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Lithia Motors
LAD

Overview Fund Activity

213 hedge funds and large institutions have $2.44B invested in Lithia Motors in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-7
Holders Change %
-3.18%
% of All Funds
5.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
94
Reduced
61
Closed
34
Calls
$6.06M
Puts
$3.92M
Net Calls
+$2.15M
Net Calls Change
+$3.75M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$90.1M
2
AAM
Aberdeen Asset Management
United Kingdom
$32M
3
PWAM
Park West Asset Management
California
$99.1M
4
MIH
Madison Investment Holdings
Wisconsin
$17.3M
5
Millennium Management
Millennium Management
New York
$18.3M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$0
2
Bank of New York Mellon
Bank of New York Mellon
New York
$135M
3
KCM
Kennedy Capital Management
Missouri
$22.3M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$8.73M
5
BlackRock
BlackRock
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gemmer Asset Management
California
$8K – – –
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +80 New
SPIA
203
Steward Partners Investment Advisory
New York
$7K – – –
SIAS
204
Shine Investment Advisory Services
Colorado
$7K +$7K +79 New
CTC
205
Central Trust Company
Missouri
$6K +$6K +62 New
AIM
206
Advantage Investment Management
Iowa
$5K +$273 +3 +6%
WAM
207
Wealthspire Advisors (Maryland)
Maryland
$5K +$5K +48 New
FANJ
208
Financial Architects (New Jersey)
New Jersey
$3K – – –
QCG
209
Quadrant Capital Group
Ohio
$2K – – –
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
WA
211
WFG Advisors
Texas
$1K – – –
QI
212
QS Investors
New York
$1K – – –
TWA
213
TCI Wealth Advisors
Arizona
$1K +$1K +7 New
CCM
214
Channing Capital Management
Illinois
– -$35.9M -419,436 Closed
RI
215
Redwood Investments
Massachusetts
– -$5.97M -69,737 Closed
LG
216
Leuthold Group
Minnesota
– -$3.57M -41,624 Closed
WC
217
Wexford Capital
Florida
– -$2.85M -33,269 Closed
Hudson Bay Capital Management
218
Hudson Bay Capital Management
Connecticut
– -$2.76M -32,189 Closed
FAM
219
Fred Alger Management
New York
– -$2.4M -27,963 Closed
Point72 Asset Management
220
Point72 Asset Management
Connecticut
– -$2.14M -25,000 Closed
MIAN
221
Mariner Independent Advisor Network
Kansas
– -$2.14M -24,989 Closed
TI
222
Trexquant Investment
Connecticut
– -$1.11M -12,913 Closed
IECM
223
Intrinsic Edge Capital Management
Illinois
– -$973K -11,358 Closed
Capstone Investment Advisors
224
Capstone Investment Advisors
New York
– -$812K -9,490 Closed
GCP
225
GSA Capital Partners
United Kingdom
– -$732K -8,547 Closed
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