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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 %
CCMLC
26
Cardinal Capital Management LLC (Connecticut)
Connecticut
$68.1M -$10.7M -35,572 -14%
Invesco
27
Invesco
Georgia
$67.5M +$5.76M +19,130 +9%
Charles Schwab
28
Charles Schwab
California
$64.6M +$1.88M +6,236 +3%
CC
29
Chicago Capital
Illinois
$64.3M +$3.55M +11,808 +6%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$61.3M +$6.16M +20,416 +11%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$57.1M +$1.59M +5,277 +3%
Northern Trust
32
Northern Trust
Illinois
$53.2M -$7.82M -26,002 -13%
BCIM
33
British Columbia Investment Management
British Columbia, Canada
$51.7M +$7.16M +23,800 +16%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$51.5M +$7.2M +23,932 +16%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$44.7M +$2.49M +8,268 +6%
SIM
36
SRS Investment Management
New York
$43M -$66M -219,536 -61%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42M +$406K +1,351 +1%
ClearBridge Investments
38
ClearBridge Investments
New York
$35.3M -$84.5K -281 -0.2%
Bank of America
39
Bank of America
North Carolina
$31.4M -$1.72M -5,702 -5%
KCM
40
Kennedy Capital Management
Missouri
$31.2M -$6.99M -23,220 -18%
Principal Financial Group
41
Principal Financial Group
Iowa
$31.2M +$789K +2,621 +3%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$30.2M +$798K +2,653 +3%
PL
43
Perpetual Ltd
Australia
$29.5M +$854K +2,838 +3%
Franklin Resources
44
Franklin Resources
California
$28.7M -$1.55M -5,159 -5%
Ameriprise
45
Ameriprise
Minnesota
$27.6M -$491K -1,631 -2%
Boston Partners
46
Boston Partners
Massachusetts
$27.5M +$2.99M +10,141 +12%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$24.7M -$929K -3,087 -4%
First Trust Advisors
48
First Trust Advisors
Illinois
$23.9M +$341K +1,135 +1%
RRAM
49
River Road Asset Management
Kentucky
$23.6M -$1.32M -4,380 -5%
BIM
50
Bridges Investment Management
Nebraska
$22.1M +$6.36M +21,130 +40%
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