Lithia Motors
313 hedge funds and large institutions have $3.39B invested in Lithia Motors in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 118 reducing their positions, and 22 closing their positions.
168% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 22
9% more funds holding
Funds holding: 286 → 313 (+27)
9% more capital invested
Capital invested by funds: $3.1B → $3.39B (+$288M)
2.64% less ownership
Funds ownership: 104.5% → 101.86% (-2.6%)
19% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 118
20% less call options, than puts
Call options by funds: $13.3M | Put options by funds: $16.7M
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$32.1M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$19.4M |
| 3 |
Renaissance Technologies
New York
|
+$19.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.8M |
| 5 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$26.2M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$21.8M |
| 3 |
Bank of New York Mellon
New York
|
-$17.8M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$16.3M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$16M |
LAD Hedge Fund Activity: Q4 2019 in Review
313 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2019, worth a combined $3.39B — up 9.3% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new LAD positions and 22 closed out — a net gain of 37 holders — while 96 added to existing stakes and 118 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $32.1M. The largest seller was Park West Asset Management, exiting entirely with an estimated $26.2M sold.
- 313 institutional investors held Lithia Motors (LAD) as of Q4 2019, up from 286 in Q3 2019.
- Funds reported $3.39B of Lithia Motors stock for Q4 2019, up 9.3% quarter-over-quarter.
- 59 funds opened new Lithia Motors positions in Q4 2019 and 22 closed out, a net change of +37 holders.
- The largest Lithia Motors buyer in Q4 2019 was Lord, Abbett & Co, an estimated $32.1M added.
- The largest Lithia Motors seller in Q4 2019 was Park West Asset Management, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2019.