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Lithia Motors

405 hedge funds and large institutions have $8.92B invested in Lithia Motors in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 131 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $105M | Put options by funds: $57.3M

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

28% more capital invested

Capital invested by funds: $6.95B → $8.92B (+$1.96B)

8% more funds holding

Funds holding: 375405 (+30)

4.61% more ownership

Funds ownership: 100.52%105.13% (+4.6%)

5% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 138

Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.82%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
83
Increased
131
Reduced
138
Closed
50
Calls
$105M
Puts
$57.3M
Net Calls
+$47.2M
Net Calls Change
+$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
426
Blueshift Asset Management
New Jersey
-$536K -2,123 Closed
ET
427
Entropy Technologies
New York
-$510K -2,022 Closed
XT
428
XTX Topco
Cayman Islands
-$445K -1,762 Closed
SCA
429
Snowden Capital Advisors
New York
-$440K -1,741 Closed
CCIA
430
Campbell & Co Investment Adviser
Maryland
-$401K -1,589 Closed
AIM
431
Aigen Investment Management
New York
-$378K -1,499 Closed
SRL
432
Scientech Research LLC
New Jersey
-$344K -1,364 Closed
Assenagon Asset Management
433
Assenagon Asset Management
Luxembourg
-$276K -1,095 Closed
BC
434
Bridgefront Capital
Texas
-$272K -1,077 Closed
Group One Trading
435
Group One Trading
Illinois
-$279K -1,000 Closed
SI
436
Seeds Investor
New York
-$237K -937 Closed
PAS
437
Park Avenue Securities
New York
-$226K -893 Closed
Mackenzie Financial
438
Mackenzie Financial
Ontario, Canada
-$211K -835 Closed
Twin Tree Management
439
Twin Tree Management
Texas
-$149K -536 Closed
HT
440
Headlands Technologies
Illinois
-$116K -461 Closed
O
441
Ossiam
France
-$112K -445 Closed
NFSG
442
Newbridge Financial Services Group
Florida
-$75.7K -300 Closed
Simplex Trading
443
Simplex Trading
Illinois
-$46.3K -166 Closed
FHA
444
First Horizon Advisors
Tennessee
-$39.9K -158 Closed
CA
445
Clearstead Advisors
Ohio
-$18.9K -75 Closed
CA
446
Crewe Advisors
Utah
-$17.7K -70 Closed
AA
447
Ancora Advisors
Ohio
-$7.32K -29 Closed
RWMG
448
Redwood Wealth Management Group
New Jersey
-$3.53K -14 Closed
LSA
449
Leonteq Securities AG
Switzerland
-$3.03K -12 Closed
CA
450
Continuum Advisory
Idaho
-$1.26K -5 Closed

LAD Hedge Fund Activity: Q3 2024 in Review

405 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2024, worth a combined $8.92B — up 28% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new LAD positions and 50 closed out — a net gain of 33 holders — while 131 added to existing stakes and 138 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $64.2M. The largest seller was MFN Partners, exiting entirely with an estimated $225M sold.

  • 405 institutional investors held Lithia Motors (LAD) as of Q3 2024, up from 375 in Q2 2024.
  • Funds reported $8.92B of Lithia Motors stock for Q3 2024, up 28% quarter-over-quarter.
  • 83 funds opened new Lithia Motors positions in Q3 2024 and 50 closed out, a net change of +33 holders.
  • The largest Lithia Motors buyer in Q3 2024 was Madison Asset Management, an estimated $64.2M added.
  • The largest Lithia Motors seller in Q3 2024 was MFN Partners, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2024.