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Lithia Motors
LAD

Overview Fund Activity

441 hedge funds and large institutions have $10B invested in Lithia Motors in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 126 increasing their positions, 161 reducing their positions, and 48 closing their positions.

Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
5.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
92
Increased
126
Reduced
161
Closed
48
Calls
$43.5M
Puts
$41.9M
Net Calls
+$1.64M
Net Calls Change
-$45.6M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$113M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$124M
3
SCM
3
Steadfast Capital Management
New York
$165M
4
Holocene Advisors
4
Holocene Advisors
New York
$72.9M
5
UBS Group
5
UBS Group
Switzerland
$83.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.35M
2
BWA
2
Brave Warrior Advisors
New York
$219M
3
CM
3
Conifer Management
New York
$179M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$62M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
426
Sachetta
Massachusetts
$1.79K – – –
PWA
427
Provenance Wealth Advisors
Florida
$1.79K – – –
HWA
428
HHM Wealth Advisors
Tennessee
$1.43K +$1.43K +4 New
CSWM
429
Cassady Schiller Wealth Management
Ohio
$1.43K +$1.43K +4 New
TCM
430
TD Capital Management
Tennessee
$1.07K +$1.07K +3 New
LFG
431
Larson Financial Group
Missouri
$1.07K – – –
MAS
432
MPWM Advisory Solutions
Georgia
$1.07K +$1.07K +3 New
PWMG
433
Private Wealth Management Group
New Jersey
$715 – – –
MCM
434
MV Capital Management
Maryland
$715 – – –
DJSG
435
D.J. St. Germain
Massachusetts
$715 – – –
VWA
436
Valued Wealth Advisors
Utah
$715 – – –
GFPC
437
Global Financial Private Client
Florida
$715 +$715 +2 New
TFM
438
TFC Financial Management
Massachusetts
$358 +$358 +1 New
NC
439
NewSquare Capital
Pennsylvania
$357 +$357 +1 New
T
440
Transce3nd
Texas
$357 +$357 +1 New
PWM
441
Parkworth Wealth Management
California
$357 +$357 +1 New
CC
442
Covalis Capital
United Kingdom
– -$35.8M -112,567 Closed
Lido Advisors
443
Lido Advisors
California
– -$31.5M -99,226 Closed
CC
444
Cartenna Capital
Connecticut
– -$28.6M -90,000 Closed
Focus Partners Wealth
445
Focus Partners Wealth
Massachusetts
– -$5.02M -51,411 Closed
JFG
446
Jefferies Financial Group
New York
– -$13.4M -42,198 Closed
ECM
447
Engle Capital Management
Connecticut
– -$12.5M -39,308 Closed
TI
448
Trexquant Investment
Connecticut
– -$6.65M -20,945 Closed
Walleye Capital
449
Walleye Capital
New York
– -$5.4M -17,010 Closed
LFCM
450
Long Focus Capital Management
Puerto Rico
– -$4.42M -13,900 Closed
16 17
18
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