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Lithia Motors
LAD

220 hedge funds and large institutions have $2.12B invested in Lithia Motors in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

3% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 77

0% more funds holding

Funds holding: 219 → 220 (+1)

3.27% less ownership

Funds ownership: 106.84% → 103.57% (-3.3%)

12% less capital invested

Capital invested by funds: $2.42B → $2.12B (-$299M)

36% less call options, than puts

Call options by funds: $2.88M | Put options by funds: $4.49M

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
31
Increased
79
Reduced
77
Closed
22
Calls
$2.88M
Puts
$4.49M
Net Calls
-$1.61M
Net Calls Change
-$4.44M

Top Buyers

1
BlackRock
BlackRock
New York
+$281M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$23.5M
3
PWAM
Park West Asset Management
California
+$18.6M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$17.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$16.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$17.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$16.3M
3
CM
Castleark Management
Illinois
-$14M
4
LCM
Lakewood Capital Management
New York
-$12.2M
5
CCI
Columbus Circle Investors
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$2.51M -$250K -2,578 -8%
USAA
77
United Services Automobile Association
Texas
$2.47M +$774K +7,979 +38%
FAM
78
Fred Alger Management
New York
$2.4M -$74.7K -770 -3%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$2.39M -$145K -1,500 -5%
WB
80
WesBanco Bank
West Virginia
$2.33M -$868K -8,949 -25%
TA
81
Teton Advisors
New York
$2.33M – – –
DIA
82
Dana Investment Advisors
Wisconsin
$2.25M +$2.55M +26,278 New
Citadel Advisors
83
Citadel Advisors
Florida
$2.17M -$17.7M -182,488 -88%
Point72 Asset Management
84
Point72 Asset Management
Connecticut
$2.14M -$3.76M -38,800 -61%
MIAN
85
Mariner Independent Advisor Network
Kansas
$2.14M +$2.42M +24,989 New
GIM
86
Granahan Investment Management
Massachusetts
$2.05M -$10.3M -106,020 -82%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$2.04M +$87.7K +905 +4%
GC
88
Guggenheim Capital
Illinois
$2.03M -$646K -6,664 -22%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$1.92M +$327K +3,375 +18%
First Trust Advisors
90
First Trust Advisors
Illinois
$1.75M +$803K +8,286 +69%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$1.7M +$156K +1,605 +9%
UBS AM
92
UBS AM
Illinois
$1.58M -$541K -5,577 -23%
TPSF
93
Texas Permanent School Fund
Texas
$1.48M +$22.9K +236 +1%
Public Sector Pension Investment Board (PSP Investments)
94
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.46M +$48.5K +500 +3%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$1.44M – – –
NFA
96
Nationwide Fund Advisors
Ohio
$1.42M -$2.49M -25,709 -61%
LCP
97
Lombardia Capital Partners
California
$1.41M -$6.81M -70,293 -81%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$1.33M – – –
AIG
99
American International Group
New York
$1.23M -$286K -2,954 -17%
Millennium Management
100
Millennium Management
New York
$1.19M +$1.35M +13,904 New
2 3
4
5 6

LAD Hedge Fund Activity: Q1 2017 in Review

220 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2017, worth a combined $2.12B — down 12% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LAD positions and 22 closed out — a net gain of 9 holders — while 79 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $17.7M.

  • 220 institutional investors held Lithia Motors (LAD) as of Q1 2017, up from 219 in Q4 2016.
  • Funds reported $2.12B of Lithia Motors stock for Q1 2017, down 12% quarter-over-quarter.
  • 31 funds opened new Lithia Motors positions in Q1 2017 and 22 closed out, a net change of +9 holders.
  • The largest Lithia Motors buyer in Q1 2017 was BlackRock, an estimated $281M added.
  • The largest Lithia Motors seller in Q1 2017 was Citadel Advisors, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2017.