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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 %
BAM
426
Blueshift Asset Management
New Jersey
– -$422K -1,282 Closed
CAM
427
Cresset Asset Management
Illinois
– -$404K -1,226 Closed
Wolverine Trading
428
Wolverine Trading
Illinois
– -$398K -1,208 Closed
PVH
429
Psagot Value Holdings
Israel
– -$329K -1,000 Closed
CA
430
Cullinan Associates
Kentucky
– -$329K -1,000 Closed
MAP
431
Moody Aldrich Partners
Massachusetts
– -$317K -963 Closed
SEC
432
Seven Eight Capital
New York
– -$272K -827 Closed
FA
433
FDx Advisors
Illinois
– -$263K -799 Closed
VI
434
Versor Investments
New York
– -$232K -704 Closed
SI
435
Stephens Inc
Arkansas
– -$216K -656 Closed
RJT
436
Raymond James Trust
Florida
– -$207K -629 Closed
KI
437
Kapitalo Investimentos
Brazil
– -$66.8K -203 Closed
AI
438
AXS Investments
New York
– -$62.6K -190 Closed
GI
439
Gradient Investments
Minnesota
– -$59.3K -180 Closed
LF
440
Lee Financial
Texas
– -$23.1K -70 Closed
JFGIW
441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$17.5K -53 Closed
Loomis, Sayles & Company
442
Loomis, Sayles & Company
Massachusetts
– -$9K -28 Closed
TCWA
443
Turtle Creek Wealth Advisors
Texas
– -$5.93K -18 Closed
AF
444
Advisornet Financial
Minnesota
– -$2.63K -8 Closed
GWS
445
Glassman Wealth Services
Virginia
– -$1.65K -5 Closed
AAP
446
Arax Advisory Partners
Colorado
– -$1.32K -4 Closed
ASN
447
Advisory Services Network
Georgia
– -$329 -1 Closed
14 15 16 17
18