Lithia Motors
231 hedge funds and large institutions have $2.26B invested in Lithia Motors in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 29 closing their positions.
25% more call options, than puts
Call options by funds: $7.52M | Put options by funds: $6.04M
23% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 70
21% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 29
2% more funds holding
Funds holding: 226 → 231 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.33% less ownership
Funds ownership: 110.22% → 108.89% (-1.3%)
23% less capital inflows, than outflows
Capital inflows: $134M | Capital outflows: $174M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.6M |
| 2 |
Tensile Capital Management
Larkspur,
California
|
+$14.1M |
| 3 |
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$10.4M |
| 4 |
Wasatch Advisors
Salt Lake City,
Utah
|
+$7.01M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$5.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$16M |
| 2 |
Park West Asset Management
San Francisco,
California
|
-$15.8M |
| 3 |
Silvercrest Asset Management
New York
|
-$14.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$13.6M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$11.5M |
LAD Hedge Fund Activity: Q1 2019 in Review
231 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2019, worth a combined $2.26B — up 19% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new LAD positions and 29 closed out — a net gain of 6 holders — while 86 added to existing stakes and 70 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $17.6M. The largest seller was Aberdeen Group, cutting an estimated $16M.
- 231 institutional investors held Lithia Motors (LAD) as of Q1 2019, up from 226 in Q4 2018.
- Funds reported $2.26B of Lithia Motors stock for Q1 2019, up 19% quarter-over-quarter.
- 35 funds opened new Lithia Motors positions in Q1 2019 and 29 closed out, a net change of +6 holders.
- The largest Lithia Motors buyer in Q1 2019 was Fidelity Investments, an estimated $17.6M added.
- The largest Lithia Motors seller in Q1 2019 was Aberdeen Group, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2019.