Lithia Motors
425 hedge funds and large institutions have $8.39B invested in Lithia Motors in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 138 reducing their positions, and 66 closing their positions.
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
13% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 138
4.71% more ownership
Funds ownership: 90.09% → 94.79% (+4.7%)
4% more capital invested
Capital invested by funds: $8.06B → $8.39B (+$323M)
2% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 66
1% less funds holding
Funds holding: 430 → 425 (-5)
19% less call options, than puts
Call options by funds: $66.1M | Put options by funds: $82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
+$276M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$243M |
| 3 |
Royal London Asset Management
United Kingdom
|
+$97.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$86.1M |
| 5 |
MP
MFN Partners
Boston,
Massachusetts
|
+$70.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$148M |
| 2 |
Millennium Management
New York
|
-$104M |
| 3 |
FAM
Fred Alger Management
New York
|
-$66.9M |
| 4 |
BlackRock
New York
|
-$63.5M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$59.3M |
LAD Hedge Fund Activity: Q1 2022 in Review
425 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2022, worth a combined $8.39B — up 4% from $8.06B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of LAD and 65 opened new positions — a net loss of 1 holder — while 138 trimmed existing stakes and 156 added.
The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $276M. The largest seller was Viking Global Investors, cutting an estimated $148M.
- 425 institutional investors held Lithia Motors (LAD) as of Q1 2022, down from 430 in Q4 2021.
- Funds reported $8.39B of Lithia Motors stock for Q1 2022, up 4% quarter-over-quarter.
- 65 funds opened new Lithia Motors positions in Q1 2022 and 66 closed out, a net change of -1 holder.
- The largest Lithia Motors buyer in Q1 2022 was Brave Warrior Advisors, an estimated $276M added.
- The largest Lithia Motors seller in Q1 2022 was Viking Global Investors, an estimated $148M sold.
Based on aggregated 13F filings for Q1 2022.