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Lithia Motors
LAD

367 hedge funds and large institutions have $7.53B invested in Lithia Motors in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 115 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $5.1B → $7.53B (+$2.42B)

36% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $68.7M

23% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 115

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

4% more funds holding

Funds holding: 353 → 367 (+14)

1.26% less ownership

Funds ownership: 99.96% → 98.7% (-1.3%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
6.49%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
75
Increased
141
Reduced
115
Closed
55
Calls
$93.5M
Puts
$68.7M
Net Calls
+$24.8M
Net Calls Change
-$5.55M

Top Buyers

1
BlackRock
BlackRock
New York
+$167M
2
FAM
Fred Alger Management
New York
+$118M
3
Invesco
Invesco
Georgia
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.7M
5
American Century Companies
American Century Companies
Missouri
+$74.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$43M
2
PWAM
Park West Asset Management
California
-$30.3M
3
NCA
Newbrook Capital Advisors
New York
-$28.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.9M
5
Boston Partners
Boston Partners
Massachusetts
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
76
Driehaus Capital Management
Illinois
$12.1M +$2.83M +10,350 +33%
Axa
77
Axa
France
$12M -$492K -1,800 -4%
SSA
78
Schonfeld Strategic Advisors
New York
$11.9M +$5.92M +21,630 +115%
HAI
79
Hennessy Advisors Inc
California
$11.8M -$7.82M -28,600 -41%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$11.6M +$1.27M +4,641 +13%
CS
81
Credit Suisse
Switzerland
$11.5M +$2.96M +10,838 +38%
SFM
82
Soros Fund Management
New York
$11.5M +$10.7M +39,288 New
SM
83
Saya Management
New York
$11.4M -$8.62M -31,506 -45%
EIP
84
Epoch Investment Partners
New York
$11.3M +$3.09M +11,298 +41%
ProShare Advisors
85
ProShare Advisors
Maryland
$11.1M +$713K +2,605 +7%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$11M -$1.75M -6,402 -15%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M – – –
Millennium Management
88
Millennium Management
New York
$10.1M -$1.52M -5,568 -14%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$9.97M +$1.3M +4,755 +16%
Macquarie Group
90
Macquarie Group
Australia
$9.95M +$9.03M +33,000 +3,284%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$9.75M -$4.01M -14,672 -31%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$9.63M +$6.21M +22,686 +222%
UBS AM
93
UBS AM
Illinois
$9.33M +$667K +2,437 +8%
MCM
94
McKinley Capital Management
Alaska
$9.31M +$8.7M +31,814 New
RJA
95
Raymond James & Associates
Florida
$8.68M +$3.45M +12,625 +74%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$8.15M +$752K +2,749 +11%
LCG
97
Lisanti Capital Growth
New York
$7.85M +$172K +630 +2%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$7.49M +$1.01M +3,700 +17%
CM
99
Castleark Management
Illinois
$7.48M -$7.02M -25,680 -50%
MIM
100
MetLife Investment Management
New Jersey
$7.22M +$653K +2,386 +11%
2 3
4
5 6

LAD Hedge Fund Activity: Q4 2020 in Review

367 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2020, worth a combined $7.53B — up 48% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LAD positions and 55 closed out — a net gain of 20 holders — while 141 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $43M.

  • 367 institutional investors held Lithia Motors (LAD) as of Q4 2020, up from 353 in Q3 2020.
  • Funds reported $7.53B of Lithia Motors stock for Q4 2020, up 48% quarter-over-quarter.
  • 75 funds opened new Lithia Motors positions in Q4 2020 and 55 closed out, a net change of +20 holders.
  • The largest Lithia Motors buyer in Q4 2020 was BlackRock, an estimated $167M added.
  • The largest Lithia Motors seller in Q4 2020 was JP Morgan Chase, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2020.