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Lithia Motors
LAD

Overview Fund Activity

226 hedge funds and large institutions have $1.89B invested in Lithia Motors in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
73
Reduced
87
Closed
42
Calls
$35.8M
Puts
$8.72M
Net Calls
+$27M
Net Calls Change
+$34.4M

Top Buyers

1
LCM
1
Lakewood Capital Management
New York
$58.7M
2
ACM
2
Abrams Capital Management
Massachusetts
$176M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$101M
4
SAM
4
Scopus Asset Management
New York
$15.5M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$12.2M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$253K
3
Victory Capital Management
3
Victory Capital Management
Texas
$458K
4
TCM
4
TimesSquare Capital Management
New York
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$707K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
AIM
202
Advantage Investment Management
Iowa
$8K +$2.24K +30 +39%
MOS
203
MGO One Seven
Ohio
$8K +$8K +114 New
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$7K – – –
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$7K – – –
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$7K +$7K +86 New
AQA
207
Alpha Quant Advisors
Texas
$7K +$7K +91 New
GAM
208
Gemmer Asset Management
California
$6K – – –
LF
209
Lee Financial
Texas
$6K – – –
SIAS
210
Shine Investment Advisory Services
Colorado
$6K – – –
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$5K -$3.73K -44 -43%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$5K +$5K +69 New
JA
213
JOYN Advisors
Georgia
$4K -$519 -7 -11%
HNB
214
Huntington National Bank
Ohio
$4K +$3.93K +55 +5,500%
WAS
215
WESPAC Advisors SoCal
California
$4K +$4K +58 New
CFGS
216
Concourse Financial Group Securities
Alabama
$3K -$26.4K -361 -90%
PCG
217
Private Capital Group
Connecticut
$3K -$9.95K -126 -77%
FRA
218
Front Row Advisors
California
$2K -$667 -10 -25%
BL
219
Balentine LLC
Georgia
$2K – – –
RCAG
220
Rehmann Capital Advisory Group
Michigan
$1.3K -$2.98K -39 -70%
IA
221
IFP Advisors
Florida
$1K -$7.38K -59 -88%
QI
222
QS Investors
New York
$1K – – –
AF
223
Allworth Financial
California
$1K – – –
FGC
224
Financial Gravity Companies
Texas
$1K +$1K +9 New
PWMG
225
Prestige Wealth Management Group
New Jersey
$1K +$1K +10 New
7 8
9
10 11