Lithia Motors
LAD
200 hedge funds and large institutions have $1.5B invested in Lithia Motors in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 69 reducing their positions, and 22 closing their positions.
73% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 22
17% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 69
8% more funds holding
Funds holding: 185 → 200 (+15)
3.27% less ownership
Funds ownership: 95.8% → 92.53% (-3.3%)
8% less capital invested
Capital invested by funds: $1.63B → $1.5B (-$127M)
69% less call options, than puts
Call options by funds: $4.31M | Put options by funds: $13.9M
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
+$34.7M |
| 2 |
NAP
New Amsterdam Partners
New York
|
+$23.6M |
| 3 |
Millennium Management
New York
|
+$13.5M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$13.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$70.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.1M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$18.4M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$12.3M |
| 5 |
GH
Green Holdings
Hamilton,
Bermuda
|
-$7.94M |
LAD Hedge Fund Activity: Q4 2013 in Review
200 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2013, worth a combined $1.5B — down 7.8% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new LAD positions and 22 closed out — a net gain of 16 holders — while 81 added to existing stakes and 69 trimmed.
The largest buyer was Scopus Asset Management, opening a new position worth an estimated $34.7M. The largest seller was OppenheimerFunds, cutting an estimated $70.3M.
- 200 institutional investors held Lithia Motors (LAD) as of Q4 2013, up from 185 in Q3 2013.
- Funds reported $1.5B of Lithia Motors stock for Q4 2013, down 7.8% quarter-over-quarter.
- 38 funds opened new Lithia Motors positions in Q4 2013 and 22 closed out, a net change of +16 holders.
- The largest Lithia Motors buyer in Q4 2013 was Scopus Asset Management, an estimated $34.7M added.
- The largest Lithia Motors seller in Q4 2013 was OppenheimerFunds, an estimated $70.3M sold.
Based on aggregated 13F filings for Q4 2013.