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Lithia Motors
LAD

Overview Fund Activity

375 hedge funds and large institutions have $6.96B invested in Lithia Motors in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 82 closing their positions.

Holders
375
Holders Change
-39
Holders Change %
-9.42%
% of All Funds
5.46%
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
130
Reduced
138
Closed
82
Calls
$45.1M
Puts
$47.5M
Net Calls
-$2.4M
Net Calls Change
+$22.8M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$429M
2
RRAM
2
River Road Asset Management
Kentucky
$72.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$257M
4
AI
4
Advent International
Massachusetts
$35.8M
5
SSA
5
Schonfeld Strategic Advisors
New York
$33.5M

Top Sellers

1
MP
1
MFN Partners
Massachusetts
$225M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$12.2M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.1M
4
CCM
4
Cadian Capital Management
New York
$35.8M
5
SIM
5
SRS Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
351
Rakuten Securities
Japan
$2.27K -$121K -478 -98%
PWMG
352
Prestige Wealth Management Group
New Jersey
$2.02K – – –
SIC
353
SJS Investment Consulting
Ohio
$2.02K – – –
MCM
354
Manchester Capital Management
Vermont
$1.77K – – –
DPW
355
DiNuzzo Private Wealth
Pennsylvania
$1.77K +$253 +1 +17%
EBA
356
Eagle Bay Advisors
New York
$1.77K +$757 +3 +75%
FCA
357
FinTrust Capital Advisors
South Carolina
$1.6K – – –
BAM
358
Bellevue Asset Management
Washington
$1.51K – – –
S
359
Sachetta
Massachusetts
$1.33K +$1.33K +5 New
PWA
360
Provenance Wealth Advisors
Florida
$1.26K – – –
CA
361
Continuum Advisory
Idaho
$1.26K – – –
VCM
362
Versant Capital Management
Arizona
$1.26K +$505 +2 +67%
AF
363
Advisornet Financial
Minnesota
$1.26K +$1.26K +5 New
WIA
364
Wetzel Investment Advisors
Indiana
$1.2K – – –
JWM
365
Janiczek Wealth Management
Colorado
$758 – – –
PPC
366
Park Place Capital
Alabama
$757 – – –
LFG
367
Larson Financial Group
Missouri
$757 +$757 +3 New
PWMG
368
Private Wealth Management Group
New Jersey
$505 -$1.26K -5 -71%
DJSG
369
D.J. St. Germain
Massachusetts
$505 -$253 -1 -33%
VWA
370
Valued Wealth Advisors
Utah
$505 – – –
CTC
371
Central Trust Company
Missouri
$505 – – –
MCM
372
MV Capital Management
Maryland
$253 +$253 +1 New
A
373
AlphaQuest
New York
$252 -$324K -1,287 -100%
BF
374
BOK Financial
Oklahoma
$252 – – –
SIM
375
SRS Investment Management
New York
– -$43M -142,831 Closed
13 14
15
16 17