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Lithia Motors
LAD

Overview Fund Activity

415 hedge funds and large institutions have $7.42B invested in Lithia Motors in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 172 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-9
Holders Change %
-2.12%
% of All Funds
7.02%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
59
Increased
126
Reduced
172
Closed
60
Calls
$62.1M
Puts
$57.1M
Net Calls
+$4.96M
Net Calls Change
+$20.9M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$153M
2
Morgan Stanley
Morgan Stanley
New York
$70.4M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$39.1M
4
Harris Associates
Harris Associates
Illinois
$249M
5
BWA
Brave Warrior Advisors
New York
$272M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
$110M
2
PWAM
Park West Asset Management
California
$127M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
401
TD Waterhouse Canada
Ontario, Canada
$1.96K +$1.96K +7 New
SWA
402
Sutton Wealth Advisors
Florida
$1.1K – – –
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$1K -$4.5K -9 -82%
JWM
404
Janiczek Wealth Management
Colorado
$1K -$1.6K -8 -62%
MFT
405
Moisand Fitzgerald Tamayo
Florida
$1K -$750 -3 -43%
BAM
406
Bellevue Asset Management
Washington
$1K – – –
FWM
407
Focused Wealth Management
New York
$1K – – –
CAL
408
Capital Advisors Ltd
Ohio
$1K +$333 +1 +50%
MCM
409
Manchester Capital Management
Vermont
$1K +$500 +2 +100%
SWM
410
Spire Wealth Management
Virginia
$1K +$1K +2 New
GWS
411
Glassman Wealth Services
Virginia
$1K +$1K +3 New
HI
412
Harbour Investments
Wisconsin
$1K +$1K +5 New
Jones Financial Companies
413
Jones Financial Companies
Missouri
$1K +$1K +5 New
Viking Global Investors
414
Viking Global Investors
Connecticut
– -$95.1M -316,904 Closed
Balyasny Asset Management
415
Balyasny Asset Management
Illinois
– -$48.2M -160,475 Closed
DKCM
416
Davidson Kempner Capital Management
New York
– -$7.91M -26,361 Closed
Assenagon Asset Management
417
Assenagon Asset Management
Luxembourg
– -$5.87M -19,565 Closed
SM
418
Saya Management
New York
– -$4.87M -16,241 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
419
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$4.15M -13,840 Closed
EF
420
Empowered Funds
Pennsylvania
– -$4.05M -13,505 Closed
IAM
421
Impala Asset Management
Florida
– -$3.9M -13,000 Closed
EAM
422
EULAV Asset Management
Florida
– -$2.85M -9,500 Closed
PA
423
Paragon Advisors
Texas
– -$2.76M -9,187 Closed
NIG
424
NFJ Investment Group
Texas
– -$2.2M -7,315 Closed
RIM
425
Redwood Investment Management
Arizona
– -$1.34M -4,476 Closed
15 16
17
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