Lithia Motors
367 hedge funds and large institutions have $7.55B invested in Lithia Motors in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 115 reducing their positions, and 55 closing their positions.
48% more capital invested
Capital invested by funds: $5.11B → $7.55B (+$2.43B)
36% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 55
36% more call options, than puts
Call options by funds: $93.5M | Put options by funds: $68.7M
23% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 115
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
4% more funds holding
Funds holding: 353 → 367 (+14)
1.26% less ownership
Funds ownership: 99.96% → 98.7% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$167M |
| 2 |
FAM
Fred Alger Management
New York
|
+$118M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$102M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$74.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$43M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$30.3M |
| 3 |
NCA
Newbrook Capital Advisors
New York
|
-$28.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$23.9M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$17.1M |
LAD Hedge Fund Activity: Q4 2020 in Review
367 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2020, worth a combined $7.55B — up 48% from $5.11B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new LAD positions and 55 closed out — a net gain of 20 holders — while 141 added to existing stakes and 115 trimmed.
The largest buyer was BlackRock, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $43M.
- 367 institutional investors held Lithia Motors (LAD) as of Q4 2020, up from 353 in Q3 2020.
- Funds reported $7.55B of Lithia Motors stock for Q4 2020, up 48% quarter-over-quarter.
- 75 funds opened new Lithia Motors positions in Q4 2020 and 55 closed out, a net change of +20 holders.
- The largest Lithia Motors buyer in Q4 2020 was BlackRock, an estimated $167M added.
- The largest Lithia Motors seller in Q4 2020 was JP Morgan Chase, an estimated $43M sold.
Based on aggregated 13F filings for Q4 2020.