Lithia Motors
185 hedge funds and large institutions have $1.63B invested in Lithia Motors in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 19 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
39% more capital invested
Capital invested by funds: $1.17B → $1.63B (+$453M)
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
4% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 74
0.17% more ownership
Funds ownership: 95.63% → 95.8% (+0.17%)
0% more funds holding
Funds holding: 185 → 185 (0)
74% less call options, than puts
Call options by funds: $6M | Put options by funds: $22.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$52.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$46.9M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$33.8M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.75M |
| 5 |
NAP
New Amsterdam Partners
New York
|
+$8.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.1M |
| 2 |
Millennium Management
New York
|
-$12M |
| 3 |
GH
Green Holdings
Hamilton,
Bermuda
|
-$11.3M |
| 4 |
SCM
Sandler Capital Management
New York
|
-$10.5M |
| 5 |
ACMM
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
|
-$9.74M |
LAD Hedge Fund Activity: Q3 2013 in Review
185 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2013, worth a combined $1.63B — up 39% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LAD positions and 19 closed out — a net gain of 3 holders — while 77 added to existing stakes and 74 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $52.5M. The largest seller was Fidelity Investments, cutting an estimated $53.1M.
- 185 institutional investors held Lithia Motors (LAD) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $1.63B of Lithia Motors stock for Q3 2013, up 39% quarter-over-quarter.
- 22 funds opened new Lithia Motors positions in Q3 2013 and 19 closed out, a net change of +3 holders.
- The largest Lithia Motors buyer in Q3 2013 was OppenheimerFunds, an estimated $52.5M added.
- The largest Lithia Motors seller in Q3 2013 was Fidelity Investments, an estimated $53.1M sold.
Based on aggregated 13F filings for Q3 2013.