Lithia Motors
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.
86% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 21
62% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 61
21% more call options, than puts
Call options by funds: $7.22M | Put options by funds: $5.96M
19% more capital invested
Capital invested by funds: $2B → $2.38B (+$381M)
7% more funds holding
Funds holding: 213 → 228 (+15)
3.81% more ownership
Funds ownership: 97.8% → 101.61% (+3.8%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$40M |
| 2 |
Neuberger Berman Group
New York
|
+$29.4M |
| 3 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$25.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$41.4M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$22.4M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20M |
| 4 |
AP
Alydar Partners
Boston,
Massachusetts
|
-$16.6M |
| 5 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$13M |
LAD Hedge Fund Activity: Q1 2015 in Review
228 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2015, worth a combined $2.38B — up 19% from $2B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new LAD positions and 21 closed out — a net gain of 18 holders — while 99 added to existing stakes and 61 trimmed.
The largest buyer was GW&K Investment Management, opening a new position worth an estimated $40M. The largest seller was Westwood Holdings Group, cutting an estimated $41.4M.
- 228 institutional investors held Lithia Motors (LAD) as of Q1 2015, up from 213 in Q4 2014.
- Funds reported $2.38B of Lithia Motors stock for Q1 2015, up 19% quarter-over-quarter.
- 39 funds opened new Lithia Motors positions in Q1 2015 and 21 closed out, a net change of +18 holders.
- The largest Lithia Motors buyer in Q1 2015 was GW&K Investment Management, an estimated $40M added.
- The largest Lithia Motors seller in Q1 2015 was Westwood Holdings Group, an estimated $41.4M sold.
Based on aggregated 13F filings for Q1 2015.