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Lithia Motors
LAD

367 hedge funds and large institutions have $7.53B invested in Lithia Motors in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 115 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $5.1B → $7.53B (+$2.42B)

36% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $68.7M

23% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 115

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

4% more funds holding

Funds holding: 353 → 367 (+14)

1.26% less ownership

Funds ownership: 99.96% → 98.7% (-1.3%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
6.49%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
75
Increased
141
Reduced
115
Closed
55
Calls
$93.5M
Puts
$68.7M
Net Calls
+$24.8M
Net Calls Change
-$5.55M

Top Buyers

1
BlackRock
BlackRock
New York
+$167M
2
FAM
Fred Alger Management
New York
+$118M
3
Invesco
Invesco
Georgia
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.7M
5
American Century Companies
American Century Companies
Missouri
+$74.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$43M
2
PWAM
Park West Asset Management
California
-$30.3M
3
NCA
Newbrook Capital Advisors
New York
-$28.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.9M
5
Boston Partners
Boston Partners
Massachusetts
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$65.3M -$5.73M -20,940 -9%
IAM
27
Iridian Asset Management
Connecticut
$63.6M +$59.5M +217,332 New
Victory Capital Management
28
Victory Capital Management
Texas
$63.2M +$2.31M +8,431 +4%
WRF
29
Waddell & Reed Financial
Kansas
$55.8M +$9.96M +36,413 +24%
HRCM
30
Hawk Ridge Capital Management
California
$55.2M -$3.25M -11,884 -6%
ClearBridge Investments
31
ClearBridge Investments
New York
$54.8M +$29.8M +109,072 +140%
Franklin Resources
32
Franklin Resources
California
$50.8M -$463K -1,692 -1%
CCM
33
Channing Capital Management
Illinois
$49.4M -$4.26M -15,558 -8%
RCAMU
34
Rothschild & Co Asset Management US
Connecticut
$45.8M -$6.92M -25,307 -14%
Wells Fargo
35
Wells Fargo
California
$43.4M +$3.15M +11,533 +8%
N
36
Nuveen
North Carolina
$39.5M +$4.83M +17,639 +15%
EVM
37
Eaton Vance Management
Massachusetts
$38.2M +$343K +1,255 +1%
MWNA
38
Marshall Wace North America
New York
$37.3M +$25M +91,418 +254%
PPA
39
Parametric Portfolio Associates
Washington
$36.3M +$5.41M +19,787 +19%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$35.9M +$32.9M +120,236 +4,766%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.6M +$8.25M +30,152 +33%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$34.7M +$20.5M +75,036 +172%
WCM
43
Wedge Capital Management
North Carolina
$32.4M +$261K +955 +0.9%
FCM
44
Frontier Capital Management
Massachusetts
$31.9M +$29.8M +108,979 New
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$30.5M +$12.7M +46,444 +81%
William Blair Investment Management
46
William Blair Investment Management
Illinois
$28.9M -$4.52M -16,531 -14%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$28.2M -$2.62M -9,576 -9%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$27.9M +$26.1M +95,315 New
VOYA Investment Management
49
VOYA Investment Management
Georgia
$26.8M -$6.23M -22,792 -20%
IAM
50
Impala Asset Management
Florida
$25.8M -$9.6M -35,087 -28%
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LAD Hedge Fund Activity: Q4 2020 in Review

367 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2020, worth a combined $7.53B — up 48% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LAD positions and 55 closed out — a net gain of 20 holders — while 141 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $43M.

  • 367 institutional investors held Lithia Motors (LAD) as of Q4 2020, up from 353 in Q3 2020.
  • Funds reported $7.53B of Lithia Motors stock for Q4 2020, up 48% quarter-over-quarter.
  • 75 funds opened new Lithia Motors positions in Q4 2020 and 55 closed out, a net change of +20 holders.
  • The largest Lithia Motors buyer in Q4 2020 was BlackRock, an estimated $167M added.
  • The largest Lithia Motors seller in Q4 2020 was JP Morgan Chase, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2020.