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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.

New
Increased
Maintained
Reduced
Closed

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: 415375 (-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: 117 (-4)

40% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 83

Holders
375
Holders Change
-40
Holders Change %
-9.64%
% of All Funds
5.42%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
50
Increased
129
Reduced
139
Closed
83
Calls
$45.1M
Puts
$47.5M
Net Calls
-$2.4M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
Montag & Associates
Georgia
$44.2K
Simplex Trading
302
Simplex Trading
Illinois
$41K +$43.5K +166 New
BTI
303
Blue Trust Inc
Georgia
$40.3K +$16K +61 +84%
FHA
304
First Horizon Advisors
Tennessee
$39.9K
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$39K -$12.8K -49 -24%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$36K -$12.8K -49 -26%
PCM
307
Penserra Capital Management
California
$32K +$524 +2 +2%
JWA
308
JFS Wealth Advisors
Pennsylvania
$30.8K
GI
309
GAMMA Investing
California
$29.3K +$524 +2 +2%
AF
310
Allworth Financial
California
$26.6K +$21.7K +83 +377%
HNB
311
Huntington National Bank
Ohio
$26.5K -$1.83K -7 -6%
AA
312
Addison Advisors
Vermont
$25.2K
LFA
313
LGT Financial Advisors
Texas
$23.2K
GXJ
314
Global X Japan
Japan
$22.7K -$5.5K -21 -19%
PMFA
315
Plante Moran Financial Advisors
Michigan
$19.4K
CA
316
Clearstead Advisors
Ohio
$18.9K +$19.6K +75 New
CA
317
Crewe Advisors
Utah
$17.7K +$18.3K +70 New
RTC
318
Riverview Trust Company
Washington
$15.1K
Bessemer Group
319
Bessemer Group
New Jersey
$15K +$8.12K +31 +107%
LC
320
Lindbrook Capital
California
$13.9K +$262 +1 +2%
Mitsubishi UFJ Asset Management
321
Mitsubishi UFJ Asset Management
Japan
$13.6K
SNB
322
Security National Bank
Nebraska
$12.6K
WBC
323
West Branch Capital
Massachusetts
$11.4K
WTC
324
WhitTier Trust Company
Nevada
$10.1K
GRP
325
Global Retirement Partners
California
$9.85K +$524 +2 +5%

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.