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Lithia Motors
LAD

213 hedge funds and large institutions have $2.44B invested in Lithia Motors in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $6.06M | Put options by funds: $3.92M

54% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 61

15% more capital invested

Capital invested by funds: $2.12B → $2.44B (+$318M)

5.41% more ownership

Funds ownership: 103.57% → 108.99% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 220 → 213 (-7)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

Holders
213
Holders Change
-7
Holders Change %
-3.18%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
94
Reduced
61
Closed
34
Calls
$6.06M
Puts
$3.92M
Net Calls
+$2.15M
Net Calls Change
+$3.75M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$50.3M
2
AAM
Aberdeen Asset Management
United Kingdom
+$30.7M
3
PWAM
Park West Asset Management
California
+$20.2M
4
MIH
Madison Investment Holdings
Wisconsin
+$16.6M
5
Millennium Management
Millennium Management
New York
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
CCM
Channing Capital Management
Illinois
-$35.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$11.8M
3
KCM
Kennedy Capital Management
Missouri
-$8.02M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$7.69M
5
BlackRock
BlackRock
New York
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
76
Eaton Vance Management
Massachusetts
$2.94M -$106K -1,176 -4%
RJA
77
Raymond James & Associates
Florida
$2.72M -$35.8K -396 -1%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$2.69M +$54.2K +600 +2%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$2.6M +$698K +7,722 +39%
PI
80
PineBridge Investments
New York
$2.6M +$2.21M +24,439 +784%
TA
81
Teton Advisors
New York
$2.56M – – –
DIA
82
Dana Investment Advisors
Wisconsin
$2.49M +$10.9K +121 +0.5%
Invesco
83
Invesco
Georgia
$2.38M -$635K -7,030 -22%
First Trust Advisors
84
First Trust Advisors
Illinois
$2.37M +$435K +4,811 +24%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$2.3M +$48.4K +536 +2%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$2.11M – – –
WB
87
WesBanco Bank
West Virginia
$2.07M -$474K -5,251 -19%
PP
88
Paloma Partners
Connecticut
$2.02M +$1.94M +21,465 New
BCC
89
Bridge City Capital
Oregon
$1.91M +$1.83M +20,278 New
UBS AM
90
UBS AM
Illinois
$1.69M -$52.4K -580 -3%
AIG
91
American International Group
New York
$1.65M +$281K +3,111 +22%
TPSF
92
Texas Permanent School Fund
Texas
$1.64M +$4.25K +47 +0.3%
GC
93
Guggenheim Capital
Illinois
$1.62M -$593K -6,560 -28%
NFA
94
Nationwide Fund Advisors
Ohio
$1.5M -$59.5K -659 -4%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$1.45M -$130K -1,438 -9%
KeyBank National Association
96
KeyBank National Association
Ohio
$1.35M +$1.3M +14,375 New
Citigroup
97
Citigroup
New York
$1.31M +$1.08M +11,973 +609%
FA
98
FDx Advisors
Illinois
$1.3M +$67.3K +745 +6%
CPIM
99
Columbia Partners Investment Management
Virginia
$1.24M +$1.19M +13,174 New
OAM
100
Oppenheimer Asset Management
New York
$1.23M +$6.78K +75 +0.6%
2 3
4
5 6

LAD Hedge Fund Activity: Q2 2017 in Review

213 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2017, worth a combined $2.44B — up 15% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of LAD and 28 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 94 added.

The largest buyer was Victory Capital Management, adding an estimated $50.3M. The largest seller was Channing Capital Management, exiting entirely with an estimated $35.9M sold.

  • 213 institutional investors held Lithia Motors (LAD) as of Q2 2017, down from 220 in Q1 2017.
  • Funds reported $2.44B of Lithia Motors stock for Q2 2017, up 15% quarter-over-quarter.
  • 28 funds opened new Lithia Motors positions in Q2 2017 and 34 closed out, a net change of -6 holders.
  • The largest Lithia Motors buyer in Q2 2017 was Victory Capital Management, an estimated $50.3M added.
  • The largest Lithia Motors seller in Q2 2017 was Channing Capital Management, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2017.