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Lithia Motors
LAD

Overview Fund Activity

403 hedge funds and large institutions have $8.8B invested in Lithia Motors in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+28
Holders Change %
+7.47%
% of All Funds
5.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
82
Increased
130
Reduced
138
Closed
51
Calls
$105M
Puts
$57.3M
Net Calls
+$47.2M
Net Calls Change
+$49.6M

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$73.1M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$72.5M
3
SCM
3
Steadfast Capital Management
New York
$61.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$105M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$371M

Top Sellers

1
MP
1
MFN Partners
Massachusetts
$0
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$97.5M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$0
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$2.58M
5
Invesco
5
Invesco
Georgia
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
276
Metis Global Partners
California
$310K -$29.9K -94 -9%
FTWA
277
Fifth Third Wealth Advisors
Ohio
$306K +$1.91K +6 +0.6%
HSBC Holdings
278
HSBC Holdings
United Kingdom
$304K -$9.21K -29 -3%
MML Investors Services
279
MML Investors Services
Massachusetts
$302K -$46.1K -145 -13%
P
280
&Partners
Tennessee
$300K +$300K +1,049 New
HTC
281
Haverford Trust Company
Pennsylvania
$290K -$27.6K -87 -9%
EI
282
Ethic Inc
New York
$285K +$34K +113 +14%
EFG
283
Ethos Financial Group
Pennsylvania
$280K +$280K +880 New
Commonwealth Equity Services
284
Commonwealth Equity Services
Massachusetts
$278K -$125K -393 -31%
VI
285
Versor Investments
New York
$272K +$17.8K +56 +7%
VWM
286
Venturi Wealth Management
Texas
$269K +$264K +831 +4,888%
FTDI
287
First Trust Direct Indexing
Massachusetts
$268K +$268K +844 New
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$261K +$7.94K +25 +3%
Lazard Asset Management
289
Lazard Asset Management
New York
$251K +$78.1K +246 +45%
Wealth Enhancement Advisory Services
290
Wealth Enhancement Advisory Services
Minnesota
$248K +$248K +780 New
PAM
291
Panagora Asset Management
Massachusetts
$247K +$247K +778 New
KBC Group
292
KBC Group
Belgium
$246K +$30.4K +96 +14%
OFS
293
OneAscent Financial Services
Alabama
$246K +$246K +773 New
IA
294
Inspire Advisors
Idaho
$245K +$245K +772 New
VA
295
Vident Advisory
Georgia
$238K +$238K +748 New
HWAM
296
Hennion & Walsh Asset Management
New Jersey
$234K +$234K +730 New
OWM
297
OneAscent Wealth Management
Alabama
$232K +$232K +729 New
Wolverine Trading
298
Wolverine Trading
Illinois
$225K -$1.21M -3,768 -84%
CCM
299
Coldstream Capital Management
Washington
$223K +$223K +695 New
SI
300
Stephens Inc
Arkansas
$221K +$221K +696 New
10 11
12
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