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Lithia Motors
LAD

Overview Fund Activity

213 hedge funds and large institutions have $2B invested in Lithia Motors in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-14
Holders Change %
-6.17%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
33
Increased
73
Reduced
85
Closed
44
Calls
$7.45M
Puts
$5.87M
Net Calls
+$1.58M
Net Calls Change
+$2.58M

Top Buyers

1
PCM
1
Palestra Capital Management
New York
$53.4M
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$40.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$61.9M
4
SAM
4
Scopus Asset Management
New York
$26.5M
5
GCM
5
Glenview Capital Management
New York
$122M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.51M
3
O
3
OppenheimerFunds
New York
$0
4
GAM
4
Gotham Asset Management
New York
$0
5
NAP
5
New Amsterdam Partners
New York
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
51
Punch & Associates Investment Management
Minnesota
$8.35M +$270K +3,118 +3%
MAA
52
Managed Account Advisors
New Jersey
$7.99M +$1.73M +19,986 +28%
AAMU
53
Amundi Asset Management US
Massachusetts
$7.6M -$73.2K -844 -1%
Prudential Financial
54
Prudential Financial
New Jersey
$7.57M -$8.67K -100 -0.1%
ACM
55
Apex Capital Management
Ohio
$7.34M -$753K -8,686 -9%
CCMLC
56
Cardinal Capital Management LLC (Connecticut)
Connecticut
$7.2M +$7.2M +83,062 New
TCIM
57
TIAA CREF Investment Management
New York
$7.11M -$346K -3,991 -5%
CCM
58
Copeland Capital Management
Pennsylvania
$7.05M +$7.05M +81,326 New
BLM
59
Bennett Lawrence Management
New York
$6.92M +$2.68M +30,935 +63%
Charles Schwab
60
Charles Schwab
California
$6.47M +$136K +1,574 +2%
BIM
61
BlackRock Investment Management
Delaware
$6.45M -$57.7K -666 -0.9%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$6.22M +$6.22M +71,701 New
UBS Group
63
UBS Group
Switzerland
$6.09M +$6.09M +70,222 New
Victory Capital Management
64
Victory Capital Management
Texas
$5.74M +$5.74M +66,250 New
SIP
65
Stoneridge Investment Partners
Pennsylvania
$5.65M +$1.68M +19,355 +42%
MFIMFI
66
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.26M +$313K +3,610 +6%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$5.19M +$1.29M +14,616 +33%
SAM
68
Shell Asset Management
Netherlands
$5.17M – – –
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$5.14M -$67.2K -775 -1%
HCS
70
Harvest Capital Strategies
California
$4.77M – – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$4.68M -$3.63M -41,911 -44%
SEI Investments
72
SEI Investments
Pennsylvania
$4.4M +$4.4M +50,702 New
Norges Bank
73
Norges Bank
Norway
$4.34M – – –
B
74
Baird
Wisconsin
$4.24M +$4.24M +48,906 New
Deutsche Bank
75
Deutsche Bank
Germany
$4.21M +$1.27M +14,699 +43%
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