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Lithia Motors
LAD

Overview Fund Activity

220 hedge funds and large institutions have $2.12B invested in Lithia Motors in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
31
Increased
79
Reduced
77
Closed
22
Calls
$2.88M
Puts
$4.49M
Net Calls
-$1.61M
Net Calls Change
-$4.44M

Top Buyers

1
BlackRock
1
BlackRock
New York
$249M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$33M
3
PWAM
3
Park West Asset Management
California
$70.9M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$15.2M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$101M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.17M
3
CM
3
Castleark Management
Illinois
$0
4
CCI
4
Columbus Circle Investors
$0
5
LCM
5
Lakewood Capital Management
New York
$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$23.6M +$6.9M +80,605 +41%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$20.9M +$4.06M +47,459 +24%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$19M +$492K +5,744 +3%
Principal Financial Group
29
Principal Financial Group
Iowa
$16M +$1.01M +11,846 +7%
Ameriprise
30
Ameriprise
Minnesota
$15.6M +$1.42M +16,542 +10%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$15.2M +$15.2M +177,758 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$15.2M +$750K +8,752 +5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$14.2M +$3.94M +46,041 +39%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$13.9M +$732K +8,548 +6%
WHG
35
Westwood Holdings Group
Texas
$13.1M +$958K +11,180 +8%
CCM
36
Copeland Capital Management
Pennsylvania
$12.9M -$3.78M -39,254 -23%
Capital World Investors
37
Capital World Investors
California
$12.2M – – –
Charles Schwab
38
Charles Schwab
California
$11.9M +$952K +11,113 +9%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$10.2M -$4.28M -50,000 -29%
SGCIA
40
Smith Graham & Co Investment Advisors
Texas
$9.23M -$168K -1,960 -2%
NAP
41
New Amsterdam Partners
New York
$8.57M -$436K -5,089 -5%
PAIM
42
Punch & Associates Investment Management
Minnesota
$8.23M +$181K +2,118 +2%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$7.84M +$1.06M +12,334 +16%
PPA
44
Parametric Portfolio Associates
Washington
$7.75M +$796K +9,293 +11%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$7.46M -$749K -8,740 -9%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$7.4M +$1.77M +20,633 +31%
BCM
47
BlueCrest Capital Management
Jersey
$6.93M -$2.69M -31,394 -28%
Prudential Financial
48
Prudential Financial
New Jersey
$6.77M -$67.3K -786 -1%
Morgan Stanley
49
Morgan Stanley
New York
$6.36M -$2.16M -25,200 -25%
William Blair Investment Management
50
William Blair Investment Management
Illinois
$6.29M -$461K -5,381 -7%
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