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Lithia Motors
LAD

Overview Fund Activity

213 hedge funds and large institutions have $2.44B invested in Lithia Motors in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-7
Holders Change %
-3.18%
% of All Funds
5.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
94
Reduced
61
Closed
34
Calls
$6.06M
Puts
$3.92M
Net Calls
+$2.15M
Net Calls Change
+$3.75M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$90.1M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$32M
3
PWAM
3
Park West Asset Management
California
$99.1M
4
MIH
4
Madison Investment Holdings
Wisconsin
$17.3M
5
Millennium Management
5
Millennium Management
New York
$18.3M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$135M
3
KCM
3
Kennedy Capital Management
Missouri
$22.3M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$8.73M
5
BlackRock
5
BlackRock
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$22.4M -$533K -5,658 -2%
KCM
27
Kennedy Capital Management
Missouri
$22.3M -$8.36M -88,725 -27%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$21.2M +$286K +3,038 +1%
WHG
29
Westwood Holdings Group
Texas
$19.4M +$4.96M +52,598 +34%
Millennium Management
30
Millennium Management
New York
$18.3M +$17M +180,771 +1,300%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$17.6M +$869K +9,223 +5%
Principal Financial Group
32
Principal Financial Group
Iowa
$17.3M -$265K -2,807 -2%
MIH
33
Madison Investment Holdings
Wisconsin
$17.3M +$17.3M +183,473 New
Ameriprise
34
Ameriprise
Minnesota
$17.2M +$71K +754 +0.4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$17.1M +$1.55M +16,468 +10%
CCM
36
Copeland Capital Management
Pennsylvania
$15.3M +$2.7M +28,667 +21%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$14.5M -$813K -8,628 -5%
Charles Schwab
38
Charles Schwab
California
$14.3M +$1.29M +13,669 +10%
Capital World Investors
39
Capital World Investors
California
$13.5M – – –
Citadel Advisors
40
Citadel Advisors
Florida
$11.6M +$9.22M +97,800 +386%
Adage Capital Partners
41
Adage Capital Partners
Massachusetts
$11.3M – – –
NAP
42
New Amsterdam Partners
New York
$10.1M +$689K +7,314 +7%
SGCIA
43
Smith Graham & Co Investment Advisors
Texas
$9.63M -$517K -5,490 -5%
William Blair Investment Management
44
William Blair Investment Management
Illinois
$9.54M +$2.62M +27,753 +38%
O
45
OppenheimerFunds
New York
$9.23M +$2.68M +28,426 +41%
PAIM
46
Punch & Associates Investment Management
Minnesota
$9.07M +$17.2K +183 +0.2%
PPA
47
Parametric Portfolio Associates
Washington
$8.75M +$227K +2,409 +3%
Westfield Capital Management
48
Westfield Capital Management
Massachusetts
$8.73M -$8.02M -85,157 -48%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$8.38M -$244K -2,586 -3%
Prudential Financial
50
Prudential Financial
New Jersey
$8.3M +$856K +9,082 +11%
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