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Lithia Motors
LAD

Overview Fund Activity

228 hedge funds and large institutions have $2.38B invested in Lithia Motors in 2015 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+15
Holders Change %
+7.04%
% of All Funds
6.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
39
Increased
99
Reduced
61
Closed
21
Calls
$7.22M
Puts
$5.97M
Net Calls
+$1.25M
Net Calls Change
-$329K

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$44.3M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$60M
3
EAM
3
EverPoint Asset Management
Connecticut
$27.9M
4
Wells Fargo
4
Wells Fargo
California
$113M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$15.4M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$9.15M
2
WRF
2
Waddell & Reed Financial
Kansas
$28.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$63.5M
4
AP
4
Alydar Partners
Massachusetts
$3.48M
5
PWAM
5
Park West Asset Management
California
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
101
Symphony Asset Management
California
$2.9M -$554K -5,573 -16%
CPIM
102
Columbia Partners Investment Management
Virginia
$2.79M -$180K -1,809 -6%
SB
103
Suntrust Banks
Georgia
$2.72M +$94.9K +955 +4%
First Trust Advisors
104
First Trust Advisors
Illinois
$2.72M +$82.5K +830 +3%
Swiss National Bank
105
Swiss National Bank
Switzerland
$2.71M +$39.8K +400 +1%
TA
106
Teton Advisors
New York
$2.7M – – –
RFC
107
Regions Financial Corp
Alabama
$2.58M +$88.3K +888 +4%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.43M -$248K -2,494 -9%
TI
109
Turner Investments
Pennsylvania
$2.17M +$874K +8,790 +68%
LH
110
Lebenthal Holdings
New York
$2.14M +$2.14M +21,514 New
TPSF
111
Texas Permanent School Fund
Texas
$2.05M +$994 +10 +0%
SCA
112
Strategic Capital Alternatives
United States
$1.96M +$507K +5,104 +35%
Stifel Financial
113
Stifel Financial
Missouri
$1.92M +$138K +1,386 +8%
CC
114
Curian Capital
Colorado
$1.92M +$24.2K +243 +1%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$1.9M +$500K +5,028 +36%
SEI Investments
116
SEI Investments
Pennsylvania
$1.83M -$3.22M -32,333 -64%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$1.76M – – –
AIG
118
American International Group
New York
$1.76M -$15K -151 -0.8%
AQR Capital Management
119
AQR Capital Management
Connecticut
$1.72M +$296K +2,977 +21%
CS
120
Credit Suisse
Switzerland
$1.71M -$214K -2,158 -11%
BG
121
BlackRock Group
United Kingdom
$1.66M +$126K +1,271 +8%
US Bancorp
122
US Bancorp
Minnesota
$1.66M +$33.4K +336 +2%
RI
123
Redwood Investments
Massachusetts
$1.63M +$510K +5,127 +45%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$1.59M -$340K -3,422 -18%
GC
125
Guggenheim Capital
Illinois
$1.46M +$171K +1,723 +13%
3 4
5
6 7