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Lithia Motors

405 hedge funds and large institutions have $8.92B invested in Lithia Motors in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 131 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $105M | Put options by funds: $57.3M

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

28% more capital invested

Capital invested by funds: $6.95B → $8.92B (+$1.96B)

8% more funds holding

Funds holding: 375405 (+30)

4.61% more ownership

Funds ownership: 100.52%105.13% (+4.6%)

5% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 138

Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.82%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
83
Increased
131
Reduced
138
Closed
50
Calls
$105M
Puts
$57.3M
Net Calls
+$47.2M
Net Calls Change
+$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
226
Marshall Wace
United Kingdom
$619K -$6.86M -24,599 -93%
Walleye Trading
227
Walleye Trading
New York
$619K +$190K +682 +54%
M&T Bank
228
M&T Bank
New York
$607K +$13.7K +49 +3%
NC
229
nVerses Capital
Florida
$604K +$167K +600 +46%
SEC
230
Seven Eight Capital
New York
$599K +$526K +1,886 New
CPC
231
Consolidated Planning Corp
Georgia
$590K +$518K +1,857 New
SAM
232
Shell Asset Management
Netherlands
$570K +$500K +1,795 New
EGM
233
Engineers Gate Manager
New York
$563K +$494K +1,771 New
BC
234
Burney Company
Virginia
$550K -$17K -61 -3%
PD
235
Point72 (DIFC)
United Arab Emirates
$548K +$323K +1,157 +204%
PP
236
Paloma Partners
Connecticut
$540K +$474K +1,700 New
Creative Planning
237
Creative Planning
Kansas
$526K +$23.7K +85 +5%
Jane Street
238
Jane Street
New York
$523K -$5.35M -19,180 -92%
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$516K +$10.9K +39 +2%
Deutsche Bank
240
Deutsche Bank
Germany
$515K -$302K -1,085 -40%
RAM
241
Readystate Asset Management
Illinois
$512K +$449K +1,612 New
CIC
242
Chilton Investment Company
Connecticut
$508K +$446K +1,600 New
WC
243
Wexford Capital
Florida
$507K +$445K +1,597 New
FSG
244
Financial Strategies Group
Michigan
$503K +$455K +1,631 New
US Bancorp
245
US Bancorp
Minnesota
$499K -$31.2K -112 -7%
Osaic Holdings
246
Osaic Holdings
Arizona
$497K -$24.3K -87 -5%
NRD
247
Nebula Research & Development
New York
$490K +$430K +1,543 New
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$489K -$147K -526 -25%
MYIA
249
Mount Yale Investment Advisors
Colorado
$467K -$92.6K -332 -18%
CW
250
CreativeOne Wealth
Kansas
$462K +$53.8K +193 +15%

LAD Hedge Fund Activity: Q3 2024 in Review

405 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2024, worth a combined $8.92B — up 28% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new LAD positions and 50 closed out — a net gain of 33 holders — while 131 added to existing stakes and 138 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $64.2M. The largest seller was MFN Partners, exiting entirely with an estimated $225M sold.

  • 405 institutional investors held Lithia Motors (LAD) as of Q3 2024, up from 375 in Q2 2024.
  • Funds reported $8.92B of Lithia Motors stock for Q3 2024, up 28% quarter-over-quarter.
  • 83 funds opened new Lithia Motors positions in Q3 2024 and 50 closed out, a net change of +33 holders.
  • The largest Lithia Motors buyer in Q3 2024 was Madison Asset Management, an estimated $64.2M added.
  • The largest Lithia Motors seller in Q3 2024 was MFN Partners, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2024.