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Lithia Motors
LAD

Overview Fund Activity

226 hedge funds and large institutions have $1.89B invested in Lithia Motors in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
73
Reduced
87
Closed
42
Calls
$35.8M
Puts
$8.72M
Net Calls
+$27M
Net Calls Change
+$34.4M

Top Buyers

1
LCM
1
Lakewood Capital Management
New York
$58.7M
2
ACM
2
Abrams Capital Management
Massachusetts
$176M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$101M
4
SAM
4
Scopus Asset Management
New York
$15.5M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$12.2M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$253K
3
Victory Capital Management
3
Victory Capital Management
Texas
$458K
4
TCM
4
TimesSquare Capital Management
New York
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$707K
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
176
Quattro Financial Advisors
Texas
$85.2K +$85.2K +1,000 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$84K +$33.3K +435 +66%
H
178
Hexavest
Quebec, Canada
$83K – – –
IUHSA
179
Itau Unibanco Holding S.A.
Brazil
$71K +$71K +940 New
FHB
180
First Hawaiian Bank
Hawaii
$64K -$454 -6 -0.7%
LIA
181
LS Investment Advisors
Michigan
$54K -$2.2K -29 -4%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$53K +$7.42K +98 +16%
AAM
183
Advisors Asset Management
Colorado
$51K -$38K -505 -43%
AssetMark Inc
184
AssetMark Inc
California
$42K -$7.4K -96 -15%
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$41.5K -$94K -1,232 -69%
CIM
186
Contravisory Investment Management
Massachusetts
$41K – – –
CAM
187
Cresset Asset Management
Illinois
$39K +$39K +511 New
SWA
188
Sutton Wealth Advisors
Florida
$34.4K +$12K +157 +53%
FHA
189
First Horizon Advisors
Tennessee
$31K -$7.35K -96 -19%
IDBONY
190
Israel Discount Bank of New York
New York
$26K – – –
LWCFA
191
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K +$24K +325 New
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$23K +$5.52K +72 +32%
GWM
193
Geneos Wealth Management
Colorado
$18K – – –
ASN
194
Advisory Services Network
Georgia
$17K +$6.96K +90 +69%
GI
195
Gradient Investments
Minnesota
$14K -$71.9K -925 -84%
VCM
196
Versant Capital Management
Arizona
$14K – – –
Bessemer Group
197
Bessemer Group
New Jersey
$12K – – –
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$12K +$2.98K +39 +33%
FCA
199
FinTrust Capital Advisors
South Carolina
$12K +$12K +158 New
GRP
200
Global Retirement Partners
California
$10K +$10K +137 New
6 7
8
9 10