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Lithia Motors
LAD

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, 85 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $6.04M

21% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 70

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

19% more capital invested

Capital invested by funds: $1.89B → $2.26B (+$361M)

2% more funds holding

Funds holding: 226 → 231 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.41% less ownership

Funds ownership: 110.22% → 108.81% (-1.4%)

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
85
Reduced
70
Closed
29
Calls
$7.52M
Puts
$6.04M
Net Calls
+$1.49M
Net Calls Change
-$25.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.6M
2
TCM
Tensile Capital Management
California
+$14.1M
3
TSW
Thompson Siegel & Walmsley
Virginia
+$10.4M
4
WA
Wasatch Advisors
Utah
+$7.01M
5
Prudential Financial
Prudential Financial
New Jersey
+$5.89M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$16M
2
PWAM
Park West Asset Management
California
-$15.8M
3
SAM
Silvercrest Asset Management
New York
-$14.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
5
SAM
Scopus Asset Management
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$314M -$4.91M -56,494 -2%
ACM
2
Abrams Capital Management
Massachusetts
$213M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$210M -$4.22M -48,554 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$126M +$2.77M +31,813 +2%
PWAM
5
Park West Asset Management
California
$120M -$15.8M -182,085 -12%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$102M -$2.05M -23,620 -2%
Boston Partners
7
Boston Partners
Massachusetts
$77M +$2.08M +23,908 +3%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$73.4M +$2.69M +30,896 +4%
LCM
9
Lakewood Capital Management
New York
$72.7M +$1.3M +15,000 +2%
State Street
10
State Street
Massachusetts
$63.6M -$2.05M -23,588 -3%
GKIM
11
GW&K Investment Management
Massachusetts
$53.9M +$1.09M +12,578 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$46.2M +$3.97M +45,589 +10%
CVA
13
Ceredex Value Advisors
Florida
$42.4M -$1.36M -15,601 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37M +$1.66M +19,091 +5%
Franklin Resources
15
Franklin Resources
California
$31.4M +$92.9K +1,068 +0.3%
Northern Trust
16
Northern Trust
Illinois
$28.7M +$670K +7,706 +3%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$24.5M -$1.32M -15,133 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$24M +$2.04M +23,453 +10%
Norges Bank
19
Norges Bank
Norway
$22.3M +$1.99M +22,926 +11%
Wells Fargo
20
Wells Fargo
California
$22M -$2.54M -29,236 -11%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$21.8M -$16M -183,932 -44%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$20.2M -$273K -3,140 -1%
Ameriprise
23
Ameriprise
Minnesota
$19.6M +$2.18M +25,036 +13%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$19M +$17.6M +201,780 +6,081%
WA
25
Wasatch Advisors
Utah
$19M +$7.01M +80,601 +65%
1
2 3 4 5

LAD Hedge Fund Activity: Q1 2019 in Review

231 of the 4,620 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 85 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.