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Lithia Motors
LAD

313 hedge funds and large institutions have $3.39B invested in Lithia Motors in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

9% more funds holding

Funds holding: 286 → 313 (+27)

9% more capital invested

Capital invested by funds: $3.1B → $3.39B (+$288M)

2.64% less ownership

Funds ownership: 104.5% → 101.86% (-2.6%)

19% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 118

20% less call options, than puts

Call options by funds: $13.3M | Put options by funds: $16.7M

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
313
Holders Change
+27
Holders Change %
+9.44%
% of All Funds
6.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
59
Increased
96
Reduced
118
Closed
22
Calls
$13.3M
Puts
$16.7M
Net Calls
-$3.34M
Net Calls Change
+$845K

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.1M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$19.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$19.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.8M
5
HAI
Hennessy Advisors Inc
California
+$13M

Top Sellers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
-$26.2M
2
CGM
Capital Growth Management
Massachusetts
-$21.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.8M
4
Franklin Resources
Franklin Resources
California
-$16.3M
5
Boston Partners
Boston Partners
Massachusetts
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$3.04M +$1.56M +10,395 +101%
QI
102
QS Investors
New York
$2.98M -$15K -100 -0.5%
Canada Pension Plan Investment Board
103
Canada Pension Plan Investment Board
Ontario, Canada
$2.82M -$975K -6,491 -25%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.8M -$627K -4,170 -18%
HF
105
HRT Financial
New York
$2.78M +$2.84M +18,903 New
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$2.75M +$2.81M +18,683 New
Sumitomo Mitsui Trust Group
107
Sumitomo Mitsui Trust Group
Japan
$2.69M -$503K -3,350 -15%
OAM
108
Oxford Asset Management
United Kingdom
$2.68M +$998K +6,643 +57%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$2.65M +$33.2K +221 +1%
VIA
110
Vident Investment Advisory
Georgia
$2.58M +$2.64M +17,547 New
CG
111
Colony Group
Massachusetts
$2.54M +$71.5K +476 +3%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$2.51M -$27.6K -184 -1%
RCMC
113
RK Capital Management (Colorado)
Colorado
$2.39M -$3.14M -20,912 -56%
AIG
114
American International Group
New York
$2.38M -$34.4K -229 -1%
OAM
115
Origin Asset Management
United Kingdom
$2.33M +$2.38M +15,851 New
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
$2.31M +$2.36M +15,709 New
TPSF
117
Texas Permanent School Fund
Texas
$2.28M +$34.9K +232 +2%
CSS
118
Cubist Systematic Strategies
Connecticut
$2.25M +$1.53M +10,169 +197%
ASRS
119
Arizona State Retirement System
Arizona
$2.22M -$1.69M -11,226 -43%
Holocene Advisors
120
Holocene Advisors
New York
$2.14M +$2.19M +14,548 New
KBC Group
121
KBC Group
Belgium
$2.14M +$507K +3,375 +30%
QIM
122
Quantitative Investment Management
Virginia
$2.12M +$2.17M +14,410 New
ERSOT
123
Employees Retirement System of Texas
Texas
$2.06M -$301K -2,000 -13%
VRS
124
Virginia Retirement Systems
Virginia
$1.93M +$1.02M +6,800 +108%
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$1.9M +$1.94M +12,934 New
3 4
5
6 7

LAD Hedge Fund Activity: Q4 2019 in Review

313 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2019, worth a combined $3.39B — up 9.3% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new LAD positions and 22 closed out — a net gain of 37 holders — while 96 added to existing stakes and 118 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $32.1M. The largest seller was Park West Asset Management, exiting entirely with an estimated $26.2M sold.

  • 313 institutional investors held Lithia Motors (LAD) as of Q4 2019, up from 286 in Q3 2019.
  • Funds reported $3.39B of Lithia Motors stock for Q4 2019, up 9.3% quarter-over-quarter.
  • 59 funds opened new Lithia Motors positions in Q4 2019 and 22 closed out, a net change of +37 holders.
  • The largest Lithia Motors buyer in Q4 2019 was Lord, Abbett & Co, an estimated $32.1M added.
  • The largest Lithia Motors seller in Q4 2019 was Park West Asset Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2019.