Lithia Motors
220 hedge funds and large institutions have $2.12B invested in Lithia Motors in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 22 closing their positions.
41% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 22
3% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 77
0% more funds holding
Funds holding: 219 → 220 (+1)
3.27% less ownership
Funds ownership: 106.84% → 103.57% (-3.3%)
12% less capital invested
Capital invested by funds: $2.42B → $2.12B (-$299M)
36% less call options, than puts
Call options by funds: $2.88M | Put options by funds: $4.49M
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| 1 |
BlackRock
New York
|
+$281M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$23.5M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$18.6M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$17.2M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$16.9M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$17.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$16.3M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
-$14M |
| 4 |
LCM
Lakewood Capital Management
New York
|
-$12.2M |
| 5 |
CCI
Columbus Circle Investors
|
-$10.9M |
LAD Hedge Fund Activity: Q1 2017 in Review
220 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2017, worth a combined $2.12B — down 12% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LAD positions and 22 closed out — a net gain of 9 holders — while 79 added to existing stakes and 77 trimmed.
The largest buyer was BlackRock, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $17.7M.
- 220 institutional investors held Lithia Motors (LAD) as of Q1 2017, up from 219 in Q4 2016.
- Funds reported $2.12B of Lithia Motors stock for Q1 2017, down 12% quarter-over-quarter.
- 31 funds opened new Lithia Motors positions in Q1 2017 and 22 closed out, a net change of +9 holders.
- The largest Lithia Motors buyer in Q1 2017 was BlackRock, an estimated $281M added.
- The largest Lithia Motors seller in Q1 2017 was Citadel Advisors, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2017.