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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 %
DZ Bank
326
DZ Bank
Germany
$113K – – –
Allspring Global Investments
327
Allspring Global Investments
North Carolina
$111K -$89.1K -296 -45%
Nomura Asset Management
328
Nomura Asset Management
Japan
$108K +$21.7K +72 +25%
SOW
329
State of Wyoming
Wyoming
$94.2K -$6.02K -20 -6%
S
330
SignatureFD
Georgia
$93.9K -$13.5K -45 -13%
NFSG
331
Newbridge Financial Services Group
Florida
$90.9K +$602 +2 +0.7%
Lazard Asset Management
332
Lazard Asset Management
New York
$78K -$1.79K -6 -2%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$69.8K +$3.91K +13 +6%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$61K -$3.29K -11 -5%
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$58K +$23K +76 +66%
RA
336
Rise Advisors
New York
$57.4K +$25.5K +85 +80%
CIM
337
Contravisory Investment Management
Massachusetts
$54.8K – – –
MA
338
Montag & Associates
Georgia
$52.7K -$4.81K -16 -8%
FHA
339
First Horizon Advisors
Tennessee
$47.5K -$15.6K -52 -25%
PCM
340
Penserra Capital Management
California
$37K +$902 +3 +3%
JWA
341
JFS Wealth Advisors
Pennsylvania
$36.6K – – –
GI
342
GAMMA Investing
California
$34.3K -$10.8K -36 -24%
HNB
343
Huntington National Bank
Ohio
$33.7K +$2.11K +7 +7%
GXJ
344
Global X Japan
Japan
$33.4K -$1.81K -6 -5%
CSS
345
Cubist Systematic Strategies
Connecticut
$32.5K +$32.5K +108 New
DA
346
Denali Advisors
California
$31.3K +$301 +1 +1%
SWS
347
SYSTM Wealth Solutions
Illinois
$30.7K -$88.8K -295 -74%
AA
348
Addison Advisors
Vermont
$30.1K – – –
LFA
349
LGT Financial Advisors
Texas
$27.7K – – –
WR
350
WD Rutherford
Oregon
$24.1K +$24.1K +80 New
12 13
14
15 16