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Lithia Motors
LAD

231 hedge funds and large institutions have $2.26B invested in Lithia Motors in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $6.04M

21% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 70

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

19% more capital invested

Capital invested by funds: $1.89B → $2.26B (+$361M)

2% more funds holding

Funds holding: 226 → 231 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.41% less ownership

Funds ownership: 110.22% → 108.81% (-1.4%)

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
85
Reduced
70
Closed
29
Calls
$7.52M
Puts
$6.04M
Net Calls
+$1.49M
Net Calls Change
-$25.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.6M
2
TCM
Tensile Capital Management
California
+$14.1M
3
TSW
Thompson Siegel & Walmsley
Virginia
+$10.4M
4
WA
Wasatch Advisors
Utah
+$7.01M
5
Prudential Financial
Prudential Financial
New Jersey
+$5.89M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$16M
2
PWAM
Park West Asset Management
California
-$15.8M
3
SAM
Silvercrest Asset Management
New York
-$14.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
5
SAM
Scopus Asset Management
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GH
151
GAM Holding
Switzerland
$339K +$318K +3,657 New
AB
152
Amalgamated Bank
New York
$328K +$9.05K +104 +3%
Victory Capital Management
153
Victory Capital Management
Texas
$326K -$216K -2,488 -41%
CA
154
Cetera Advisors
Colorado
$310K -$13.2K -152 -4%
NA
155
Neuburgh Advisers
California
$304K – – –
ProShare Advisors
156
ProShare Advisors
Maryland
$296K +$8.53K +98 +3%
CIM
157
CIM Investment Management
Pennsylvania
$285K -$2.26K -26 -0.8%
PGIM
158
Pacific Global Investment Management
California
$283K +$1.74K +20 +0.7%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$281K – – –
US Bancorp
160
US Bancorp
Minnesota
$277K -$1.57K -18 -0.6%
HTC
161
Haverford Trust Company
Pennsylvania
$267K -$102K -1,175 -29%
ECM
162
Everence Capital Management
Indiana
$261K +$244K +2,810 New
GC
163
Guggenheim Capital
Illinois
$227K +$213K +2,447 New
ONB
164
Old National Bancorp
Indiana
$224K -$19.7K -226 -9%
MCIM
165
Meadow Creek Investment Management
Georgia
$221K – – –
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
$208K +$195K +2,242 New
BCM
167
Bayesian Capital Management
New York
$206K +$193K +2,217 New
AIP
168
Ameritas Investment Partners
Nebraska
$177K – – –
RIA
169
Realta Investment Advisors
Delaware
$171K +$163K +1,870 New
RFC
170
Regions Financial Corp
Alabama
$146K -$15.6K -179 -10%
SG Americas Securities
171
SG Americas Securities
New York
$139K +$130K +1,495 New
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$129K -$37.4K -430 -24%
AG
173
Advisor Group
Arizona
$119K +$8.96K +103 +9%
H
174
Hexavest
Quebec, Canada
$101K – – –
FHB
175
First Hawaiian Bank
Hawaii
$79K +$522 +6 +0.7%
5 6
7
8 9

LAD Hedge Fund Activity: Q1 2019 in Review

231 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2019, worth a combined $2.26B — up 19% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LAD positions and 29 closed out — a net gain of 6 holders — while 85 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $17.6M. The largest seller was Aberdeen Group, cutting an estimated $16M.

  • 231 institutional investors held Lithia Motors (LAD) as of Q1 2019, up from 226 in Q4 2018.
  • Funds reported $2.26B of Lithia Motors stock for Q1 2019, up 19% quarter-over-quarter.
  • 35 funds opened new Lithia Motors positions in Q1 2019 and 29 closed out, a net change of +6 holders.
  • The largest Lithia Motors buyer in Q1 2019 was Fidelity Investments, an estimated $17.6M added.
  • The largest Lithia Motors seller in Q1 2019 was Aberdeen Group, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2019.