Lithia Motors
261 hedge funds and large institutions have $2.56B invested in Lithia Motors in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
41% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 82
7% more funds holding
Funds holding: 245 → 261 (+16)
1.62% more ownership
Funds ownership: 99.95% → 101.57% (+1.6%)
0% more capital invested
Capital invested by funds: $2.55B → $2.56B (+$4.15M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
55% less call options, than puts
Call options by funds: $3.86M | Put options by funds: $8.65M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$45.5M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$34M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.9M |
| 4 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$19.4M |
| 5 |
Renaissance Technologies
New York
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
-$54.9M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$21.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$20.3M |
| 4 |
AC
Amici Capital
New York
|
-$13.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.8M |
LAD Hedge Fund Activity: Q4 2015 in Review
261 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2015, worth a combined $2.56B — up 0.16% from $2.55B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new LAD positions and 16 closed out — a net gain of 19 holders — while 116 added to existing stakes and 82 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $45.5M. The largest seller was Glenview Capital Management, cutting an estimated $54.9M.
- 261 institutional investors held Lithia Motors (LAD) as of Q4 2015, up from 245 in Q3 2015.
- Funds reported $2.56B of Lithia Motors stock for Q4 2015, up 0.16% quarter-over-quarter.
- 35 funds opened new Lithia Motors positions in Q4 2015 and 16 closed out, a net change of +19 holders.
- The largest Lithia Motors buyer in Q4 2015 was Capital World Investors, an estimated $45.5M added.
- The largest Lithia Motors seller in Q4 2015 was Glenview Capital Management, an estimated $54.9M sold.
Based on aggregated 13F filings for Q4 2015.