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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
WB
101
WesBanco Bank
West Virginia
$985K -$708K -8,144 -43%
6M
102
6 Meridian
Kansas
$962K +$903K +10,375 New
JIC
103
Johnson Investment Counsel
Ohio
$935K +$216K +2,482 +33%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$929K -$336K -3,867 -28%
AG
105
Aperio Group
California
$896K +$56.3K +647 +7%
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$869K +$4.35K +50 +0.5%
MIM
107
MetLife Investment Management
New Jersey
$867K – – –
GCP
108
GSA Capital Partners
United Kingdom
$853K +$361K +4,148 +82%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$837K -$20.3K -233 -3%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$816K -$41.8K -480 -5%
Holocene Advisors
111
Holocene Advisors
New York
$815K -$19.3K -222 -2%
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$809K +$13.7K +158 +2%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$805K – – –
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$779K -$8.18K -94 -1%
CB
115
Commerce Bank
Missouri
$779K +$84.2K +968 +13%
USAA
116
United Services Automobile Association
Texas
$770K – – –
Citigroup
117
Citigroup
New York
$762K +$409K +4,698 +134%
BC
118
Brinker Capital
Pennsylvania
$726K +$138K +1,592 +26%
JIR
119
James Investment Research
Ohio
$712K -$611K -7,025 -48%
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$711K -$4.79K -55 -0.7%
ECM
121
ETrade Capital Management
Virginia
$711K +$667K +7,666 New
SOADOR
122
State of Alaska Department of Revenue
Alaska
$698K -$435 -5 -0.1%
MSA
123
Mason Street Advisors
Wisconsin
$666K +$15.7K +181 +3%
SSA
124
Schonfeld Strategic Advisors
New York
$654K -$1.54M -17,744 -72%
QIM
125
Quantitative Investment Management
Virginia
$649K +$609K +7,000 New
3 4
5
6 7

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.