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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 %
BA
126
BlackRock Advisors
Delaware
$1.43M +$207K +2,086 +17%
ACM
127
Argentus Capital Management
Texas
$1.39M -$58.4K -588 -4%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$1.37M +$393K +3,955 +40%
GF
129
Gerstein Fisher
New York
$1.34M +$1.09K +11 +0.1%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$1.25M +$1.22M +12,297 +3,980%
MCM
131
Mazama Capital Management
Oregon
$1.25M +$536K +5,394 +76%
UBS AM
132
UBS AM
Illinois
$1.2M +$39.8K +400 +3%
CIC
133
Chase Investment Counsel
Virginia
$1.13M +$1.13M +11,415 New
SI
134
Stephens Inc
Arkansas
$1.12M -$2.13M -21,454 -66%
FA
135
FDx Advisors
Illinois
$1.08M +$666K +6,700 +160%
USAA
136
United Services Automobile Association
Texas
$1.08M +$1.08M +10,876 New
DC
137
Deere & Company
Illinois
$1.07M +$597K +6,004 +126%
Citigroup
138
Citigroup
New York
$1.06M -$923K -9,275 -46%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$1.04M – – –
HCM
140
Hollencrest Capital Management
California
$1.03M – – –
CAM
141
Capstone Asset Management
Texas
$1.03M +$19.9K +200 +2%
FLPIM
142
F.L. Putnam Investment Management
Massachusetts
$1.02M -$9.34K -94 -0.9%
LPL Financial
143
LPL Financial
California
$1M +$614K +6,329 +158%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$994K -$39.8K -400 -4%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$836K – – –
Allianz Asset Management
146
Allianz Asset Management
Germany
$797K -$1.1M -11,060 -58%
NCIM
147
New Century Investment Management
Michigan
$791K -$8.75K -88 -1%
ONB
148
Old National Bancorp
Indiana
$764K +$433K +4,353 +131%
AG
149
Aperio Group
California
$750K +$71.1K +716 +10%
HCA
150
Harbour Capital Advisors
Virginia
$714K -$720K -7,250 -50%
4 5
6
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