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Lithia Motors
LAD

Overview Fund Activity

386 hedge funds and large institutions have $9.61B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
56
Increased
134
Reduced
131
Closed
48
Calls
$102M
Puts
$169M
Net Calls
-$67.8M
Net Calls Change
-$95.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$323M
2
Harris Associates
Harris Associates
Illinois
$667M
3
CCM
Cadian Capital Management
New York
$105M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$48.5M
5
Invesco
Invesco
Georgia
$67.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
1WCM
12 West Capital Management
New York
$0
3
KCM
Kensico Capital Management
Connecticut
$0
4
BWA
Brave Warrior Advisors
New York
$271M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
351
Frazier Financial Advisors
Ohio
$6.92K +$6.92K +21 New
PWMG
352
Provence Wealth Management Group
California
$6.2K – – –
TCWA
353
Turtle Creek Wealth Advisors
Texas
$5.93K +$5.93K +18 New
CJ
354
Caitlin John
Michigan
$5.6K +$5.6K +17 New
WTA
355
Washington Trust Advisors
Massachusetts
$4.94K +$1.32K +4 +36%
CTC
356
Cetera Trust Company
Minnesota
$4.94K +$4.94K +15 New
VWM
357
Venturi Wealth Management
Texas
$4.61K – – –
Mitsubishi UFJ Asset Management
358
Mitsubishi UFJ Asset Management
Japan
$4.55K – – –
PA
359
Parallel Advisors
California
$4.28K +$659 +2 +18%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$4.28K +$2.96K +9 +225%
CAL
361
Capital Advisors Ltd
Ohio
$4K – – –
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$3.95K – – –
GWM
363
Geneos Wealth Management
Colorado
$2.96K – – –
SIC
364
SJS Investment Consulting
Ohio
$2.64K -$329 -1 -11%
PWMG
365
Prestige Wealth Management Group
New Jersey
$2.64K – – –
AF
366
Advisornet Financial
Minnesota
$2.63K -$329 -1 -11%
MCM
367
Manchester Capital Management
Vermont
$2.31K – – –
FFA
368
Farther Finance Advisors
California
$2.31K +$988 +3 +75%
PWMG
369
Private Wealth Management Group
New Jersey
$2.31K +$2.31K +7 New
FCA
370
FinTrust Capital Advisors
South Carolina
$2.09K – – –
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$1.98K +$1.98K +6 New
BAM
372
Bellevue Asset Management
Washington
$1.98K +$658 +2 +50%
GWS
373
Glassman Wealth Services
Virginia
$1.65K -$329 -1 -17%
PWA
374
Provenance Wealth Advisors
Florida
$1.65K – – –
AAP
375
Arax Advisory Partners
Colorado
$1.32K – – –
13 14
15
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