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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.

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 %
IA
201
IFP Advisors
Florida
$21K +$1.95K +20 +10%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$19K -$38K -400 -67%
LTFS
203
Ladenburg Thalmann Financial Services
Florida
$15K +$7.74K +81 +107%
Nomura Asset Management
204
Nomura Asset Management
Japan
$15K +$15K +160 New
BL
205
Balentine LLC
Georgia
$13K +$2.89K +30 +29%
GAM
206
Gemmer Asset Management
California
$8K – – –
LF
207
Lee Financial
Texas
$8K +$8K +80 New
SPIA
208
Steward Partners Investment Advisory
New York
$7K +$7K +78 New
VCM
209
Versant Capital Management
Arizona
$6K – – –
PMFA
210
Plante Moran Financial Advisors
Michigan
$4K +$1.37K +14 +52%
AIM
211
Advantage Investment Management
Iowa
$4K +$4K +40 New
WTC
212
WhitTier Trust Company
Nevada
$4K +$4K +40 New
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +35 New
ACS
214
Archford Capital Strategies
Illinois
$2K +$2K +29 New
WA
215
WFG Advisors
Texas
$1K – – –
QI
216
QS Investors
New York
$1K – – –
JWA
217
JFS Wealth Advisors
Pennsylvania
$1K +$1K +10 New
YWP
218
YorkBridge Wealth Partners
New York
$1K +$1K +12 New
PCM
219
Palestra Capital Management
New York
– -$48.9M -512,223 Closed
HAI
220
Hennessy Advisors Inc
California
– -$26.3M -275,418 Closed
WCA
221
Waratah Capital Advisors
Ontario, Canada
– -$18.8M -196,710 Closed
OCM
222
Oskie Capital Management
New York
– -$10.5M -110,425 Closed
PC
223
Pier Capital
Connecticut
– -$5.88M -61,523 Closed
SPPAM
224
Summit Partners Public Asset Management
Massachusetts
– -$5.25M -55,000 Closed
RCMC
225
RK Capital Management (Colorado)
Colorado
– -$4.98M -52,100 Closed
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