Lithia Motors
LAD
416 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, 127 increasing their positions, 172 reducing their positions, and 60 closing their positions.
9% more call options, than puts
Call options by funds: $62.1M | Put options by funds: $57.1M
2% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 60
1.45% less ownership
Funds ownership: 94.79% → 93.34% (-1.5%)
2% less funds holding
Funds holding: 425 → 416 (-9)
11% less capital invested
Capital invested by funds: $8.39B → $7.42B (-$962M)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
26% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$70.6M |
| 2 |
Morgan Stanley
New York
|
+$53.6M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$41.5M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$37.2M |
| 5 |
BWA
Brave Warrior Advisors
New York
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
-$118M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$109M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$95.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$48.2M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$31.5M |
LAD Hedge Fund Activity: Q2 2022 in Review
416 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2022, worth a combined $7.42B — down 11% from $8.39B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of LAD and 59 opened new positions — a net loss of 1 holder — while 172 trimmed existing stakes and 127 added.
The largest buyer was Royal London Asset Management, adding an estimated $70.6M. The largest seller was Southpoint Capital Advisors, cutting an estimated $118M.
- 416 institutional investors held Lithia Motors (LAD) as of Q2 2022, down from 425 in Q1 2022.
- Funds reported $7.42B of Lithia Motors stock for Q2 2022, down 11% quarter-over-quarter.
- 59 funds opened new Lithia Motors positions in Q2 2022 and 60 closed out, a net change of -1 holder.
- The largest Lithia Motors buyer in Q2 2022 was Royal London Asset Management, an estimated $70.6M added.
- The largest Lithia Motors seller in Q2 2022 was Southpoint Capital Advisors, an estimated $118M sold.
Based on aggregated 13F filings for Q2 2022.