Lithia Motors
219 hedge funds and large institutions have $2.42B invested in Lithia Motors in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 62 reducing their positions, and 32 closing their positions.
222% more call options, than puts
Call options by funds: $4.1M | Put options by funds: $1.27M
47% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 32
35% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 62
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more funds holding
Funds holding: 207 → 219 (+12)
1.85% more ownership
Funds ownership: 104.99% → 106.84% (+1.9%)
4% more capital invested
Capital invested by funds: $2.34B → $2.42B (+$84.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$32.1M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$27.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$18M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$15.4M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Palestra Capital Management
New York
|
-$48.9M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$26.3M |
| 3 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$18.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$18.2M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$12.4M |
LAD Hedge Fund Activity: Q4 2016 in Review
219 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2016, worth a combined $2.42B — up 3.6% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new LAD positions and 32 closed out — a net gain of 15 holders — while 84 added to existing stakes and 62 trimmed.
The largest buyer was Virtus Fund Advisers, adding an estimated $32.1M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $48.9M sold.
- 219 institutional investors held Lithia Motors (LAD) as of Q4 2016, up from 207 in Q3 2016.
- Funds reported $2.42B of Lithia Motors stock for Q4 2016, up 3.6% quarter-over-quarter.
- 47 funds opened new Lithia Motors positions in Q4 2016 and 32 closed out, a net change of +15 holders.
- The largest Lithia Motors buyer in Q4 2016 was Virtus Fund Advisers, an estimated $32.1M added.
- The largest Lithia Motors seller in Q4 2016 was Palestra Capital Management, an estimated $48.9M sold.
Based on aggregated 13F filings for Q4 2016.