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Lithia Motors
LAD

185 hedge funds and large institutions have $1.57B invested in Lithia Motors in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

34% more capital invested

Capital invested by funds: $1.17B → $1.57B (+$395M)

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0% more funds holding

Funds holding: 185 → 185 (0)

3.09% less ownership

Funds ownership: 95.63% → 92.54% (-3.1%)

74% less call options, than puts

Call options by funds: $6M | Put options by funds: $22.9M

Holders
185
Holders Change
–
Holders Change %
0%
% of All Funds
6%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.23%
New
22
Increased
77
Reduced
74
Closed
19
Calls
$6M
Puts
$22.9M
Net Calls
-$16.9M
Net Calls Change
-$14.9M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$46.9M
2
CCP
Clough Capital Partners
Massachusetts
+$33.8M
3
BFA
BlackRock Fund Advisors
California
+$9.75M
4
NAP
New Amsterdam Partners
New York
+$8.01M
5
AP
Alydar Partners
Massachusetts
+$6.54M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.1M
2
Millennium Management
Millennium Management
New York
-$12M
3
GH
Green Holdings
Bermuda
-$11.3M
4
SCM
Sandler Capital Management
New York
-$10.5M
5
ACMM
Arbor Capital Management (Minnesota)
Minnesota
-$9.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$3.46M -$430K -6,573 -12%
CAM
77
ClariVest Asset Management
California
$3.36M +$1.69M +25,924 +128%
WHG
78
Westwood Holdings Group
Texas
$3.26M -$229K -3,500 -7%
JP Morgan Chase
79
JP Morgan Chase
New York
$3.19M -$398K -6,088 -12%
NCIM
80
New Century Investment Management
Michigan
$3.16M +$2.29M +34,993 +422%
ARC
81
Absolute Return Capital
Massachusetts
$3.02M -$237K -3,619 -8%
NIP
82
Nicholas Investment Partners
California
$2.92M +$2.62M +40,004 New
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$2.91M +$81.9K +1,253 +3%
California Public Employees Retirement System
84
California Public Employees Retirement System
California
$2.71M +$575K +8,800 +31%
RFC
85
Regions Financial Corp
Alabama
$2.64M -$262 -4 -0%
Comerica Bank
86
Comerica Bank
Texas
$2.5M +$139K +2,132 +7%
AI
87
Axiom Investors
Connecticut
$2.44M +$156K +2,380 +8%
WA
88
Wasatch Advisors
Utah
$2.41M – – –
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$2.24M -$4.97K -76 -0.2%
TA
90
Teachers Advisors
New York
$2.22M +$66.6K +1,019 +3%
AQR Capital Management
91
AQR Capital Management
Connecticut
$1.99M -$521K -7,974 -23%
TA
92
Teton Advisors
New York
$1.91M – – –
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$1.85M – – –
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$1.78M -$232K -3,553 -13%
Credit Agricole
95
Credit Agricole
France
$1.77M +$1.59M +24,251 New
TPSF
96
Texas Permanent School Fund
Texas
$1.74M +$13.7K +210 +0.9%
GC
97
Guggenheim Capital
Illinois
$1.73M +$42.6K +651 +3%
PP
98
PDT Partners
New York
$1.67M -$2.16M -33,097 -59%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$1.63M +$1.46M +22,400 New
BG
100
BlackRock Group
United Kingdom
$1.6M +$617K +9,439 +76%
2 3
4
5 6

LAD Hedge Fund Activity: Q3 2013 in Review

185 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2013, worth a combined $1.57B — up 34% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LAD positions and 19 closed out — a net gain of 3 holders — while 77 added to existing stakes and 74 trimmed.

The largest buyer was Wells Fargo, adding an estimated $46.9M. The largest seller was Fidelity Investments, cutting an estimated $53.1M.

  • 185 institutional investors held Lithia Motors (LAD) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $1.57B of Lithia Motors stock for Q3 2013, up 34% quarter-over-quarter.
  • 22 funds opened new Lithia Motors positions in Q3 2013 and 19 closed out, a net change of +3 holders.
  • The largest Lithia Motors buyer in Q3 2013 was Wells Fargo, an estimated $46.9M added.
  • The largest Lithia Motors seller in Q3 2013 was Fidelity Investments, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2013.