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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.

New
Increased
Maintained
Reduced
Closed

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: 711 (+4)

28% more capital invested

Capital invested by funds: $6.95B → $8.92B (+$1.96B)

8% more funds holding

Funds holding: 375405 (+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

Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.82%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
83
Increased
131
Reduced
138
Closed
50
Calls
$105M
Puts
$57.3M
Net Calls
+$47.2M
Net Calls Change
+$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
351
Riverview Trust Company
Washington
$19.1K
Mitsubishi UFJ Asset Management
352
Mitsubishi UFJ Asset Management
Japan
$17.2K
KSWA
353
Kathleen S. Wright Associates
Pennsylvania
$17.2K +$15.1K +54 New
SNB
354
Security National Bank
Nebraska
$15.9K
PA
355
Parallel Advisors
California
$14.6K +$5.3K +19 +70%
WBC
356
West Branch Capital
Massachusetts
$14.3K
WTC
357
WhitTier Trust Company
Nevada
$12.7K
TPW
358
Talon Private Wealth
Florida
$11.1K +$9.76K +35 New
GRP
359
Global Retirement Partners
California
$11.1K -$1.11K -4 -10%
GWM
360
Geneos Wealth Management
Colorado
$11.1K +$9.76K +35 New
C
361
Covestor
United Kingdom
$10K
PS
362
Principal Securities
Iowa
$9.53K -$1.95K -7 -19%
BIA
363
Bell Investment Advisors
California
$8.26K -$558 -2 -7%
Allspring Global Investments
364
Allspring Global Investments
North Carolina
$8.26K -$95.3K -342 -93%
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$7.94K -$2.23K -8 -24%
HCM
366
Hollencrest Capital Management
California
$7.94K
CPG
367
Cornerstone Planning Group
New Jersey
$7.69K
FFA
368
Frazier Financial Advisors
Ohio
$6.67K
HWM
369
HighMark Wealth Management
Minnesota
$6.67K +$836 +3 +17%
PFBT
370
Parkside Financial Bank & Trust
Missouri
$6.35K
ST
371
Smithfield Trust
Pennsylvania
$6K
FFA
372
Farther Finance Advisors
California
$5.41K +$1.95K +7 +70%
BIG
373
Brooklyn Investment Group
New York
$5.08K +$4.46K +16 New
CTC
374
Cetera Trust Company
Minnesota
$4.76K
WTA
375
Washington Trust Advisors
Massachusetts
$4.76K

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.