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Lithia Motors
LAD

Overview Fund Activity

213 hedge funds and large institutions have $2B invested in Lithia Motors in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-14
Holders Change %
-6.17%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
33
Increased
73
Reduced
85
Closed
44
Calls
$7.45M
Puts
$5.87M
Net Calls
+$1.58M
Net Calls Change
+$2.58M

Top Buyers

1
PCM
1
Palestra Capital Management
New York
$53.4M
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$40.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$61.9M
4
SAM
4
Scopus Asset Management
New York
$26.5M
5
GCM
5
Glenview Capital Management
New York
$122M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.51M
3
O
3
OppenheimerFunds
New York
$0
4
GAM
4
Gotham Asset Management
New York
$0
5
NAP
5
New Amsterdam Partners
New York
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
176
Tocqueville Asset Management
New York
$260K +$260K +3,000 New
MSA
177
Mason Street Advisors
Wisconsin
$255K +$9.03K +104 +4%
Credit Agricole
178
Credit Agricole
France
$224K – – –
IMAS
179
ID Management A/S
Denmark
$217K – – –
BNP Paribas Asset Management
180
BNP Paribas Asset Management
France
$205K +$205K +2,366 New
Royal Bank of Canada
181
Royal Bank of Canada
Ontario, Canada
$199K +$26.8K +311 +16%
Canada Life
182
Canada Life
Manitoba, Canada
$189K +$81.6K +944 +76%
Federated Hermes
183
Federated Hermes
Pennsylvania
$182K -$1.72M -19,855 -90%
H
184
Hexavest
Quebec, Canada
$121K – – –
TRCT
185
Tower Research Capital (TRC)
New York
$115K +$97.1K +1,116 +542%
Creative Planning
186
Creative Planning
Kansas
$93K – – –
CIM
187
Contravisory Investment Management
Massachusetts
$69K -$34.5K -400 -33%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$68K -$6.5K -75 -9%
PCM
189
Prelude Capital Management
New York
$65K -$117K -1,350 -64%
SO
190
STRS Ohio
Ohio
$61K +$26.1K +300 +75%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$60K -$12.7K -146 -17%
BlackRock
192
BlackRock
New York
$56K – – –
Walleye Trading
193
Walleye Trading
New York
$32K +$32K +368 New
LTFS
194
Ladenburg Thalmann Financial Services
Florida
$29K -$29.1K -339 -50%
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$27K -$430K -4,916 -94%
ClearBridge Investments
196
ClearBridge Investments
New York
$26K -$113K -1,300 -81%
MFS
197
MSI Financial Services
Massachusetts
$26K +$26K +300 New
Lazard Asset Management
198
Lazard Asset Management
New York
$18K +$6.7K +80 +59%
QT
199
Quantbot Technologies
New York
$13K -$561K -6,475 -98%
Manulife (Manufacturers Life Insurance)
200
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1K +$8.77K +101,192 +682%
6 7
8
9 10