Lithia Motors
375 hedge funds and large institutions have $6.95B invested in Lithia Motors in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 139 reducing their positions, and 83 closing their positions.
5% less call options, than puts
Call options by funds: $45.1M | Put options by funds: $47.5M
7% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 139
2.8% less ownership
Funds ownership: 103.32% → 100.52% (-2.8%)
10% less funds holding
Funds holding: 415 → 375 (-40)
19% less capital invested
Capital invested by funds: $8.55B → $6.95B (-$1.6B)
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
40% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$57M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$54.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$53.3M |
| 4 |
AI
Advent International
Boston,
Massachusetts
|
+$37.2M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
MFN Partners
Boston,
Massachusetts
|
-$173M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$127M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$47.8M |
| 4 |
CCM
Cadian Capital Management
New York
|
-$46.7M |
| 5 |
SIM
SRS Investment Management
New York
|
-$43M |
LAD Hedge Fund Activity: Q2 2024 in Review
375 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2024, worth a combined $6.95B — down 19% from $8.55B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of LAD and 50 opened new positions — a net loss of 33 holders — while 139 trimmed existing stakes and 129 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $57M. The largest seller was MFN Partners, cutting an estimated $173M.
- 375 institutional investors held Lithia Motors (LAD) as of Q2 2024, down from 415 in Q1 2024.
- Funds reported $6.95B of Lithia Motors stock for Q2 2024, down 19% quarter-over-quarter.
- 50 funds opened new Lithia Motors positions in Q2 2024 and 83 closed out, a net change of -33 holders.
- The largest Lithia Motors buyer in Q2 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $57M added.
- The largest Lithia Motors seller in Q2 2024 was MFN Partners, an estimated $173M sold.
Based on aggregated 13F filings for Q2 2024.