We are live on ! Find out more
LAD icon

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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
GC
151
Guggenheim Capital
Illinois
$2.48M +$225K +824 +11%
WAM
152
Wolverine Asset Management
Illinois
$2.47M -$7.26M -26,546 -76%
HA
153
Harfst & Associates
Wyoming
$2.47M +$54.7K +200 +2%
ACM
154
Argent Capital Management
Missouri
$2.37M +$243K +888 +12%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$2.29M -$722K -2,641 -25%
KOCAA
156
Knights of Columbus Asset Advisors
Connecticut
$2.25M -$2.46K -9 -0.1%
OAM
157
Oppenheimer Asset Management
New York
$2.22M +$580K +2,122 +39%
ASRS
158
Arizona State Retirement System
Arizona
$2.21M +$235K +860 +13%
Stifel Financial
159
Stifel Financial
Missouri
$2.18M +$904K +3,304 +80%
MCM
160
Moore Capital Management
New York
$2.05M +$137K +500 +8%
AIA
161
Avalon Investment & Advisory
Texas
$2.04M -$14K -51 -0.7%
VRS
162
Virginia Retirement Systems
Virginia
$2.02M -$274K -1,000 -13%
CIP
163
Chartwell Investment Partners
Pennsylvania
$1.99M -$423K -1,546 -19%
Sumitomo Mitsui Trust Group
164
Sumitomo Mitsui Trust Group
Japan
$1.94M -$120K -437 -6%
VIA
165
Vident Investment Advisory
Georgia
$1.92M -$97.4K -356 -5%
GTCM
166
Gyon Technologies Capital Management
New Jersey
$1.91M +$1.37M +5,018 +331%
HFS
167
Haverford Financial Services
Pennsylvania
$1.91M -$259K -945 -13%
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$1.9M +$246K +900 +16%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$1.83M +$885K +3,236 +129%
Wolverine Trading
170
Wolverine Trading
Illinois
$1.78M +$1.28M +4,681 +340%
LPL Financial
171
LPL Financial
California
$1.77M +$880K +3,217 +114%
First Trust Advisors
172
First Trust Advisors
Illinois
$1.63M -$1.07M -3,928 -41%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$1.63M +$818K +2,990 +117%
SWM
174
SeaCrest Wealth Management
New York
$1.62M – – –
Squarepoint
175
Squarepoint
New York
$1.55M -$6.36M -23,265 -81%
5 6
7
8 9

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.