We are live on ! Find out more
LAD icon

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
PAM
426
Panagora Asset Management
Massachusetts
-$234K -778 Closed
BCM
427
BTC Capital Management
Iowa
-$230K -766 Closed
CB
428
Commerce Bank
Missouri
-$230K -763 Closed
GSC
429
Ground Swell Capital
South Carolina
-$228K -758 Closed
VA
430
Vident Advisory
Georgia
-$227K -754 Closed
MAA
431
Mraz Amerine & Associates
California
-$226K -751 Closed
HWAM
432
Hennion & Walsh Asset Management
New Jersey
-$220K -730 Closed
MYAM
433
Meiji Yasuda Asset Management
Japan
-$212K -705 Closed
IA
434
Inspire Advisors
Idaho
-$208K -692 Closed
IWC
435
Integrated Wealth Concepts
Massachusetts
-$208K -690 Closed
KAS
436
Kestra Advisory Services
Texas
-$206K -685 Closed
SW
437
SVB Wealth
Massachusetts
-$206K -684 Closed
CPBTD
438
Central Pacific Bank - Trust Division
Hawaii
-$194K -655 Closed
DZ Bank
439
DZ Bank
Germany
-$113K -375 Closed
SOW
440
State of Wyoming
Wyoming
-$94.2K -313 Closed
CSS
441
Cubist Systematic Strategies
Connecticut
-$32.5K -108 Closed
DA
442
Denali Advisors
California
-$31.3K -104 Closed
SWS
443
SYSTM Wealth Solutions
Illinois
-$30.7K -102 Closed
WR
444
WD Rutherford
Oregon
-$24.1K -80 Closed
AWM
445
Avior Wealth Management
Nebraska
-$23.2K -77 Closed
ACA
446
Atlas Capital Advisors
Wyoming
-$12K -40 Closed
MAM
447
Meeder Asset Management
Ohio
-$11.7K -39 Closed
MHR
448
Matthew Hamilton Rosenberg
-$7.39K -25 Closed
CJ
449
Caitlin John
Michigan
-$5.12K -17 Closed
FRA
450
Front Row Advisors
California
-$4.81K -16 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.