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Lithia Motors
LAD

185 hedge funds and large institutions have $1.17B invested in Lithia Motors in 2013 Q2 according to their latest regulatory filings, with 185 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

95.63% more ownership

Funds ownership: 0% → 95.63% (+96%)

26% less call options, than puts

Call options by funds: $5.38M | Put options by funds: $7.3M

Holders
185
Holders Change
+185
Holders Change %
–
% of All Funds
6.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
185
Increased
–
Reduced
–
Closed
–
Calls
$5.38M
Puts
$7.3M
Net Calls
-$1.92M
Net Calls Change
-$1.92M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$108M +$102M +2,024,971 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$71.9M +$67.8M +1,349,582 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$65M +$61.2M +1,218,343 New
BFA
4
BlackRock Fund Advisors
California
$55.3M +$52.1M +1,037,960 New
Bank of America
5
Bank of America
North Carolina
$46.3M +$43.6M +868,447 New
WRF
6
Waddell & Reed Financial
Kansas
$43.7M +$41.2M +820,310 New
Invesco
7
Invesco
Georgia
$40.9M +$38.5M +766,850 New
O
8
OppenheimerFunds
New York
$38.1M +$35.9M +715,500 New
SB
9
Suntrust Banks
Georgia
$36.5M +$34.4M +685,113 New
State Street
10
State Street
Massachusetts
$35.5M +$33.5M +666,091 New
TCM
11
TimesSquare Capital Management
New York
$32M +$30.1M +599,400 New
BIT
12
BlackRock Institutional Trust
California
$31.2M +$29.4M +585,818 New
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$23.3M +$21.9M +436,640 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.6M +$20.3M +404,639 New
SAM
15
Silvercrest Asset Management
New York
$21.2M +$20M +397,603 New
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$21M +$19.8M +393,590 New
ACMM
17
Arbor Capital Management (Minnesota)
Minnesota
$19.8M +$18.7M +371,720 New
Northern Trust
18
Northern Trust
Illinois
$17.6M +$16.5M +329,447 New
PCM
19
Penn Capital Management
Pennsylvania
$15.8M +$14.9M +295,883 New
GH
20
Green Holdings
Bermuda
$15M +$14.2M +282,200 New
CCM
21
Channing Capital Management
Illinois
$13.1M +$12.4M +246,432 New
Franklin Resources
22
Franklin Resources
California
$12.5M +$11.8M +234,982 New
GA
23
Geneva Advisors
Illinois
$11.4M +$10.7M +213,626 New
HRCM
24
Hood River Capital Management
Florida
$11.2M +$10.6M +210,880 New
SCM
25
Sandler Capital Management
New York
$10.5M +$9.87M +196,553 New
1
2 3 4 5

LAD Hedge Fund Activity: Q2 2013 in Review

185 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2013, worth a combined $1.17B.

Buyers outnumbered sellers: 185 funds opened new LAD positions and 0 closed out — a net gain of 185 holders — while 0 added to existing stakes and 0 trimmed.

  • 185 institutional investors held Lithia Motors (LAD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.17B of Lithia Motors stock for Q2 2013.
  • 185 funds opened new Lithia Motors positions in Q2 2013 and 0 closed out, a net change of +185 holders.

Based on aggregated 13F filings for Q2 2013.