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Lithia Motors
LAD

Overview Fund Activity

251 hedge funds and large institutions have $2.4B invested in Lithia Motors in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 78 reducing their positions, and 30 closing their positions.

Holders
251
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
5.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
95
Reduced
78
Closed
30
Calls
$4.96M
Puts
$9.74M
Net Calls
-$4.78M
Net Calls Change
+$3.21M

Top Buyers

1
ACM
1
Abrams Capital Management
Massachusetts
$98.4M
2
BlackRock
2
BlackRock
New York
$381M
3
WHG
3
Westwood Holdings Group
Texas
$45.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$37.9M
5
PWAM
5
Park West Asset Management
California
$101M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$46.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$13M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$31.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$3.39M
5
Bank of America
5
Bank of America
North Carolina
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$21.1M +$113K +1,194 +0.5%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$20.7M +$1.51M +15,921 +8%
Morgan Stanley
28
Morgan Stanley
New York
$20.3M +$4.7M +49,744 +30%
Charles Schwab
29
Charles Schwab
California
$19.5M +$2.03M +21,449 +12%
Ameriprise
30
Ameriprise
Minnesota
$18.6M +$1.05M +11,073 +6%
Bank of America
31
Bank of America
North Carolina
$18.1M -$17.8M -188,200 -50%
Principal Financial Group
32
Principal Financial Group
Iowa
$17.9M +$117K +1,242 +0.7%
LCM
33
Lakewood Capital Management
New York
$16.5M -$3.31M -35,000 -17%
CCM
34
Copeland Capital Management
Pennsylvania
$16.3M +$1.07M +11,265 +7%
Norges Bank
35
Norges Bank
Norway
$16.2M – – –
Deutsche Bank
36
Deutsche Bank
Germany
$16.1M -$1.07M -11,347 -6%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$14.9M -$4.92M -51,975 -25%
KCM
38
Kennedy Capital Management
Missouri
$13.2M +$184K +1,944 +1%
Goldman Sachs
39
Goldman Sachs
New York
$13M -$59.5M -629,244 -82%
WA
40
Wasatch Advisors
Utah
$12M -$1.34M -14,127 -10%
MOACM
41
Mutual of America Capital Management
New York
$11.7M +$6.01M +63,541 +106%
PPA
42
Parametric Portfolio Associates
Washington
$10.6M +$354K +3,747 +3%
SGCIA
43
Smith Graham & Co Investment Advisors
Texas
$9.54M -$31.2K -330 -0.3%
Millennium Management
44
Millennium Management
New York
$9.01M +$6.22M +65,784 +223%
PAIM
45
Punch & Associates Investment Management
Minnesota
$8.89M -$346K -3,658 -4%
HCM
46
Hodges Capital Management
Texas
$8.88M +$8.88M +93,917 New
PP
47
PDT Partners
New York
$8.37M +$773K +8,172 +10%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$8.04M +$2.17M +22,903 +37%
William Blair Investment Management
49
William Blair Investment Management
Illinois
$7.31M +$767K +8,113 +12%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$7.25M -$580K -6,128 -7%
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