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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 %
EBA
376
Eagle Bay Advisors
New York
$1.32K +$1.32K +4 New
FWM
377
Focused Wealth Management
New York
$1K – – –
WIA
378
Wetzel Investment Advisors
Indiana
$1K +$1K +4 New
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$988 – – –
JWM
380
Janiczek Wealth Management
Colorado
$988 – – –
VCM
381
Versant Capital Management
Arizona
$988 +$659 +2 +200%
CTC
382
Central Trust Company
Missouri
$659 +$659 +2 New
BF
383
BOK Financial
Oklahoma
$329 – – –
ASN
384
Advisory Services Network
Georgia
$329 +$329 +1 New
Balyasny Asset Management
385
Balyasny Asset Management
Illinois
– -$49.6M -168,115 Closed
1WCM
386
12 West Capital Management
New York
– -$44.4M -150,500 Closed
KCM
387
Kensico Capital Management
Connecticut
– -$33.4M -113,000 Closed
CCM
388
Cobalt Capital Management
New Jersey
– -$10.9M -37,000 Closed
PFMOSF
389
Philadelphia Financial Management of San Francisco
California
– -$7.24M -24,528 Closed
HCMT
390
Highland Capital Management (Tennessee)
Tennessee
– -$5.09M -17,220 Closed
Holocene Advisors
391
Holocene Advisors
New York
– -$3.43M -11,613 Closed
Rockefeller Capital Management
392
Rockefeller Capital Management
New York
– -$3.34M -11,323 Closed
HMCP
393
Hook Mill Capital Partners
New York
– -$3.26M -11,027 Closed
PP
394
PDT Partners
New York
– -$2.4M -8,140 Closed
D.E. Shaw & Co
395
D.E. Shaw & Co
New York
– -$2.39M -8,091 Closed
Allianz Asset Management
396
Allianz Asset Management
Germany
– -$1.93M -6,539 Closed
RG
397
Renaissance Group
Kentucky
– -$1.76M -5,956 Closed
PA
398
Paragon Advisors
Texas
– -$1.41M -4,768 Closed
WB
399
WesBanco Bank
West Virginia
– -$1.27M -4,298 Closed
HF
400
HRT Financial
New York
– -$953K -3,229 Closed
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