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Lithia Motors
LAD

Overview Fund Activity

387 hedge funds and large institutions have $8.4B invested in Lithia Motors in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+19
Holders Change %
+5.16%
% of All Funds
6.17%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
56
Increased
114
Reduced
147
Closed
36
Calls
$144M
Puts
$116M
Net Calls
+$27.9M
Net Calls Change
+$13.7M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$49.6M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$470M
3
Norges Bank
Norges Bank
Norway
$109M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$145M
5
ACM
Abrams Capital Management
Massachusetts
$706M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$261M
2
Millennium Management
Millennium Management
New York
$8.38M
3
RRAM
River Road Asset Management
Kentucky
$24.9M
4
FCM
Frontier Capital Management
Massachusetts
$68.2M
5
Franklin Resources
Franklin Resources
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
351
Parkside Financial Bank & Trust
Missouri
$6.5K – – –
ST
352
Smithfield Trust
Pennsylvania
$6K – – –
AF
353
Allworth Financial
California
$5.91K -$886 -3 -13%
PTC
354
Private Trust Company
Ohio
$5.91K – – –
PWMG
355
Provence Wealth Management Group
California
$5.55K +$5.55K +19 New
Mitsubishi UFJ Asset Management
356
Mitsubishi UFJ Asset Management
Japan
$4.43K +$4.43K +15 New
VWM
357
Venturi Wealth Management
Texas
$4.14K – – –
HWM
358
HighMark Wealth Management
Minnesota
$3.84K -$295 -1 -7%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$3.54K – – –
PA
360
Parallel Advisors
California
$3.25K -$886 -3 -21%
WTA
361
Washington Trust Advisors
Massachusetts
$3.25K – – –
CAL
362
Capital Advisors Ltd
Ohio
$3K – – –
GWM
363
Geneos Wealth Management
Colorado
$2.66K – – –
AF
364
Advisornet Financial
Minnesota
$2.66K +$295 +1 +13%
SIC
365
SJS Investment Consulting
Ohio
$2.66K +$591 +2 +29%
MIA
366
Milestone Investment Advisors
Wisconsin
$2.66K +$2.66K +9 New
ETC
367
Exchange Traded Concepts
Oklahoma
$2.36K -$7.68K -26 -76%
PWMG
368
Prestige Wealth Management Group
New Jersey
$2.36K – – –
MCM
369
Manchester Capital Management
Vermont
$2.07K – – –
TCOV
370
Trust Company of Vermont
Vermont
$2.07K -$137K -465 -99%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$2K – – –
FCA
372
FinTrust Capital Advisors
South Carolina
$1.87K +$1.87K +6 New
GWS
373
Glassman Wealth Services
Virginia
$1.77K – – –
PWA
374
Provenance Wealth Advisors
Florida
$1.48K +$1.48K +5 New
AAP
375
Arax Advisory Partners
Colorado
$1.18K – – –
13 14
15
16 17