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Lithia Motors
LAD

231 hedge funds and large institutions have $2.26B invested in Lithia Motors in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $6.04M

21% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 70

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

19% more capital invested

Capital invested by funds: $1.89B → $2.26B (+$361M)

2% more funds holding

Funds holding: 226 → 231 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.41% less ownership

Funds ownership: 110.22% → 108.81% (-1.4%)

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
85
Reduced
70
Closed
29
Calls
$7.52M
Puts
$6.04M
Net Calls
+$1.49M
Net Calls Change
-$25.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.6M
2
TCM
Tensile Capital Management
California
+$14.1M
3
TSW
Thompson Siegel & Walmsley
Virginia
+$10.4M
4
WA
Wasatch Advisors
Utah
+$7.01M
5
Prudential Financial
Prudential Financial
New Jersey
+$5.89M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$16M
2
PWAM
Park West Asset Management
California
-$15.8M
3
SAM
Silvercrest Asset Management
New York
-$14.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
5
SAM
Scopus Asset Management
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$2.25M – – –
Comerica Bank
77
Comerica Bank
Texas
$2.25M +$40.5K +465 +2%
BCC
78
Bridge City Capital
Oregon
$2.25M -$19.4K -223 -0.9%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$2.13M +$552K +6,344 +38%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$2.09M – – –
First Trust Advisors
81
First Trust Advisors
Illinois
$2.08M -$352K -4,052 -15%
SB
82
Suntrust Banks
Georgia
$2.04M +$133K +1,533 +7%
Brown Advisory
83
Brown Advisory
Maryland
$1.97M +$582K +6,689 +46%
Public Sector Pension Investment Board (PSP Investments)
84
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.92M +$78.3K +900 +5%
Barclays
85
Barclays
United Kingdom
$1.89M -$144K -1,654 -7%
ERSOT
86
Employees Retirement System of Texas
Texas
$1.85M – – –
CS
87
Credit Suisse
Switzerland
$1.6M -$296K -3,398 -16%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$1.6M +$118K +1,354 +9%
IA
89
IndexIQ Advisors
New York
$1.6M -$321K -3,694 -18%
AIG
90
American International Group
New York
$1.56M -$41.5K -477 -3%
TPSF
91
Texas Permanent School Fund
Texas
$1.41M +$37.5K +431 +3%
GAM
92
Gotham Asset Management
New York
$1.34M -$7.62M -87,617 -86%
HCM
93
Highbridge Capital Management
New York
$1.31M +$1.23M +14,140 New
ARTA
94
A.R.T. Advisors
New York
$1.26M -$97.9K -1,125 -8%
HFS
95
Haverford Financial Services
Pennsylvania
$1.24M +$183K +2,100 +19%
Squarepoint
96
Squarepoint
New York
$1.11M +$1.04M +11,988 New
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$1.09M -$58K -667 -5%
PSUF
98
People's United Financial
Connecticut
$1.05M -$120K -1,374 -11%
PI
99
PEAK6 Investments
Illinois
$1.01M +$495K +5,694 +110%
Deutsche Bank
100
Deutsche Bank
Germany
$991K -$1.47M -16,857 -61%
2 3
4
5 6

LAD Hedge Fund Activity: Q1 2019 in Review

231 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2019, worth a combined $2.26B — up 19% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LAD positions and 29 closed out — a net gain of 6 holders — while 85 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $17.6M. The largest seller was Aberdeen Group, cutting an estimated $16M.

  • 231 institutional investors held Lithia Motors (LAD) as of Q1 2019, up from 226 in Q4 2018.
  • Funds reported $2.26B of Lithia Motors stock for Q1 2019, up 19% quarter-over-quarter.
  • 35 funds opened new Lithia Motors positions in Q1 2019 and 29 closed out, a net change of +6 holders.
  • The largest Lithia Motors buyer in Q1 2019 was Fidelity Investments, an estimated $17.6M added.
  • The largest Lithia Motors seller in Q1 2019 was Aberdeen Group, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2019.