Lithia Motors
241 hedge funds and large institutions have $2.89B invested in Lithia Motors in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 27 closing their positions.
70% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 27
8% more funds holding
Funds holding: 223 → 241 (+18)
8% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 78
0.88% more ownership
Funds ownership: 105.27% → 106.15% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less call options, than puts
Call options by funds: $59.6M | Put options by funds: $62.1M
5% less capital invested
Capital invested by funds: $3.04B → $2.89B (-$152M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$28.5M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$15.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.8M |
| 4 |
Jane Street
New York
|
+$11.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$43.6M |
| 2 |
LCM
Lakewood Capital Management
New York
|
-$16.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$14.4M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$11.4M |
| 5 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$10.2M |
LAD Hedge Fund Activity: Q4 2017 in Review
241 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2017, worth a combined $2.89B — down 5% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new LAD positions and 27 closed out — a net gain of 19 holders — while 84 added to existing stakes and 78 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $28.5M. The largest seller was Bank of New York Mellon, cutting an estimated $43.6M.
- 241 institutional investors held Lithia Motors (LAD) as of Q4 2017, up from 223 in Q3 2017.
- Funds reported $2.89B of Lithia Motors stock for Q4 2017, down 5% quarter-over-quarter.
- 46 funds opened new Lithia Motors positions in Q4 2017 and 27 closed out, a net change of +19 holders.
- The largest Lithia Motors buyer in Q4 2017 was Millennium Management, an estimated $28.5M added.
- The largest Lithia Motors seller in Q4 2017 was Bank of New York Mellon, an estimated $43.6M sold.
Based on aggregated 13F filings for Q4 2017.