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Lithia Motors

375 hedge funds and large institutions have $6.95B invested in Lithia Motors in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 139 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $47.5M

7% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 139

2.8% less ownership

Funds ownership: 103.32%100.52% (-2.8%)

10% less funds holding

Funds holding: 415375 (-40)

19% less capital invested

Capital invested by funds: $8.55B → $6.95B (-$1.6B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

40% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 83

Holders
375
Holders Change
-40
Holders Change %
-9.64%
% of All Funds
5.42%
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
129
Reduced
139
Closed
83
Calls
$45.1M
Puts
$47.5M
Net Calls
-$2.4M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
376
American International Group
New York
-$11M -36,425 Closed
Macquarie Group
377
Macquarie Group
Australia
-$10.4M -34,708 Closed
TPSF
378
Texas Permanent School Fund
Texas
-$7.25M -24,085 Closed
GIG
379
Goodnow Investment Group
Connecticut
-$6.5M -21,601 Closed
SHIM
380
Spruce House Investment Management
New York
-$5.27M -17,500 Closed
RI
381
Redwood Investments
Massachusetts
-$3.33M -12,838 Closed
Focus Partners Wealth
382
Focus Partners Wealth
Massachusetts
-$3.59M -11,933 Closed
ACM
383
Aquatic Capital Management
Illinois
-$3.38M -11,240 Closed
PI
384
PEAK6 Investments
Illinois
-$3.12M -10,363 Closed
GLA
385
Great Lakes Advisors
Illinois
-$2.06M -6,849 Closed
HS
386
HighVista Strategies
Massachusetts
-$1.93M -6,401 Closed
SO
387
STRS Ohio
Ohio
-$1.75M -5,803 Closed
ECU
388
Eisler Capital (UK)
United Kingdom
-$1.7M -5,656 Closed
CCM
389
Cobalt Capital Management
New Jersey
-$1.5M -5,000 Closed
DTL
390
Dynamic Technology Lab
Singapore
-$1.5M -4,975 Closed
EIP
391
Epoch Investment Partners
New York
-$1.46M -4,851 Closed
Qube Research & Technologies (QRT)
392
Qube Research & Technologies (QRT)
United Kingdom
-$1.34M -4,442 Closed
TC
393
TwinBeech Capital
New York
-$1.13M -3,758 Closed
MFS
394
Mirabella Financial Services
United Kingdom
-$1.08M -3,600 Closed
TC
395
Towle & Co
Colorado
-$1.03M -3,440 Closed
WB
396
WesBanco Bank
West Virginia
-$975K -3,240 Closed
IMRF
397
Illinois Municipal Retirement Fund
Illinois
-$966K -3,210 Closed
Teacher Retirement System of Texas
398
Teacher Retirement System of Texas
Texas
-$952K -3,165 Closed
MSAM
399
Moloney Securities Asset Management
Missouri
-$947K -3,146 Closed
Voloridge Investment Management
400
Voloridge Investment Management
Florida
-$915K -3,040 Closed

LAD Hedge Fund Activity: Q2 2024 in Review

375 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2024, worth a combined $6.95B — down 19% from $8.55B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of LAD and 50 opened new positions — a net loss of 33 holders — while 139 trimmed existing stakes and 129 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $57M. The largest seller was MFN Partners, cutting an estimated $173M.

  • 375 institutional investors held Lithia Motors (LAD) as of Q2 2024, down from 415 in Q1 2024.
  • Funds reported $6.95B of Lithia Motors stock for Q2 2024, down 19% quarter-over-quarter.
  • 50 funds opened new Lithia Motors positions in Q2 2024 and 83 closed out, a net change of -33 holders.
  • The largest Lithia Motors buyer in Q2 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $57M added.
  • The largest Lithia Motors seller in Q2 2024 was MFN Partners, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2024.