Lithia Motors
223 hedge funds and large institutions have $3.04B invested in Lithia Motors in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 78 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
25% more capital invested
Capital invested by funds: $2.44B → $3.04B (+$600M)
4% more funds holding
Funds holding: 214 → 223 (+9)
3% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 78
3.72% less ownership
Funds ownership: 108.99% → 105.27% (-3.7%)
17% less call options, than puts
Call options by funds: $5.8M | Put options by funds: $7.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$53.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$23.7M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$17.9M |
| 4 |
BlackRock
New York
|
+$8.43M |
| 5 |
JP Morgan Chase
New York
|
+$8.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$29.5M |
| 2 |
LCM
Lakewood Capital Management
New York
|
-$25.6M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$23.9M |
| 4 |
Goldman Sachs
New York
|
-$18.8M |
| 5 |
Millennium Management
New York
|
-$18.3M |
LAD Hedge Fund Activity: Q3 2017 in Review
223 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2017, worth a combined $3.04B — up 25% from $2.44B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new LAD positions and 20 closed out — a net gain of 12 holders — while 76 added to existing stakes and 78 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $53.8M. The largest seller was Park West Asset Management, cutting an estimated $29.5M.
- 223 institutional investors held Lithia Motors (LAD) as of Q3 2017, up from 214 in Q2 2017.
- Funds reported $3.04B of Lithia Motors stock for Q3 2017, up 25% quarter-over-quarter.
- 32 funds opened new Lithia Motors positions in Q3 2017 and 20 closed out, a net change of +12 holders.
- The largest Lithia Motors buyer in Q3 2017 was VOYA Investment Management, an estimated $53.8M added.
- The largest Lithia Motors seller in Q3 2017 was Park West Asset Management, an estimated $29.5M sold.
Based on aggregated 13F filings for Q3 2017.