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Lithia Motors
LAD

Overview Fund Activity

219 hedge funds and large institutions have $2.42B invested in Lithia Motors in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
47
Increased
84
Reduced
62
Closed
32
Calls
$4.1M
Puts
$1.28M
Net Calls
+$2.83M
Net Calls Change
+$192K

Top Buyers

1
VFA
1
Virtus Fund Advisers
Connecticut
$52.7M
2
BFA
2
BlackRock Fund Advisors
California
$185M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$19M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$16.3M
5
GKIM
5
GW&K Investment Management
Massachusetts
$61.4M

Top Sellers

1
PCM
1
Palestra Capital Management
New York
$0
2
HAI
2
Hennessy Advisors Inc
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$20.1M
4
WCA
4
Waratah Capital Advisors
Ontario, Canada
$0
5
TCM
5
TimesSquare Capital Management
New York
$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
176
Tyers Asset Management
Texas
$103K +$103K +1,064 New
MFS
177
MSI Financial Services
Massachusetts
$99K -$29K -298 -23%
LCM
178
Legato Capital Management
California
$98.6K +$98.6K +1,018 New
RCM
179
Riverhead Capital Management
Delaware
$97K – – –
Barclays
180
Barclays
United Kingdom
$95K -$322K -3,321 -77%
HNB
181
Huntington National Bank
Ohio
$93K +$93K +961 New
LIA
182
LS Investment Advisors
Michigan
$88K +$4.84K +50 +6%
NA
183
Neuburgh Advisers
California
$81K +$81K +836 New
DADC
184
D.A. Davidson & Co
Montana
$78K +$7.67K +80 +11%
AssetMark Inc
185
AssetMark Inc
California
$76K +$11.5K +119 +18%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$71K +$71K +729 New
Citigroup
187
Citigroup
New York
$65K -$1.64M -16,760 -96%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$60K – – –
MCIM
189
Meadow Creek Investment Management
Georgia
$59K +$59K +608 New
IDBONY
190
Israel Discount Bank of New York
New York
$58K +$58K +602 New
CIM
191
Contravisory Investment Management
Massachusetts
$57K -$10.6K -110 -16%
BTIS
192
BB&T Investment Services
North Carolina
$49K +$49K +502 New
Creative Planning
193
Creative Planning
Kansas
$49K +$48.8K +505 +25,250%
ClearBridge Investments
194
ClearBridge Investments
New York
$44K – – –
FHA
195
First Horizon Advisors
Tennessee
$43K – – –
Bessemer Group
196
Bessemer Group
New Jersey
$39K +$20.9K +214 +115%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$34K -$2.78K -29 -8%
SWA
198
Sutton Wealth Advisors
Florida
$28.5K – – –
GWM
199
Geneos Wealth Management
Colorado
$28K – – –
BJ
200
BlackRock Japan
Japan
$24K +$24K +252 New
6 7
8
9 10