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Lithia Motors
LAD

Overview Fund Activity

415 hedge funds and large institutions have $7.42B invested in Lithia Motors in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 172 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-9
Holders Change %
-2.12%
% of All Funds
7.02%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
59
Increased
126
Reduced
172
Closed
60
Calls
$62.1M
Puts
$57.1M
Net Calls
+$4.96M
Net Calls Change
+$20.9M

Top Buyers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$153M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.4M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$39.1M
4
Harris Associates
4
Harris Associates
Illinois
$249M
5
BWA
5
Brave Warrior Advisors
New York
$272M

Top Sellers

1
SCA
1
Southpoint Capital Advisors
New York
$110M
2
PWAM
2
Park West Asset Management
California
$127M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
451
Atria Wealth Solutions
New York
– -$240K -801 Closed
OTL
452
Oak Thistle LLC
New York
– -$226K -753 Closed
AR
453
Advisory Research
Illinois
– -$224K -745 Closed
AP
454
Advisor Partners
California
– -$218K -725 Closed
MTC
455
McDaniel Terry & Co
Texas
– -$210K -701 Closed
OAM
456
Origin Asset Management
United Kingdom
– -$209K -698 Closed
PFO
457
Pathstone Family Office
New Jersey
– -$313K -686 Closed
JSW
458
Journey Strategic Wealth
New Jersey
– -$206K -685 Closed
Wolverine Trading
459
Wolverine Trading
Illinois
– -$215K -673 Closed
CF
460
Centaurus Financial
California
– -$150K -500 Closed
Acadian Asset Management
461
Acadian Asset Management
Massachusetts
– -$102K -341 Closed
TCWA
462
Ten Capital Wealth Advisors
Washington
– -$52K -172 Closed
GAM
463
Gemmer Asset Management
California
– -$20K -69 Closed
Lazard Asset Management
464
Lazard Asset Management
New York
– -$18K -61 Closed
DC
465
DeDora Capital
California
– -$14K -48 Closed
RTC
466
Riverview Trust Company
Washington
– -$13K -44 Closed
QC
467
Quent Capital
New York
– -$11K -36 Closed
IRAG
468
Investment Research & Advisory Group
Georgia
– -$10K -32 Closed
FAG
469
Fortitude Advisory Group
Washington
– -$8K -28 Closed
CI
470
Cordant Inc
Oregon
– -$3K -10 Closed
T
471
TCWP
Ohio
– -$2K -9 Closed
MCC
472
Money Concepts Capital
Florida
– -$1K -4 Closed
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