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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 %
EBA
401
Eagle Bay Advisors
New York
$1.2K – – –
WIA
402
Wetzel Investment Advisors
Indiana
$1.04K – – –
MFA
403
McClarren Financial Advisors
Pennsylvania
$1K +$500 +1 +100%
MIFH
404
Migdal Insurance & Financial Holdings
Israel
$1K +$1K +2 New
FWM
405
Focused Wealth Management
New York
$917 – – –
PPC
406
Park Place Capital
Alabama
$903 -$6.92K -23 -88%
VCM
407
Versant Capital Management
Arizona
$903 – – –
JWM
408
Janiczek Wealth Management
Colorado
$903 – – –
DJSG
409
D.J. St. Germain
Massachusetts
$903 +$903 +3 New
PA
410
Pineridge Advisors
Missouri
$603 +$603 +2 New
CTC
411
Central Trust Company
Missouri
$602 – – –
VWA
412
Valued Wealth Advisors
Utah
$602 +$602 +2 New
TFM
413
TFC Financial Management
Massachusetts
$301 +$301 +1 New
BF
414
BOK Financial
Oklahoma
$296 – – –
Fidelity International
415
Fidelity International
Bermuda
– -$4.94M -15,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
416
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.87M -14,797 Closed
Amundi
417
Amundi
France
– -$2.46M -8,152 Closed
PCA
418
Pallas Capital Advisors
Massachusetts
– -$1.66M -5,038 Closed
SG Americas Securities
419
SG Americas Securities
New York
– -$992K -3,014 Closed
Brown Advisory
420
Brown Advisory
Maryland
– -$961K -2,919 Closed
Group One Trading
421
Group One Trading
Illinois
– -$960K -2,915 Closed
KOC
422
Koss-Olinger Consulting
Florida
– -$780K -2,370 Closed
FNBT
423
FineMark National Bank & Trust
Florida
– -$660K -2,005 Closed
MVP
424
Miller Value Partners
Florida
– -$659K -2,000 Closed
AWM
425
AE Wealth Management
Kansas
– -$581K -1,946 Closed
14 15 16
17
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