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Lithia Motors
LAD

Overview Fund Activity

414 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+28
Holders Change %
+7.25%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
64
Increased
131
Reduced
141
Closed
34
Calls
$91.3M
Puts
$117M
Net Calls
-$25.2M
Net Calls Change
+$42.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
4
Lido Advisors
California
$11.4M
5
DIA
5
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
GKIM
2
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
3
SRS Investment Management
New York
$43M
4
BWA
4
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
301
Panagora Asset Management
Massachusetts
$234K – – –
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$233K – – –
CA
303
Cetera Advisors
Colorado
$231K +$6.62K +22 +3%
BCM
304
BTC Capital Management
Iowa
$230K +$230K +766 New
CB
305
Commerce Bank
Missouri
$230K -$518K -1,722 -69%
GSC
306
Ground Swell Capital
South Carolina
$228K +$228K +758 New
VA
307
Vident Advisory
Georgia
$227K +$9.94K +33 +5%
MAA
308
Mraz Amerine & Associates
California
$226K +$12K +40 +6%
HWAM
309
Hennion & Walsh Asset Management
New Jersey
$220K – – –
HI
310
Handelsinvest Investeringsforvaltning
Denmark
$216K -$112K -373 -34%
MYAM
311
Meiji Yasuda Asset Management
Japan
$212K +$212K +705 New
IA
312
Inspire Advisors
Idaho
$208K +$22.3K +74 +12%
IWC
313
Integrated Wealth Concepts
Massachusetts
$208K -$14.4K -48 -7%
KAS
314
Kestra Advisory Services
Texas
$206K -$681K -2,264 -77%
SW
315
SVB Wealth
Massachusetts
$206K +$206K +684 New
CPBTD
316
Central Pacific Bank - Trust Division
Hawaii
$194K +$194K +655 New
SPIA
317
Steward Partners Investment Advisory
New York
$179K -$4.51K -15 -2%
KBC Group
318
KBC Group
Belgium
$179K +$45.1K +150 +34%
HCM
319
Highlander Capital Management
New Jersey
$150K – – –
RS
320
Rakuten Securities
Japan
$147K +$602 +2 +0.4%
QCG
321
Quadrant Capital Group
Ohio
$143K -$6.92K -23 -5%
EWA
322
EverSource Wealth Advisors
Alabama
$141K +$16.5K +65 +13%
O
323
Ossiam
France
$123K -$182K -604 -60%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$122K -$1.5K -5 -1%
MG
325
Mather Group
Illinois
$114K +$114K +345 New
11 12
13
14 15