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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 %
CONA
151
Capital One National Association
New York
$694K +$212K +2,129 +44%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$666K +$437K +4,392 +190%
PA
153
Profund Advisors
Maryland
$664K +$204K +2,051 +44%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$646K – – –
CB
155
Commerce Bank
Missouri
$626K +$626K +6,300 New
BGIM
156
Brandywine Global Investment Management
Pennsylvania
$622K -$6.51M -65,446 -91%
BCM
157
Bridgeway Capital Management
Texas
$591K +$24.8K +250 +4%
PG
158
Portola Group
California
$582K -$24.9K -250 -4%
PI
159
PineBridge Investments
New York
$580K +$61.8K +622 +12%
GCP
160
GSA Capital Partners
United Kingdom
$577K -$154K -1,550 -21%
VRS
161
Virginia Retirement Systems
Virginia
$577K +$577K +5,800 New
AAM
162
Advisors Asset Management
Colorado
$556K +$14.2K +143 +3%
T. Rowe Price Associates
163
T. Rowe Price Associates
Maryland
$547K – – –
ProShare Advisors
164
ProShare Advisors
Maryland
$516K -$47K -473 -8%
PL
165
Parkwood LLC
Ohio
$507K +$507K +5,100 New
BPGAM
166
BTG Pactual Global Asset Management
Bermuda
$488K +$488K +4,900 New
BUB
167
BBVA USA Bancshares
Texas
$487K +$187K +1,884 +63%
BHA
168
Beech Hill Advisors
New York
$480K +$480K +4,825 New
PGIM
169
Pacific Global Investment Management
California
$476K -$49.2K -495 -9%
CSS
170
Cubist Systematic Strategies
Connecticut
$459K +$459K +4,615 New
CA
171
Cetera Advisors
Colorado
$430K – – –
MERSOM
172
Municipal Employees' Retirement System of Michigan
Michigan
$427K -$149K -1,500 -26%
GH
173
GAM Holding
Switzerland
$418K +$418K +4,200 New
Legal & General Group
174
Legal & General Group
United Kingdom
$384K +$60.2K +610 +19%
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
$382K +$13.4K +135 +4%
5 6
7
8 9