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Lithia Motors
LAD

Overview Fund Activity

415 hedge funds and large institutions have $7.42B invested in Lithia Motors in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 172 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-9
Holders Change %
-2.12%
% of All Funds
7.02%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
59
Increased
126
Reduced
172
Closed
60
Calls
$62.1M
Puts
$57.1M
Net Calls
+$4.96M
Net Calls Change
+$20.9M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$153M
2
Morgan Stanley
Morgan Stanley
New York
$70.4M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$39.1M
4
Harris Associates
Harris Associates
Illinois
$249M
5
BWA
Brave Warrior Advisors
New York
$272M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
$110M
2
PWAM
Park West Asset Management
California
$127M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
376
Parkside Financial Bank & Trust
Missouri
$7K -$1.45K -6 -17%
IFAM
377
Institutional & Family Asset Management
Colorado
$7K – – –
FRA
378
Front Row Advisors
California
$7K +$778 +3 +13%
BIA
379
Bell Investment Advisors
California
$7K +$7K +25 New
VCM
380
Vigilant Capital Management
Maine
$6K – – –
PTC
381
Private Trust Company
Ohio
$6K +$6K +21 New
HWM
382
HighMark Wealth Management
Minnesota
$5K -$278 -1 -5%
ST
383
Smithfield Trust
Pennsylvania
$5K – – –
BFEC
384
Benjamin F. Edwards & Company
Missouri
$5K +$3.25K +13 +186%
SC
385
Schubert & Co
Texas
$5K +$3.5K +14 +233%
EI
386
Ellevest Inc
New York
$5K +$5K +17 New
SFG
387
Steward Financial Group
Texas
$5K +$5K +20 New
Bank of Montreal
388
Bank of Montreal
Ontario, Canada
$4.74K +$3.94K +13,596 +487%
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.4K – – –
HR
390
Howe & Rusling
New York
$4K -$267 -1 -6%
BBPWM
391
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
LC
392
Lindbrook Capital
California
$4K +$1.23K +4 +44%
FCT
393
First Community Trust
Iowa
$3K +$3K +10 New
UB
394
UMB Bank
Missouri
$2K -$1.14K -4 -36%
TFS
395
TrustCore Financial Services
Tennessee
$2K – – –
AAP
396
Arax Advisory Partners
Colorado
$2K – – –
S
397
Surevest
California
$2K – – –
PWMG
398
Prestige Wealth Management Group
New Jersey
$2K – – –
DI
399
Disciplined Investments
Oklahoma
$2K +$286 +1 +17%
Loomis, Sayles & Company
400
Loomis, Sayles & Company
Massachusetts
$2K +$2K +6 New
14 15
16
17 18