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Lithia Motors
LAD

367 hedge funds and large institutions have $7.53B invested in Lithia Motors in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 115 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $5.1B → $7.53B (+$2.42B)

36% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $68.7M

23% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 115

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

4% more funds holding

Funds holding: 353 → 367 (+14)

1.26% less ownership

Funds ownership: 99.96% → 98.7% (-1.3%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
6.49%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
75
Increased
141
Reduced
115
Closed
55
Calls
$93.5M
Puts
$68.7M
Net Calls
+$24.8M
Net Calls Change
-$5.55M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$167M
2
FAM
Fred Alger Management
New York
+$118M
3
Invesco
Invesco
Georgia
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.7M
5
American Century Companies
American Century Companies
Missouri
+$74.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$43M
2
PWAM
Park West Asset Management
California
-$30.3M
3
NCA
Newbrook Capital Advisors
New York
-$28.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.9M
5
Boston Partners
Boston Partners
Massachusetts
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
201
Bank of Hawaii
Hawaii
$963K +$900K +3,291 New
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$905K +$128K +469 +18%
HIS
203
Harvest Investment Services
Illinois
$898K +$188K +689 +29%
DA
204
DCM Advisors
New York
$878K +$821K +3,000 New
PA
205
Profund Advisors
Maryland
$876K +$187K +683 +30%
Pacer Advisors
206
Pacer Advisors
Pennsylvania
$834K -$654K -2,391 -46%
SSIM
207
Sheets Smith Investment Management
Texas
$832K +$778K +2,843 New
DA
208
Duality Advisers
Florida
$817K -$2.62M -9,567 -77%
KFA
209
Krane Funds Advisors
New York
$816K +$155K +566 +25%
TRCT
210
Tower Research Capital (TRC)
New York
$797K -$4.02M -14,698 -84%
GC
211
Globeflex Capital
California
$793K – – –
WHCM
212
Wolf Hill Capital Management
Connecticut
$790K +$739K +2,700 New
NAG
213
Northstar Advisory Group
New Jersey
$760K +$711K +2,598 New
IA
214
IndexIQ Advisors
New York
$750K +$72.5K +265 +12%
CAG
215
Csenge Advisory Group
Florida
$740K – – –
FHB
216
First Hawaiian Bank
Hawaii
$739K -$96K -351 -12%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$729K +$37.5K +137 +6%
SAM
218
Securian Asset Management
Minnesota
$729K +$95.7K +350 +16%
Teacher Retirement System of Texas
219
Teacher Retirement System of Texas
Texas
$710K -$487K -1,780 -42%
PP
220
Paloma Partners
Connecticut
$708K -$1.15M -4,218 -64%
IMRF
221
Illinois Municipal Retirement Fund
Illinois
$699K +$654K +2,390 New
Osaic Holdings
222
Osaic Holdings
Arizona
$697K +$9.3K +34 +1%
CNAM
223
Campbell Newman Asset Management
Wisconsin
$676K +$47.6K +174 +8%
OQS
224
Occudo Quantitative Strategies
Florida
$669K +$625K +2,285 New
PAMU
225
Pictet Asset Management (UK)
United Kingdom
$644K +$54.7K +200 +10%
7 8
9
10 11

LAD Hedge Fund Activity: Q4 2020 in Review

367 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2020, worth a combined $7.53B — up 48% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LAD positions and 55 closed out — a net gain of 20 holders — while 141 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $43M.

  • 367 institutional investors held Lithia Motors (LAD) as of Q4 2020, up from 353 in Q3 2020.
  • Funds reported $7.53B of Lithia Motors stock for Q4 2020, up 48% quarter-over-quarter.
  • 75 funds opened new Lithia Motors positions in Q4 2020 and 55 closed out, a net change of +20 holders.
  • The largest Lithia Motors buyer in Q4 2020 was BlackRock, an estimated $167M added.
  • The largest Lithia Motors seller in Q4 2020 was JP Morgan Chase, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2020.