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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
PSUF
176
People's United Financial
Connecticut
$1.49M -$44.9K -164 -3%
YMRC
177
Yorktown Management & Research Company
Virginia
$1.48M -$164K -600 -11%
JIC
178
Johnson Investment Counsel
Ohio
$1.47M -$26.5K -97 -2%
KJHP
179
K.J. Harrison & Partners
Ontario, Canada
$1.46M – – –
EI
180
EAM Investors
California
$1.45M +$129K +471 +10%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$1.33M – – –
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$1.32M -$27.4K -100 -2%
QI
183
QS Investors
New York
$1.31M -$13.7K -50 -1%
BAM
184
Blueshift Asset Management
New Jersey
$1.25M +$1.17M +4,269 New
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$1.24M +$48.7K +178 +4%
SOADOR
186
State of Alaska Department of Revenue
Alaska
$1.24M +$114K +416 +11%
AIM
187
Aigen Investment Management
New York
$1.23M -$1.11M -4,063 -49%
JMPWA
188
JP Morgan Private Wealth Advisors
California
$1.16M -$12.3K -45 -1%
Mitsubishi UFJ Trust & Banking
189
Mitsubishi UFJ Trust & Banking
Japan
$1.14M -$356K -1,300 -25%
CF
190
CNA Financial
Illinois
$1.14M +$262K +959 +33%
FP
191
Factorial Partners
New York
$1.12M -$32.8K -120 -3%
CB
192
Commerce Bank
Missouri
$1.11M -$2.46K -9 -0.2%
RG
193
Renaissance Group
Kentucky
$1.08M +$1.64K +6 +0.2%
CGH
194
Crossmark Global Holdings
Texas
$1.08M +$16.4K +60 +2%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$1.07M – – –
X
196
Xponance
Pennsylvania
$1.02M +$136K +498 +17%
Simplex Trading
197
Simplex Trading
Illinois
$1M +$939K +3,432 New
Janus Henderson Group
198
Janus Henderson Group
United Kingdom
$1M +$371K +1,357 +66%
AB
199
Amalgamated Bank
New York
$983K +$136K +498 +17%
US Bancorp
200
US Bancorp
Minnesota
$980K +$101K +371 +12%
6 7
8
9 10

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.