Lithia Motors
226 hedge funds and large institutions have $1.89B invested in Lithia Motors in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 42 closing their positions.
310% more call options, than puts
Call options by funds: $35.8M | Put options by funds: $8.72M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.79% less ownership
Funds ownership: 111.01% → 110.22% (-0.79%)
7% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 42
1% less funds holding
Funds holding: 229 → 226 (-3)
10% less capital invested
Capital invested by funds: $2.11B → $1.89B (-$210M)
16% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lakewood Capital Management
New York
|
+$24.5M |
| 2 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
+$23.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$15.8M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$14.7M |
| 5 |
ClearBridge Investments
New York
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$40M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$27.5M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$24.7M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$19.2M |
LAD Hedge Fund Activity: Q4 2018 in Review
226 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2018, worth a combined $1.89B — down 10% from $2.11B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of LAD and 39 opened new positions — a net loss of 3 holders — while 87 trimmed existing stakes and 73 added.
The largest buyer was Lakewood Capital Management, adding an estimated $24.5M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $40M sold.
- 226 institutional investors held Lithia Motors (LAD) as of Q4 2018, down from 229 in Q3 2018.
- Funds reported $1.89B of Lithia Motors stock for Q4 2018, down 10% quarter-over-quarter.
- 39 funds opened new Lithia Motors positions in Q4 2018 and 42 closed out, a net change of -3 holders.
- The largest Lithia Motors buyer in Q4 2018 was Lakewood Capital Management, an estimated $24.5M added.
- The largest Lithia Motors seller in Q4 2018 was Westwood Holdings Group, an estimated $40M sold.
Based on aggregated 13F filings for Q4 2018.