Lithia Motors
373 hedge funds and large institutions have $5.65B invested in Lithia Motors in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 66 closing their positions.
3.95% more ownership
Funds ownership: 99.67% → 103.61% (+3.9%)
4% less capital invested
Capital invested by funds: $5.88B → $5.65B (-$235M)
5% less funds holding
Funds holding: 393 → 373 (-20)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
16% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 142
20% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 66
41% less call options, than puts
Call options by funds: $66.3M | Put options by funds: $113M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Conifer Management
New York
|
+$107M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$78.5M |
| 3 |
MP
MFN Partners
Boston,
Massachusetts
|
+$75M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$71.2M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$58.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$90.3M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$37.8M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$34.5M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
-$32.2M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$21.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
426
Howe & Rusling
Rochester,
New York
| – | -$5K | -21 | Closed |
|
|
BBPWM
427
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$3K | -14 | Closed |
|
|
AIP
428
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$2K | -6 | Closed |
|
429
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$1K | -6 | Closed |
|
|
CAL
430
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$1K | -5 | Closed |
|
|
CFO
431
CVA Family Office
Denver,
Colorado
| – | -$1K | -5 | Closed |
|
|
HI
432
Harbour Investments
Madison,
Wisconsin
| – | -$1K | -5 | Closed |
|
|
ACM
433
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$863 | -4 | Closed |
|
|
MBFW
434
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$1K | -4 | Closed |
|
|
BCM
435
Bourgeon Capital Management
Darien,
Connecticut
| – | -$1K | -3 | Closed |
|
|
MA
436
MUFG Americas
New York
| – | -$1K | -3 | Closed |
|
|
MFA
437
McClarren Financial Advisors
State College,
Pennsylvania
| – | +$214 | +1 | New |
|
LAD Hedge Fund Activity: Q4 2022 in Review
373 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2022, worth a combined $5.65B — down 4% from $5.88B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of LAD and 53 opened new positions — a net loss of 13 holders — while 142 trimmed existing stakes and 119 added.
The largest buyer was Conifer Management, opening a new position worth an estimated $107M. The largest seller was Neuberger Berman Group, cutting an estimated $90.3M.
- 373 institutional investors held Lithia Motors (LAD) as of Q4 2022, down from 393 in Q3 2022.
- Funds reported $5.65B of Lithia Motors stock for Q4 2022, down 4% quarter-over-quarter.
- 53 funds opened new Lithia Motors positions in Q4 2022 and 66 closed out, a net change of -13 holders.
- The largest Lithia Motors buyer in Q4 2022 was Conifer Management, an estimated $107M added.
- The largest Lithia Motors seller in Q4 2022 was Neuberger Berman Group, an estimated $90.3M sold.
Based on aggregated 13F filings for Q4 2022.