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Lithia Motors
LAD

Overview Fund Activity

414 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+28
Holders Change %
+7.25%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
64
Increased
131
Reduced
141
Closed
34
Calls
$91.3M
Puts
$117M
Net Calls
-$25.2M
Net Calls Change
+$42.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
4
Lido Advisors
California
$11.4M
5
DIA
5
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
GKIM
2
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
3
SRS Investment Management
New York
$43M
4
BWA
4
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
226
Walleye Capital
New York
$685K +$685K +2,278 New
QIM
227
Quantitative Investment Management
Virginia
$660K +$660K +2,197 New
M&T Bank
228
M&T Bank
New York
$654K -$83.6K -278 -11%
CAN
229
Cetera Advisor Networks
California
$652K -$22.6K -75 -3%
I
230
InceptionR
California
$644K +$644K +2,140 New
Assenagon Asset Management
231
Assenagon Asset Management
Luxembourg
$641K +$641K +2,129 New
IHL
232
Investment House LLC
California
$632K -$1.27M -4,222 -67%
YMRC
233
Yorktown Management & Research Company
Virginia
$632K – – –
CC
234
Corton Capital
Ontario, Canada
$630K +$2.71K +9 +0.4%
VI
235
Vestcor Inc
New Brunswick, Canada
$624K – – –
BHCM
236
Brevan Howard Capital Management
Jersey
$618K +$618K +2,055 New
AQR Capital Management
237
AQR Capital Management
Connecticut
$615K +$32.2K +107 +6%
Cerity Partners
238
Cerity Partners
New York
$612K +$226K +750 +58%
CGH
239
Crossmark Global Holdings
Texas
$586K +$43K +143 +8%
BC
240
Burney Company
Virginia
$578K -$62.3K -207 -10%
QCM
241
QRG Capital Management
Illinois
$578K +$1.81K +6 +0.3%
Walleye Trading
242
Walleye Trading
New York
$567K +$567K +1,885 New
US Bancorp
243
US Bancorp
Minnesota
$563K -$32.5K -108 -5%
TI
244
Tidal Investments
Wisconsin
$560K -$29.8K -99 -5%
Rafferty Asset Management
245
Rafferty Asset Management
New York
$546K -$122K -406 -18%
FFP
246
FourThought Financial Partners
Florida
$541K +$57.5K +191 +12%
MYIA
247
Mount Yale Investment Advisors
Colorado
$541K +$1.81K +6 +0.3%
HighTower Advisors
248
HighTower Advisors
Illinois
$539K -$7.1K -23 -1%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$539K – – –
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$537K +$536K +1,782 +59,400%
8 9
10
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