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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 %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +77 New
FHA
202
First Horizon Advisors
Tennessee
$6K -$348 -4 -5%
WA
203
WFG Advisors
Texas
$6K – – –
GAM
204
Gemmer Asset Management
California
$5K +$714 +8 +17%
FNBT
205
FineMark National Bank & Trust
Florida
$4K -$2.69K -33 -40%
NPC
206
National Planning Corporation
California
$3.27K +$3.27K +38 New
Schroder Investment Management Group
207
Schroder Investment Management Group
United Kingdom
$3K +$3K +35 New
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +23 New
HCM
209
Herndon Capital Management
Georgia
$2K +$2K +24 New
WA
210
WealthTrust-Arizona
Arizona
$1K – – –
BRWA
211
B. Riley Wealth Advisors
Florida
$37 +$37 +424 New
O
212
OppenheimerFunds
New York
– -$25.4M -335,168 Closed
GAM
213
Gotham Asset Management
New York
– -$22.9M -302,743 Closed
SCM
214
Sirios Capital Management
Massachusetts
– -$12.3M -162,196 Closed
Lord, Abbett & Co
215
Lord, Abbett & Co
New Jersey
– -$11M -145,830 Closed
HAI
216
Hennessy Advisors Inc
California
– -$10.5M -139,300 Closed
Millennium Management
217
Millennium Management
New York
– -$9.8M -129,430 Closed
PC
218
Pier Capital
Connecticut
– -$5.36M -70,812 Closed
GIPM
219
G2 Investment Partners Management
New York
– -$3.68M -48,666 Closed
CCM
220
Catapult Capital Management
New York
– -$3.16M -41,746 Closed
CCIA
221
Campbell & Co Investment Adviser
Maryland
– -$2.87M -37,848 Closed
Capital Fund Management (CFM)
222
Capital Fund Management (CFM)
France
– -$2.49M -32,889 Closed
EAM
223
EverPoint Asset Management
Connecticut
– -$2.27M -30,000 Closed
KPCM
224
Kings Point Capital Management
New York
– -$2.1M -27,700 Closed
GA
225
Geneva Advisors
Illinois
– -$1.13M -14,951 Closed
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9
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