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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 %
FAB
176
First American Bank
Illinois
$369K – – –
CIM
177
CIM Investment Management
Pennsylvania
$355K – – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$354K -$105K -1,061 -23%
TAM
179
Tocqueville Asset Management
New York
$348K +$49.7K +500 +17%
M&T Bank
180
M&T Bank
New York
$315K +$315K +3,169 New
1GA
181
1st Global Advisors
Texas
$309K +$309K +3,105 New
GLRA
182
Gerald L. Ray & Associates
Texas
$303K – – –
MSA
183
Mason Street Advisors
Wisconsin
$301K +$9.33K +94 +3%
Barclays
184
Barclays
United Kingdom
$300K -$927K -9,371 -76%
MFS
185
Monetta Financial Services
Illinois
$298K +$298K +3,000 New
Balyasny Asset Management
186
Balyasny Asset Management
Illinois
$283K +$283K +2,850 New
FIG
187
FundX Investment Group
California
$278K +$278K +2,800 New
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$274K +$274K +2,755 New
UR
189
USCA RIA
Texas
$270K +$270K +2,714 New
Credit Agricole
190
Credit Agricole
France
$258K – – –
IMAS
191
ID Management A/S
Denmark
$249K – – –
Tudor Investment Corp
192
Tudor Investment Corp
Connecticut
$239K -$65K -653 -21%
Lazard Asset Management
193
Lazard Asset Management
New York
$232K +$211K +2,120 +986%
CI
194
Cowen Inc
New York
$231K +$231K +2,324 New
AB
195
Amalgamated Bank
New York
$230K +$230K +2,318 New
PFP
196
Pinnacle Financial Partners
Tennessee
$217K +$217K +2,180 New
Canada Life
197
Canada Life
Manitoba, Canada
$216K – – –
SG Americas Securities
198
SG Americas Securities
New York
$209K -$548K -5,515 -72%
AIP
199
Ameritas Investment Partners
Nebraska
$203K +$203K +2,045 New
HNB
200
Huntington National Bank
Ohio
$166K +$166K +1,671 New
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