We are live on ! Find out more
LAD icon

Lithia Motors
LAD

254 hedge funds and large institutions have $2.55B invested in Lithia Motors in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

20% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 75

5% more funds holding

Funds holding: 241 → 254 (+13)

0.73% less ownership

Funds ownership: 106.15% → 105.42% (-0.73%)

12% less capital invested

Capital invested by funds: $2.89B → $2.55B (-$343M)

38% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $20.9M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
254
Holders Change
+13
Holders Change %
+5.39%
% of All Funds
5.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
45
Increased
90
Reduced
75
Closed
28
Calls
$12.9M
Puts
$20.9M
Net Calls
-$7.99M
Net Calls Change
-$5.56M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$29M
2
PWAM
Park West Asset Management
California
+$19.8M
3
Boston Partners
Boston Partners
Massachusetts
+$19.5M
4
Goldman Sachs
Goldman Sachs
New York
+$15.8M
5
Deutsche Bank
Deutsche Bank
Germany
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$89.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.6M
3
Millennium Management
Millennium Management
New York
-$24.4M
4
SAM
Silvercrest Asset Management
New York
-$16.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$2.98M +$866K +7,658 +35%
Millennium Management
77
Millennium Management
New York
$2.97M -$24.4M -215,955 -88%
Comerica Bank
78
Comerica Bank
Texas
$2.95M -$1.25M -11,062 -28%
TA
79
Teton Advisors
New York
$2.73M – – –
Barclays
80
Barclays
United Kingdom
$2.5M +$1.72M +15,233 +157%
Hudson Bay Capital Management
81
Hudson Bay Capital Management
Connecticut
$2.44M +$2.75M +24,300 New
BCC
82
Bridge City Capital
Oregon
$2.36M +$163K +1,445 +7%
MCM
83
Moon Capital Management
New York
$2.3M +$2.59M +22,898 New
PI
84
PineBridge Investments
New York
$2.24M -$1.54M -13,635 -38%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$2.22M +$1.77M +15,670 +246%
Citadel Advisors
86
Citadel Advisors
Florida
$2.21M -$15M -132,889 -86%
SB
87
Suntrust Banks
Georgia
$2.04M +$79.9K +706 +4%
DIA
88
Dana Investment Advisors
Wisconsin
$2.02M +$148K +1,305 +7%
IA
89
IndexIQ Advisors
New York
$2.02M +$2.27M +20,053 New
UBS AM
90
UBS AM
Illinois
$2M +$280K +2,475 +14%
ARTA
91
A.R.T. Advisors
New York
$1.92M +$2.16M +19,133 New
WB
92
WesBanco Bank
West Virginia
$1.89M +$2.12M +18,767 New
First Trust Advisors
93
First Trust Advisors
Illinois
$1.78M +$817K +7,223 +69%
PP
94
Paloma Partners
Connecticut
$1.73M +$1.94M +17,164 New
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$1.73M -$204K -1,803 -10%
USAA
96
United Services Automobile Association
Texas
$1.67M -$1.02M -9,026 -35%
LCM
97
Laurion Capital Management
New York
$1.67M +$1.05M +9,300 +128%
TPSF
98
Texas Permanent School Fund
Texas
$1.6M -$37.9K -335 -2%
RJA
99
Raymond James & Associates
Florida
$1.59M +$105K +927 +6%
Public Sector Pension Investment Board (PSP Investments)
100
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.56M +$45.3K +400 +3%
2 3
4
5 6

LAD Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2018, worth a combined $2.55B — down 12% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new LAD positions and 28 closed out — a net gain of 17 holders — while 90 added to existing stakes and 75 trimmed.

The largest buyer was BlackRock, adding an estimated $29M. The largest seller was AllianceBernstein, cutting an estimated $89.7M.

  • 254 institutional investors held Lithia Motors (LAD) as of Q1 2018, up from 241 in Q4 2017.
  • Funds reported $2.55B of Lithia Motors stock for Q1 2018, down 12% quarter-over-quarter.
  • 45 funds opened new Lithia Motors positions in Q1 2018 and 28 closed out, a net change of +17 holders.
  • The largest Lithia Motors buyer in Q1 2018 was BlackRock, an estimated $29M added.
  • The largest Lithia Motors seller in Q1 2018 was AllianceBernstein, an estimated $89.7M sold.

Based on aggregated 13F filings for Q1 2018.