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Lithia Motors
LAD

Overview Fund Activity

231 hedge funds and large institutions have $2.26B invested in Lithia Motors in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
85
Reduced
70
Closed
29
Calls
$7.52M
Puts
$6.04M
Net Calls
+$1.49M
Net Calls Change
-$25.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$19M
2
TCM
Tensile Capital Management
California
$15M
3
TSW
Thompson Siegel & Walmsley
Virginia
$11.1M
4
WA
Wasatch Advisors
Utah
$19M
5
Prudential Financial
Prudential Financial
New Jersey
$15.1M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$21.8M
2
PWAM
Park West Asset Management
California
$120M
3
SAM
Silvercrest Asset Management
New York
$14.4M
4
Citadel Advisors
Citadel Advisors
Florida
$3.85M
5
SAM
Scopus Asset Management
New York
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
HNB
202
Huntington National Bank
Ohio
$9K +$3.8K +41 +73%
GAM
203
Gemmer Asset Management
California
$8K – – –
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$8K – – –
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$8K – – –
AQA
206
Alpha Quant Advisors
Texas
$8K – – –
KPW
207
Kore Private Wealth
New York
$8K +$8K +85 New
LF
208
Lee Financial
Texas
$7K – – –
SIAS
209
Shine Investment Advisory Services
Colorado
$7K – – –
ASN
210
Advisory Services Network
Georgia
$6K -$15K -157 -71%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$6K – – –
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$6K +$381 +4 +7%
IA
213
IFP Advisors
Florida
$6K +$5.27K +58 +725%
MNBTD
214
Moody National Bank Trust Division
Texas
$5K +$5K +52 New
AIM
215
Advantage Investment Management
Iowa
$4K -$6.19K -65 -61%
CFGS
216
Concourse Financial Group Securities
Alabama
$4K +$273 +3 +7%
FRA
217
Front Row Advisors
California
$3K – – –
LWA
218
Lenox Wealth Advisors
New York
$3K +$3K +27 New
CFA
219
Camarda Financial Advisors
Florida
$3K +$3K +28 New
HGWM
220
Harvest Group Wealth Management
Massachusetts
$3K +$3K +32 New
FNC
221
First National Corp
Massachusetts
$3K +$3K +35 New
SCM
222
Shelton Capital Management
Colorado
$2.4K +$2.4K +223 New
BL
223
Balentine LLC
Georgia
$2K – – –
AF
224
Advisornet Financial
Minnesota
$2K +$2K +17 New
PCP
225
Proficio Capital Partners
Massachusetts
$2K +$2K +18 New
7 8
9
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