Lithia Motors
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.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
27% more call options, than puts
Call options by funds: $7.45M | Put options by funds: $5.87M
16% more capital invested
Capital invested by funds: $1.73B → $2B (+$270M)
0.74% more ownership
Funds ownership: 97.07% → 97.8% (+0.74%)
6% less funds holding
Funds holding: 227 → 213 (-14)
14% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 85
25% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Palestra Capital Management
New York
|
+$47.7M |
| 2 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$36.1M |
| 3 |
Goldman Sachs
New York
|
+$31.8M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$23.6M |
| 5 |
GCM
Glenview Capital Management
New York
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$44.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.5M |
| 3 |
O
OppenheimerFunds
New York
|
-$25.4M |
| 4 |
GAM
Gotham Asset Management
New York
|
-$22.9M |
| 5 |
NAP
New Amsterdam Partners
New York
|
-$18.1M |
LAD Hedge Fund Activity: Q4 2014 in Review
213 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2014, worth a combined $2B — up 16% from $1.73B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of LAD and 33 opened new positions — a net loss of 11 holders — while 85 trimmed existing stakes and 73 added.
The largest buyer was Palestra Capital Management, opening a new position worth an estimated $47.7M. The largest seller was Bank of America, cutting an estimated $44.6M.
- 213 institutional investors held Lithia Motors (LAD) as of Q4 2014, down from 227 in Q3 2014.
- Funds reported $2B of Lithia Motors stock for Q4 2014, up 16% quarter-over-quarter.
- 33 funds opened new Lithia Motors positions in Q4 2014 and 44 closed out, a net change of -11 holders.
- The largest Lithia Motors buyer in Q4 2014 was Palestra Capital Management, an estimated $47.7M added.
- The largest Lithia Motors seller in Q4 2014 was Bank of America, an estimated $44.6M sold.
Based on aggregated 13F filings for Q4 2014.