Lithia Motors
353 hedge funds and large institutions have $5.1B invested in Lithia Motors in 2020 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 64 increasing their positions, 137 reducing their positions, and 31 closing their positions.
284% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 31
152% more call options, than puts
Call options by funds: $50.3M | Put options by funds: $20M
43% more capital invested
Capital invested by funds: $3.56B → $5.1B (+$1.54B)
33% more funds holding
Funds holding: 266 → 353 (+87)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
5.82% less ownership
Funds ownership: 105.78% → 99.96% (-5.8%)
53% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$120M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$72.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$59M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$43.3M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$202M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$106M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$51.3M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$47.6M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$39.8M |
LAD Hedge Fund Activity: Q3 2020 in Review
353 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2020, worth a combined $5.1B — up 43% from $3.56B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new LAD positions and 31 closed out — a net gain of 88 holders — while 64 added to existing stakes and 137 trimmed.
The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $120M. The largest seller was BlackRock, cutting an estimated $202M.
- 353 institutional investors held Lithia Motors (LAD) as of Q3 2020, up from 266 in Q2 2020.
- Funds reported $5.1B of Lithia Motors stock for Q3 2020, up 43% quarter-over-quarter.
- 119 funds opened new Lithia Motors positions in Q3 2020 and 31 closed out, a net change of +88 holders.
- The largest Lithia Motors buyer in Q3 2020 was Southpoint Capital Advisors, an estimated $120M added.
- The largest Lithia Motors seller in Q3 2020 was BlackRock, an estimated $202M sold.
Based on aggregated 13F filings for Q3 2020.