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Lithia Motors
LAD

Overview Fund Activity

415 hedge funds and large institutions have $7.42B invested in Lithia Motors in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 172 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-9
Holders Change %
-2.12%
% of All Funds
7.02%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
59
Increased
126
Reduced
172
Closed
60
Calls
$62.1M
Puts
$57.1M
Net Calls
+$4.96M
Net Calls Change
+$20.9M

Top Buyers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$153M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.4M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$39.1M
4
Harris Associates
4
Harris Associates
Illinois
$249M
5
BWA
5
Brave Warrior Advisors
New York
$272M

Top Sellers

1
SCA
1
Southpoint Capital Advisors
New York
$110M
2
PWAM
2
Park West Asset Management
California
$127M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$779K +$41.2K +150 +6%
CP
227
CenterBook Partners
Connecticut
$766K -$104K -378 -12%
PCM
228
Prelude Capital Management
New York
$764K -$300K -1,091 -28%
BCM
229
Bayesian Capital Management
New York
$764K +$79.2K +288 +12%
AIM
230
Alhambra Investment Management
Florida
$763K +$32.4K +118 +4%
FCM
231
Fortis Capital Management
Washington
$738K +$31.3K +114 +4%
AC
232
Apogem Capital
New York
$727K +$232K +846 +47%
SAM
233
Securian Asset Management
Minnesota
$725K -$41.8K -152 -5%
OF
234
Outfitter Financial
Maine
$723K – – –
Wellington Management Group
235
Wellington Management Group
Massachusetts
$707K +$280K +1,019 +66%
NFG
236
Nations Financial Group
Iowa
$684K +$684K +2,488 New
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$679K +$662K +2,409 +4,015%
Squarepoint
238
Squarepoint
New York
$676K -$5.86M -21,305 -90%
FHB
239
First Hawaiian Bank
Hawaii
$663K – – –
FP
240
Factorial Partners
New York
$660K – – –
CGH
241
Crossmark Global Holdings
Texas
$645K -$33K -120 -5%
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$625K – – –
PAS
243
Park Avenue Securities
New York
$621K +$45.3K +165 +8%
Simplex Trading
244
Simplex Trading
Illinois
$610K +$610K +2,220 New
SCA
245
Snowden Capital Advisors
New York
$608K +$608K +2,216 New
WIS
246
Wright Investors Service
Connecticut
$604K +$67K +244 +12%
KAS
247
Kestra Advisory Services
Texas
$596K +$28.6K +104 +5%
CI
248
CX Institutional
Indiana
$588K +$588K +2,139 New
AIA
249
Affinity Investment Advisors
California
$560K +$560K +2,039 New
PAMS
250
Pictet Asset Management (Switzerland)
Switzerland
$549K – – –
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10
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