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Lithia Motors
LAD

202 hedge funds and large institutions have $1.48B invested in Lithia Motors in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

122% more call options, than puts

Call options by funds: $3M | Put options by funds: $1.35M

2.55% more ownership

Funds ownership: 92.91% → 95.46% (+2.6%)

1% more funds holding

Funds holding: 200 → 202 (+2)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

2% less capital invested

Capital invested by funds: $1.51B → $1.48B (-$23.9M)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
5.83%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
32
Increased
73
Reduced
78
Closed
30
Calls
$3M
Puts
$1.35M
Net Calls
+$1.65M
Net Calls Change
+$11.3M

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$39.7M
2
AP
Alydar Partners
Massachusetts
+$22M
3
Citadel Advisors
Citadel Advisors
Florida
+$20M
4
Franklin Resources
Franklin Resources
California
+$14.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.36M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$17.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.4M
3
SAM
Scopus Asset Management
New York
-$14.3M
4
Millennium Management
Millennium Management
New York
-$11.9M
5
O
OppenheimerFunds
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
76
Centerline Investment Partners
New York
$3.09M +$2.9M +46,500 New
Public Sector Pension Investment Board (PSP Investments)
77
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.02M -$581K -9,300 -17%
NCIM
78
New Century Investment Management
Michigan
$3M +$112K +1,800 +4%
RCMC
79
RK Capital Management (Colorado)
Colorado
$2.96M +$2.79M +44,594 New
AllianceBernstein
80
AllianceBernstein
Tennessee
$2.87M -$250 -4 -0%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$2.68M +$6.25K +100 +0.2%
TI
82
Turner Investments
Pennsylvania
$2.64M -$5.37M -85,900 -68%
CRCP
83
Copper Rock Capital Partners
Massachusetts
$2.63M +$2.47M +39,506 New
HI
84
HBK Investments
Texas
$2.62M +$1.33M +21,288 +117%
TCM
85
Timpani Capital Management
Wisconsin
$2.58M -$414K -6,624 -15%
PP
86
PDT Partners
New York
$2.5M +$1.11M +17,712 +89%
ARC
87
Absolute Return Capital
Massachusetts
$2.44M -$433K -6,928 -16%
SI
88
Stephens Inc
Arkansas
$2.42M +$2.28M +36,481 New
Federated Hermes
89
Federated Hermes
Pennsylvania
$2.18M +$69.8K +1,118 +4%
Deutsche Bank
90
Deutsche Bank
Germany
$2.09M +$85K +1,361 +5%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$1.98M -$63.1K -1,010 -3%
MAA
92
Managed Account Advisors
New Jersey
$1.97M +$673K +10,775 +57%
Macquarie Group
93
Macquarie Group
Australia
$1.95M +$1.83M +29,300 New
First Trust Advisors
94
First Trust Advisors
Illinois
$1.95M -$7.86M -125,904 -81%
GAM
95
Gotham Asset Management
New York
$1.84M -$129K -2,070 -7%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.84M -$753K -12,060 -30%
TA
97
Teton Advisors
New York
$1.81M +$62.5K +1,000 +4%
OA
98
OFI Advisors
Pennsylvania
$1.75M +$212K +3,394 +15%
AQR Capital Management
99
AQR Capital Management
Connecticut
$1.73M -$393K -6,300 -20%
ECP
100
Elk Creek Partners
Colorado
$1.72M +$693K +11,098 +75%
2 3
4
5 6

LAD Hedge Fund Activity: Q1 2014 in Review

202 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2014, worth a combined $1.48B — down 1.6% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LAD positions and 30 closed out — a net gain of 2 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $39.7M. The largest seller was Bank of America, cutting an estimated $17.7M.

  • 202 institutional investors held Lithia Motors (LAD) as of Q1 2014, up from 200 in Q4 2013.
  • Funds reported $1.48B of Lithia Motors stock for Q1 2014, down 1.6% quarter-over-quarter.
  • 32 funds opened new Lithia Motors positions in Q1 2014 and 30 closed out, a net change of +2 holders.
  • The largest Lithia Motors buyer in Q1 2014 was Westwood Holdings Group, an estimated $39.7M added.
  • The largest Lithia Motors seller in Q1 2014 was Bank of America, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2014.