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Lithia Motors
LAD

Overview Fund Activity

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.

Holders
207
Holders Change
-16
Holders Change %
-7.17%
% of All Funds
5.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
32
Increased
79
Reduced
74
Closed
46
Calls
$8.46M
Puts
$5.82M
Net Calls
+$2.64M
Net Calls Change
+$3.26M

Top Buyers

1
LCM
1
Lakewood Capital Management
New York
$61.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$43M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$157M
4
Boston Partners
4
Boston Partners
Massachusetts
$38.4M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$130M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
AC
2
Ascend Capital
California
$0
3
PCM
3
Palestra Capital Management
New York
$48.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$55.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$39.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HAI
26
Hennessy Advisors Inc
California
$26.3M 275,418 -39,200 -12%
Wells Fargo
27
Wells Fargo
California
$24.2M 253,575 -514,225 -67%
Ameriprise
28
Ameriprise
Minnesota
$20.8M 217,970 +8,458 +4%
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$20.5M 214,639 – –
WCA
30
Waratah Capital Advisors
Ontario, Canada
$18.8M 196,710 +196,710 New
VFA
31
Virtus Fund Advisers
Connecticut
$18.5M 193,841 +189,950 +4,882%
Bank of America
32
Bank of America
North Carolina
$18.1M 189,563 -52,187 -22%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$17.2M 179,967 +9,620 +6%
Principal Financial Group
34
Principal Financial Group
Iowa
$16.7M 174,598 +3,761 +2%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$16.6M 174,300 -49,700 -22%
CCM
36
Copeland Capital Management
Pennsylvania
$16M 167,863 -9,680 -5%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$16M 167,704 -3,584 -2%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$15.2M 159,004 +2,171 +1%
Capital World Investors
39
Capital World Investors
California
$13.7M 143,000 +49,000 +52%
GIM
40
Granahan Investment Management
Massachusetts
$13M 136,300 +10,300 +8%
WHG
41
Westwood Holdings Group
Texas
$12.8M 133,701 -24,050 -15%
LCP
42
Lombardia Capital Partners
California
$12.6M 132,096 +26,510 +25%
EA
43
Emerald Acquisition
Washington
$12.6M 131,504 -15,334 -10%
Norges Bank
44
Norges Bank
Norway
$12.4M 136,279 -7,050 -5%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$12.4M 129,551 -90,892 -41%
CM
46
Castleark Management
Illinois
$12.3M 129,055 +129,055 New
Charles Schwab
47
Charles Schwab
California
$10.8M 112,632 +5,282 +5%
OCM
48
Oskie Capital Management
New York
$10.5M 110,425 +18,211 +20%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$10.1M 105,356 +500 +0.5%
BIM
50
BlackRock Investment Management
Delaware
$9.48M 99,287 +298 +0.3%
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