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Lithia Motors
LAD

Overview Fund Activity

241 hedge funds and large institutions have $2.89B invested in Lithia Motors in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
5.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
84
Reduced
78
Closed
27
Calls
$59.6M
Puts
$62.1M
Net Calls
-$2.43M
Net Calls Change
-$1.84M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$27.9M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$15M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$11.6M
4
Jane Street
4
Jane Street
New York
$11.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$17.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$102M
2
LCM
2
Lakewood Capital Management
New York
$23.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$120M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
SC
5
Shellback Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$72K -$3.4K -30 -5%
II
202
Inspire Investing
Idaho
$55K +$55K +480 New
PFBT
203
Parkside Financial Bank & Trust
Missouri
$53K -$671 -6 -1%
DVM
204
Dreman Value Management
Florida
$45K – – –
GFP
205
Gryphon Financial Partners
Ohio
$40K +$40K +352 New
SWA
206
Sutton Wealth Advisors
Florida
$33.4K – – –
ASN
207
Advisory Services Network
Georgia
$31K – – –
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$31K +$28.7K +250 +1,250%
TRCT
209
Tower Research Capital (TRC)
New York
$28K -$366K -3,193 -93%
GWM
210
Geneos Wealth Management
Colorado
$28K – – –
CAW
211
Cornerstone Advisors (Washington)
Washington
$22K – – –
GI
212
Gradient Investments
Minnesota
$20K +$20K +180 New
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$18K – – –
YWP
214
YorkBridge Wealth Partners
New York
$17K -$2.25K -20 -12%
MOS
215
MGO One Seven
Ohio
$16K +$16K +141 New
BL
216
Balentine LLC
Georgia
$14K – – –
SPIA
217
Steward Partners Investment Advisory
New York
$13K +$4.18K +37 +47%
Bessemer Group
218
Bessemer Group
New Jersey
$12K -$12K -107 -50%
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$12K +$5.71K +50 +91%
IWP
220
Icon Wealth Partners
Texas
$10K +$10K +86 New
LF
221
Lee Financial
Texas
$9K – – –
SIAS
222
Shine Investment Advisory Services
Colorado
$9K – – –
GAM
223
Gemmer Asset Management
California
$9K – – –
TL
224
TrueWealth LLC
Georgia
$8K +$8K +67 New
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
7 8
9
10 11