Lithia Motors
268 hedge funds and large institutions have $2.8B invested in Lithia Motors in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 25 closing their positions.
343% more call options, than puts
Call options by funds: $16.7M | Put options by funds: $3.77M
168% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 25
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
24% more capital invested
Capital invested by funds: $2.26B → $2.8B (+$544M)
16% more funds holding
Funds holding: 231 → 268 (+37)
6% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 80
3.35% less ownership
Funds ownership: 108.89% → 105.54% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$24M |
| 2 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$18.5M |
| 3 |
Man Group
London,
United Kingdom
|
+$17.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$16.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$71.9M |
| 2 |
LCM
Lakewood Capital Management
New York
|
-$67.9M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$21.8M |
| 4 |
Neuberger Berman Group
New York
|
-$15.8M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$12.1M |
LAD Hedge Fund Activity: Q2 2019 in Review
268 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2019, worth a combined $2.8B — up 24% from $2.26B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new LAD positions and 25 closed out — a net gain of 42 holders — while 85 added to existing stakes and 80 trimmed.
The largest buyer was BlackRock, adding an estimated $24M. The largest seller was Park West Asset Management, cutting an estimated $71.9M.
- 268 institutional investors held Lithia Motors (LAD) as of Q2 2019, up from 231 in Q1 2019.
- Funds reported $2.8B of Lithia Motors stock for Q2 2019, up 24% quarter-over-quarter.
- 67 funds opened new Lithia Motors positions in Q2 2019 and 25 closed out, a net change of +42 holders.
- The largest Lithia Motors buyer in Q2 2019 was BlackRock, an estimated $24M added.
- The largest Lithia Motors seller in Q2 2019 was Park West Asset Management, an estimated $71.9M sold.
Based on aggregated 13F filings for Q2 2019.