $1.67B → $2.34B (+$669M)
6.25% more ownership
Funds ownership: 98.74% → 104.99% (+6.3%)
7% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 74
7% less funds holding
Funds holding: 223 → 207 (-16)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
30% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lakewood Capital Management
New York
|
+$54.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$37.7M |
| 3 |
Bank of New York Mellon
New York
|
+$35.9M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$33.8M |
| 5 |
Neuberger Berman Group
New York
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$43.2M |
| 2 |
AC
Ascend Capital
Orinda,
California
|
-$30.6M |
| 3 |
PCM
Palestra Capital Management
New York
|
-$22.8M |
| 4 |
Goldman Sachs
New York
|
-$15.9M |
| 5 |
JP Morgan Chase
New York
|
-$9.42M |
LAD Hedge Fund Activity: Q3 2016 in Review
207 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2016, worth a combined $2.34B — up 40% from $1.67B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of LAD and 32 opened new positions — a net loss of 14 holders — while 74 trimmed existing stakes and 79 added.
The largest buyer was Lakewood Capital Management, opening a new position worth an estimated $54.2M. The largest seller was Wells Fargo, cutting an estimated $43.2M.
- 207 institutional investors held Lithia Motors (LAD) as of Q3 2016, down from 223 in Q2 2016.
- Funds reported $2.34B of Lithia Motors stock for Q3 2016, up 40% quarter-over-quarter.
- 32 funds opened new Lithia Motors positions in Q3 2016 and 46 closed out, a net change of -14 holders.
- The largest Lithia Motors buyer in Q3 2016 was Lakewood Capital Management, an estimated $54.2M added.
- The largest Lithia Motors seller in Q3 2016 was Wells Fargo, an estimated $43.2M sold.
Based on aggregated 13F filings for Q3 2016.