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Lithia Motors
LAD

Overview Fund Activity

414 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+28
Holders Change %
+7.25%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
64
Increased
131
Reduced
141
Closed
34
Calls
$91.3M
Puts
$117M
Net Calls
-$25.2M
Net Calls Change
+$42.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
4
Lido Advisors
California
$11.4M
5
DIA
5
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
GKIM
2
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
3
SRS Investment Management
New York
$43M
4
BWA
4
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
376
Cornerstone Planning Group
New Jersey
$5.69K -$1.24K -5 -18%
HWM
377
HighMark Wealth Management
Minnesota
$5.42K -$2.41K -8 -31%
CJ
378
Caitlin John
Michigan
$5.12K – – –
FRA
379
Front Row Advisors
California
$4.81K +$4.81K +16 New
CTC
380
Cetera Trust Company
Minnesota
$4.51K – – –
WTA
381
Washington Trust Advisors
Massachusetts
$4.51K – – –
VWM
382
Venturi Wealth Management
Texas
$4.21K – – –
PA
383
Parallel Advisors
California
$4.21K +$301 +1 +8%
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$3.61K -$301 -1 -8%
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$3.61K – – –
PTC
386
Private Trust Company
Ohio
$3.01K -$3.31K -11 -52%
CAL
387
Capital Advisors Ltd
Ohio
$3K – – –
GWM
388
Geneos Wealth Management
Colorado
$2.71K – – –
PWMG
389
Prestige Wealth Management Group
New Jersey
$2.41K – – –
SIC
390
SJS Investment Consulting
Ohio
$2.41K – – –
UB
391
UMB Bank
Missouri
$2.41K +$2.41K +8 New
MCM
392
Manchester Capital Management
Vermont
$2.11K – – –
PWMG
393
Private Wealth Management Group
New Jersey
$2.11K – – –
FCA
394
FinTrust Capital Advisors
South Carolina
$1.91K – – –
DPW
395
DiNuzzo Private Wealth
Pennsylvania
$1.81K – – –
BAM
396
Bellevue Asset Management
Washington
$1.81K – – –
PWA
397
Provenance Wealth Advisors
Florida
$1.5K – – –
FFA
398
Farther Finance Advisors
California
$1.48K -$592 -2 -29%
SFA
399
Semmax Financial Advisors
North Carolina
$1.38K +$1.38K +5 New
CA
400
Continuum Advisory
Idaho
$1.32K +$1.32K +5 New
14 15
16
17 18