Lithia Motors
214 hedge funds and large institutions have $2.44B invested in Lithia Motors in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 34 closing their positions.
82% more capital inflows, than outflows
Capital inflows: $243M | Capital outflows: $134M
54% more call options, than puts
Call options by funds: $6.09M | Put options by funds: $3.94M
54% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 61
5.41% more ownership
Funds ownership: 103.57% → 108.99% (+5.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 221 → 214 (-7)
18% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$50.3M |
| 2 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$30.7M |
| 3 |
Park West Asset Management
San Francisco,
California
|
+$20.2M |
| 4 |
Madison Investment Holdings
Madison,
Wisconsin
|
+$16.6M |
| 5 |
Millennium Management
New York
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Channing Capital Management
Chicago,
Illinois
|
-$35.9M |
| 2 |
Bank of New York Mellon
New York
|
-$11.8M |
| 3 |
Kennedy Capital Management
St Louis,
Missouri
|
-$8.02M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$7.69M |
| 5 |
BlackRock
New York
|
-$6.47M |
LAD Hedge Fund Activity: Q2 2017 in Review
214 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2017, worth a combined $2.44B — up 15% from $2.12B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of LAD and 28 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 94 added.
The largest buyer was Victory Capital Management, adding an estimated $50.3M. The largest seller was Channing Capital Management, exiting entirely with an estimated $35.9M sold.
- 214 institutional investors held Lithia Motors (LAD) as of Q2 2017, down from 221 in Q1 2017.
- Funds reported $2.44B of Lithia Motors stock for Q2 2017, up 15% quarter-over-quarter.
- 28 funds opened new Lithia Motors positions in Q2 2017 and 34 closed out, a net change of -6 holders.
- The largest Lithia Motors buyer in Q2 2017 was Victory Capital Management, an estimated $50.3M added.
- The largest Lithia Motors seller in Q2 2017 was Channing Capital Management, an estimated $35.9M sold.
Based on aggregated 13F filings for Q2 2017.