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Lithia Motors
LAD

367 hedge funds and large institutions have $7.53B invested in Lithia Motors in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 115 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $5.1B → $7.53B (+$2.42B)

36% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $68.7M

23% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 115

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

4% more funds holding

Funds holding: 353 → 367 (+14)

1.26% less ownership

Funds ownership: 99.96% → 98.7% (-1.3%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
6.49%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
75
Increased
141
Reduced
115
Closed
55
Calls
$93.5M
Puts
$68.7M
Net Calls
+$24.8M
Net Calls Change
-$5.55M

Top Buyers

1
BlackRock
BlackRock
New York
+$167M
2
FAM
Fred Alger Management
New York
+$118M
3
Invesco
Invesco
Georgia
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.7M
5
American Century Companies
American Century Companies
Missouri
+$74.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$43M
2
PWAM
Park West Asset Management
California
-$30.3M
3
NCA
Newbrook Capital Advisors
New York
-$28.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.9M
5
Boston Partners
Boston Partners
Massachusetts
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
126
Allianz Asset Management
Germany
$4.3M -$688K -2,516 -15%
Barclays
127
Barclays
United Kingdom
$4.23M +$590K +2,157 +18%
MSA
128
Mason Street Advisors
Wisconsin
$4.08M +$531K +1,941 +16%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$4.05M +$3.79M +13,854 New
Citigroup
130
Citigroup
New York
$3.87M +$2.09M +7,642 +137%
JWM
131
Jackson Wealth Management
Florida
$3.59M +$3.35M +12,264 New
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$3.55M +$257K +940 +8%
AG
133
Aperio Group
California
$3.54M -$289K -1,055 -8%
Prudential Financial
134
Prudential Financial
New Jersey
$3.49M +$99.6K +364 +3%
APG Asset Management
135
APG Asset Management
Netherlands
$3.37M -$1.45M -5,300 -27%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$3.35M +$382K +1,398 +14%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$3.34M +$1.39M +5,086 +80%
Canada Life
138
Canada Life
Manitoba, Canada
$3.31M +$25.7K +94 +0.8%
Marshall Wace
139
Marshall Wace
United Kingdom
$3.28M +$3.07M +11,217 New
PAM
140
Panagora Asset Management
Massachusetts
$3.28M +$54.2K +198 +2%
SG Americas Securities
141
SG Americas Securities
New York
$3.17M +$643K +2,349 +28%
Federated Hermes
142
Federated Hermes
Pennsylvania
$3M -$572K -2,091 -17%
MA
143
Montag & Associates
Georgia
$2.83M +$1.55M +5,655 +141%
EAM
144
EULAV Asset Management
Florida
$2.78M +$1.64K +6 +0.1%
SOMRS
145
State of Michigan Retirement System
Michigan
$2.78M +$356K +1,300 +16%
AIP
146
Ameritas Investment Partners
Nebraska
$2.76M +$309K +1,130 +14%
State Board of Administration of Florida Retirement System
147
State Board of Administration of Florida Retirement System
Florida
$2.67M +$148K +540 +6%
NMIMC
148
Northwestern Mutual Investment Management Company
Wisconsin
$2.63M +$2.46M +8,982 New
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.55M +$419K +1,532 +21%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$2.49M -$1.76M -6,424 -43%
4 5
6
7 8

LAD Hedge Fund Activity: Q4 2020 in Review

367 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2020, worth a combined $7.53B — up 48% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LAD positions and 55 closed out — a net gain of 20 holders — while 141 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $43M.

  • 367 institutional investors held Lithia Motors (LAD) as of Q4 2020, up from 353 in Q3 2020.
  • Funds reported $7.53B of Lithia Motors stock for Q4 2020, up 48% quarter-over-quarter.
  • 75 funds opened new Lithia Motors positions in Q4 2020 and 55 closed out, a net change of +20 holders.
  • The largest Lithia Motors buyer in Q4 2020 was BlackRock, an estimated $167M added.
  • The largest Lithia Motors seller in Q4 2020 was JP Morgan Chase, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2020.