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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
AAP
376
Arax Advisory Partners
Colorado
$4.45K +$3.9K +14 New
FFO
377
Fortitude Family Office
Arizona
$3.81K -$558 -2 -14%
BBHC
378
Brown Brothers Harriman & Co
New York
$3.81K +$3.35K +12 New
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$3.49K -$279 -1 -8%
RS
380
Rakuten Securities
Japan
$3.18K +$279 +1 +11%
CT
381
Colonial Trust
South Carolina
$3.11K +$2.79K +10 New
CAL
382
Capital Advisors Ltd
Ohio
$3K
VCM
383
Versant Capital Management
Arizona
$2.86K +$1.11K +4 +80%
PWMG
384
Prestige Wealth Management Group
New Jersey
$2.54K
SIC
385
SJS Investment Consulting
Ohio
$2.22K -$279 -1 -13%
DPW
386
DiNuzzo Private Wealth
Pennsylvania
$2.22K
MCM
387
Manchester Capital Management
Vermont
$2.22K
EBA
388
Eagle Bay Advisors
New York
$2.22K
CFB
389
Cullen/Frost Bankers
Texas
$2.22K +$1.95K +7 New
FCA
390
FinTrust Capital Advisors
South Carolina
$2.01K
PS
391
Planned Solutions
California
$1.94K +$1.67K +6 New
ATS
392
Ashton Thomas Securities
New York
$1.91K +$1.67K +6 New
BAM
393
Bellevue Asset Management
Washington
$1.91K
S
394
Sachetta
Massachusetts
$1.59K
PWA
395
Provenance Wealth Advisors
Florida
$1.59K
LFG
396
Larson Financial Group
Missouri
$953
PWMG
397
Private Wealth Management Group
New Jersey
$636
VWA
398
Valued Wealth Advisors
Utah
$636
MCM
399
MV Capital Management
Maryland
$636 +$279 +1 +100%
DJSG
400
D.J. St. Germain
Massachusetts
$635

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.