Lithia Motors
250 hedge funds and large institutions have $2.72B invested in Lithia Motors in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 101 reducing their positions, and 14 closing their positions.
975% more call options, than puts
Call options by funds: $24.7M | Put options by funds: $2.29M
179% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 14
14% more capital invested
Capital invested by funds: $2.38B → $2.72B (+$337M)
10% more funds holding
Funds holding: 228 → 250 (+22)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.25% less ownership
Funds ownership: 101.61% → 101.36% (-0.25%)
23% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$60.9M |
| 2 |
O
OppenheimerFunds
New York
|
+$35.4M |
| 3 |
Neuberger Berman Group
New York
|
+$31.4M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$22.7M |
| 5 |
AC
Amici Capital
New York
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
-$55.6M |
| 2 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
-$28.3M |
| 3 |
PCM
Palestra Capital Management
New York
|
-$24.9M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$18.7M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$17.6M |
LAD Hedge Fund Activity: Q2 2015 in Review
250 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2015, worth a combined $2.72B — up 14% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new LAD positions and 14 closed out — a net gain of 25 holders — while 78 added to existing stakes and 101 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $60.9M. The largest seller was Glenview Capital Management, cutting an estimated $55.6M.
- 250 institutional investors held Lithia Motors (LAD) as of Q2 2015, up from 228 in Q1 2015.
- Funds reported $2.72B of Lithia Motors stock for Q2 2015, up 14% quarter-over-quarter.
- 39 funds opened new Lithia Motors positions in Q2 2015 and 14 closed out, a net change of +25 holders.
- The largest Lithia Motors buyer in Q2 2015 was AllianceBernstein, an estimated $60.9M added.
- The largest Lithia Motors seller in Q2 2015 was Glenview Capital Management, an estimated $55.6M sold.
Based on aggregated 13F filings for Q2 2015.