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Lithia Motors
LAD

425 hedge funds and large institutions have $8.39B invested in Lithia Motors in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

13% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 138

4.71% more ownership

Funds ownership: 90.09% → 94.79% (+4.7%)

4% more capital invested

Capital invested by funds: $8.06B → $8.39B (+$323M)

2% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 66

1% less funds holding

Funds holding: 430 → 425 (-5)

19% less call options, than puts

Call options by funds: $66.1M | Put options by funds: $82M

Holders
425
Holders Change
-5
Holders Change %
-1.16%
% of All Funds
6.7%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
65
Increased
156
Reduced
138
Closed
66
Calls
$66.1M
Puts
$82M
Net Calls
-$16M
Net Calls Change
+$37.4M

Top Buyers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
+$276M
2
Harris Associates
Harris Associates
Illinois
+$243M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.1M
5
MP
MFN Partners
Massachusetts
+$70.5M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$148M
2
Millennium Management
Millennium Management
New York
-$104M
3
FAM
Fred Alger Management
New York
-$66.9M
4
BlackRock
BlackRock
New York
-$63.5M
5
HRCM
Hawk Ridge Capital Management
California
-$59.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
401
Huntington National Bank
Ohio
$4K – – –
JWM
402
Janiczek Wealth Management
Colorado
$4K – – –
AF
403
Allworth Financial
California
$4K +$624 +2 +20%
UB
404
UMB Bank
Missouri
$3K – – –
LC
405
Lindbrook Capital
California
$3K +$2.81K +9 New
CI
406
Cordant Inc
Oregon
$3K +$3.12K +10 New
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.43K +11 New
FHA
408
First Horizon Advisors
Tennessee
$2K -$57.8K -185 -96%
AAP
409
Arax Advisory Partners
Colorado
$2K – – –
PWMG
410
Prestige Wealth Management Group
New Jersey
$2K – – –
S
411
Surevest
California
$2K – – –
TFS
412
TrustCore Financial Services
Tennessee
$2K – – –
SC
413
Schubert & Co
Texas
$2K +$312 +1 +20%
DI
414
Disciplined Investments
Oklahoma
$2K +$1.87K +6 New
BFEC
415
Benjamin F. Edwards & Company
Missouri
$2K +$2.19K +7 New
MFT
416
Moisand Fitzgerald Tamayo
Florida
$2K +$2.19K +7 New
T
417
TCWP
Ohio
$2K +$2.81K +9 New
SWA
418
Sutton Wealth Advisors
Florida
$1.2K +$312 +1 +33%
BAM
419
Bellevue Asset Management
Washington
$1K -$312 -1 -20%
FWM
420
Focused Wealth Management
New York
$1K – – –
CAL
421
Capital Advisors Ltd
Ohio
$1K +$312 +1 +100%
MCM
422
Manchester Capital Management
Vermont
$1K +$624 +2 New
MCC
423
Money Concepts Capital
Florida
$1K +$1.25K +4 New
FAM
424
Fred Alger Management
New York
– -$66.9M -225,425 Closed
HRCM
425
Hawk Ridge Capital Management
California
– -$59.3M -199,616 Closed
15 16
17
18 19

LAD Hedge Fund Activity: Q1 2022 in Review

425 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2022, worth a combined $8.39B — up 4% from $8.06B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LAD and 65 opened new positions — a net loss of 1 holder — while 138 trimmed existing stakes and 156 added.

The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $276M. The largest seller was Viking Global Investors, cutting an estimated $148M.

  • 425 institutional investors held Lithia Motors (LAD) as of Q1 2022, down from 430 in Q4 2021.
  • Funds reported $8.39B of Lithia Motors stock for Q1 2022, up 4% quarter-over-quarter.
  • 65 funds opened new Lithia Motors positions in Q1 2022 and 66 closed out, a net change of -1 holder.
  • The largest Lithia Motors buyer in Q1 2022 was Brave Warrior Advisors, an estimated $276M added.
  • The largest Lithia Motors seller in Q1 2022 was Viking Global Investors, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2022.