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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
QC
401
Quadrature Capital
United Kingdom
-$907K -3,015 Closed
YIH
402
Y-Intercept (HK)
Hong Kong
-$814K -2,706 Closed
Wealth Enhancement Advisory Services
403
Wealth Enhancement Advisory Services
Minnesota
-$749K -2,489 Closed
CC
404
Centiva Capital
New York
-$715K -2,376 Closed
PRC
405
Pearl River Capital
Michigan
-$715K -2,375 Closed
QIM
406
Quantitative Investment Management
Virginia
-$660K -2,197 Closed
I
407
InceptionR
California
-$644K -2,140 Closed
CC
408
Corton Capital
Ontario, Canada
-$630K -2,093 Closed
VI
409
Vestcor Inc
New Brunswick, Canada
-$624K -2,073 Closed
OFS
410
OneAscent Financial Services
Alabama
-$494K -1,643 Closed
FHB
411
First Hawaiian Bank
Hawaii
-$366K -1,218 Closed
AC
412
Armistice Capital
New York
-$322K -1,069 Closed
OWM
413
OneAscent Wealth Management
Alabama
-$315K -1,047 Closed
RFC
414
Regions Financial Corp
Alabama
-$297K -987 Closed
N
415
Numerai
California
-$292K -971 Closed
CCM
416
Coldstream Capital Management
Washington
-$290K -963 Closed
IFU
417
iSAM Funds (UK)
United Kingdom
-$287K -953 Closed
PF
418
Phoenix Financial
Israel
-$285K -950 Closed
FAM
419
Fred Alger Management
New York
-$279K -929 Closed
EGM
420
Engineers Gate Manager
New York
-$279K -928 Closed
MGIA
421
Moneta Group Investment Advisors
Missouri
-$259K -860 Closed
William Blair & Company
422
William Blair & Company
Illinois
-$251K -836 Closed
CPC
423
Consolidated Planning Corp
Georgia
-$244K -812 Closed
PA
424
Profund Advisors
Maryland
-$239K -795 Closed
OAM
425
Oxford Asset Management
United Kingdom
-$235K -780 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.