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.
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: 7 → 11 (+4)
28% more capital invested
Capital invested by funds: $6.95B → $8.92B (+$1.96B)
8% more funds holding
Funds holding: 375 → 405 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$64.2M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$60.1M |
| 3 |
SCM
Steadfast Capital Management
New York
|
+$54M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$51.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
MFN Partners
Boston,
Massachusetts
|
-$225M |
| 2 |
Royal London Asset Management
United Kingdom
|
-$71.3M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$48.4M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$34.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$19.7M |
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.