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Lithia Motors
LAD

231 hedge funds and large institutions have $2.26B invested in Lithia Motors in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $6.04M

21% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 70

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

19% more capital invested

Capital invested by funds: $1.89B → $2.26B (+$361M)

2% more funds holding

Funds holding: 226 → 231 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.41% less ownership

Funds ownership: 110.22% → 108.81% (-1.4%)

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
85
Reduced
70
Closed
29
Calls
$7.52M
Puts
$6.04M
Net Calls
+$1.49M
Net Calls Change
-$25.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.6M
2
TCM
Tensile Capital Management
California
+$14.1M
3
TSW
Thompson Siegel & Walmsley
Virginia
+$10.4M
4
WA
Wasatch Advisors
Utah
+$7.01M
5
Prudential Financial
Prudential Financial
New Jersey
+$5.89M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$16M
2
PWAM
Park West Asset Management
California
-$15.8M
3
SAM
Silvercrest Asset Management
New York
-$14.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
5
SAM
Scopus Asset Management
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$17.3M +$4.25M +48,858 +35%
Principal Financial Group
27
Principal Financial Group
Iowa
$17M -$319K -3,672 -2%
MOACM
28
Mutual of America Capital Management
New York
$15.8M +$892K +10,252 +6%
ClearBridge Investments
29
ClearBridge Investments
New York
$15.3M +$477K +5,480 +3%
Prudential Financial
30
Prudential Financial
New Jersey
$15.1M +$5.89M +67,723 +71%
TCM
31
Tensile Capital Management
California
$15M +$14.1M +161,700 New
SAM
32
Silvercrest Asset Management
New York
$14.4M -$14.3M -164,264 -51%
TCIM
33
TIAA CREF Investment Management
New York
$14.1M +$90.6K +1,041 +0.7%
Charles Schwab
34
Charles Schwab
California
$13.9M -$7.74M -88,947 -37%
Bank of America
35
Bank of America
North Carolina
$12.3M +$5.48M +62,993 +90%
Goldman Sachs
36
Goldman Sachs
New York
$12.3M -$8.2M -94,299 -41%
PPA
37
Parametric Portfolio Associates
Washington
$12.3M +$1.89M +21,760 +20%
TSW
38
Thompson Siegel & Walmsley
Virginia
$11.1M +$10.4M +119,252 New
TC
39
Tyvor Capital
Illinois
$9.46M +$5.34M +61,398 +151%
PAIM
40
Punch & Associates Investment Management
Minnesota
$9M +$173K +1,983 +2%
Morgan Stanley
41
Morgan Stanley
New York
$8.65M +$1.89M +21,678 +30%
SGCIA
42
Smith Graham & Co Investment Advisors
Texas
$8.6M -$87.9K -1,010 -1%
Millennium Management
43
Millennium Management
New York
$7.97M -$5.05M -58,105 -40%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.7M +$1.62M +18,594 +29%
RCMC
45
RK Capital Management (Colorado)
Colorado
$6.85M -$6.97M -80,138 -52%
O
46
OppenheimerFunds
New York
$6.75M -$976K -11,219 -13%
Invesco
47
Invesco
Georgia
$6.51M +$170K +1,954 +3%
SAM
48
Scopus Asset Management
New York
$6.49M -$11.5M -132,733 -65%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$6.49M +$29.5K +339 +0.5%
Legal & General Group
50
Legal & General Group
United Kingdom
$6.08M +$449K +5,156 +9%
1
2
3 4 5

LAD Hedge Fund Activity: Q1 2019 in Review

231 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2019, worth a combined $2.26B — up 19% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LAD positions and 29 closed out — a net gain of 6 holders — while 85 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $17.6M. The largest seller was Aberdeen Group, cutting an estimated $16M.

  • 231 institutional investors held Lithia Motors (LAD) as of Q1 2019, up from 226 in Q4 2018.
  • Funds reported $2.26B of Lithia Motors stock for Q1 2019, up 19% quarter-over-quarter.
  • 35 funds opened new Lithia Motors positions in Q1 2019 and 29 closed out, a net change of +6 holders.
  • The largest Lithia Motors buyer in Q1 2019 was Fidelity Investments, an estimated $17.6M added.
  • The largest Lithia Motors seller in Q1 2019 was Aberdeen Group, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2019.