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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
CC
26
Chicago Capital
Illinois
$54.1M +$185K +705 +0.3%
FCM
27
Frontier Capital Management
Massachusetts
$51.5M -$23.4M -89,450 -30%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$50.9M -$236K -901 -0.4%
Northern Trust
29
Northern Trust
Illinois
$50.1M +$5.69M +21,720 +12%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$48.4M +$577K +2,205 +1%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.1M +$7.12M +27,211 +19%
BCIM
32
British Columbia Investment Management
British Columbia, Canada
$40.8M -$2.64M -10,100 -6%
BIM
33
Bridges Investment Management
Nebraska
$40.6M +$22.9M +87,362 +119%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$36.6M +$25M +95,379 +192%
AI
35
Advent International
Massachusetts
$35.8M +$37.2M +142,000 New
CCM
36
Cadian Capital Management
New York
$35.8M -$46.7M -178,250 -56%
Millennium Management
37
Millennium Management
New York
$33.9M +$23.8M +91,021 +211%
SSA
38
Schonfeld Strategic Advisors
New York
$33.5M +$34.7M +132,598 New
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$33M -$4.7M -17,945 -12%
ClearBridge Investments
40
ClearBridge Investments
New York
$30.3M +$691K +2,638 +2%
Bank of America
41
Bank of America
North Carolina
$28.5M +$2.27M +8,664 +8%
Ameriprise
42
Ameriprise
Minnesota
$27.1M +$4.15M +15,859 +17%
PL
43
Perpetual Ltd
Australia
$25.1M +$386K +1,473 +2%
N
44
Nuveen
North Carolina
$24.7M -$610K -2,332 -2%
First Trust Advisors
45
First Trust Advisors
Illinois
$24.6M +$4.73M +18,068 +23%
Franklin Resources
46
Franklin Resources
California
$23.6M -$489K -1,867 -2%
JGC
47
J. Goldman & Co
New York
$23.2M +$24.1M +92,006 New
Principal Financial Group
48
Principal Financial Group
Iowa
$23M -$3.24M -12,360 -12%
Boston Partners
49
Boston Partners
Massachusetts
$21.8M -$958K -3,660 -4%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$20.3M -$451K -1,724 -2%

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.