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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
Mariner
251
Mariner
Kansas
$456K -$262K -941 -40%
DADC
252
D.A. Davidson & Co
Montana
$439K -$3.71M -13,321 -91%
GC
253
Guggenheim Capital
Illinois
$435K -$78.9K -283 -17%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$433K +$73.3K +263 +24%
BCI
255
Brinker Capital Investments
Pennsylvania
$429K -$1.45M -5,210 -79%
OPS
256
Orion Portfolio Solutions
Nebraska
$429K -$1.45M -5,210 -79%
DT
257
Diversified Trust
Tennessee
$427K
AssetMark Inc
258
AssetMark Inc
California
$418K -$1.69M -6,052 -82%
EC
259
EntryPoint Capital
New York
$411K +$190K +683 +112%
HighTower Advisors
260
HighTower Advisors
Illinois
$410K -$41.3K -148 -10%
FP
261
Factorial Partners
New York
$407K
Truist Financial
262
Truist Financial
North Carolina
$393K -$48.2K -173 -12%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$374K +$338K +1,211 New
Corient Private Wealth
264
Corient Private Wealth
Florida
$373K +$54.1K +194 +20%
ProShare Advisors
265
ProShare Advisors
Maryland
$370K -$35.4K -127 -10%
IP
266
Isthmus Partners
Wisconsin
$348K +$46.3K +166 +18%
QCM
267
Quantinno Capital Management
New York
$344K -$34.3K -123 -10%
SCM
268
Shelton Capital Management
Colorado
$341K -$12.8K -46 -4%
CIS
269
Connors Investor Services
Pennsylvania
$335K
Two Sigma Investments
270
Two Sigma Investments
New York
$330K -$860K -3,085 -75%
SCM
271
Sterling Capital Management
North Carolina
$328K +$288K +1,033 New
Vontobel Holding
272
Vontobel Holding
Switzerland
$327K +$287K +1,030 New
IC
273
Innealta Capital
Texas
$325K -$39.6K -142 -12%
Cerity Partners
274
Cerity Partners
New York
$324K -$41.3K -148 -13%
MCC
275
Malaga Cove Capital
California
$318K -$11.7K -42 -4%

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.