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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
MAM
26
Madison Asset Management
Wisconsin
$73.1M +$64.2M +230,251 New
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$72.5M +$60.1M +215,542 +1,694%
CC
28
Chicago Capital
Illinois
$69M +$743K +2,666 +1%
EAM
29
Eventide Asset Management
Massachusetts
$68.3M -$8.59M -30,808 -13%
Charles Schwab
30
Charles Schwab
California
$65.5M -$4.66M -16,721 -8%
Northern Trust
31
Northern Trust
Illinois
$62.7M -$330K -1,184 -0.6%
SCM
32
Steadfast Capital Management
New York
$61.5M +$54M +193,583 New
Russell Investments Group
33
Russell Investments Group
United Kingdom
$58.6M -$5.18M -18,582 -9%
BCIM
34
British Columbia Investment Management
British Columbia, Canada
$55.1M +$3.29M +11,800 +7%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.7M -$250K -897 -0.5%
Invesco
36
Invesco
Georgia
$52.5M -$19.7M -70,841 -30%
AI
37
Advent International
Massachusetts
$45.1M
Verition Fund Management
38
Verition Fund Management
Connecticut
$40.3M +$33.7M +120,749 +1,960%
Ameriprise
39
Ameriprise
Minnesota
$39.3M +$4.56M +16,366 +15%
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$36.2M +$31.8M +114,100 New
CC
41
Covalis Capital
United Kingdom
$35.8M +$31.4M +112,567 New
CCM
42
Cadian Capital Management
New York
$35.6M -$8.28M -29,687 -21%
JGC
43
J. Goldman & Co
New York
$35.6M +$5.56M +19,959 +22%
SSA
44
Schonfeld Strategic Advisors
New York
$35.2M -$6.11M -21,927 -17%
HHAM
45
HITE Hedge Asset Management
Massachusetts
$34.2M +$29.4M +105,611 +5,233%
Barclays
46
Barclays
United Kingdom
$33M +$16.6M +59,723 +135%
Bank of America
47
Bank of America
North Carolina
$32.9M -$2.62M -9,381 -8%
First Trust Advisors
48
First Trust Advisors
Illinois
$32.7M +$1.54M +5,524 +6%
PL
49
Perpetual Ltd
Australia
$31.6M -$71.1K -255 -0.3%
Lido Advisors
50
Lido Advisors
California
$31.5M +$12M +43,215 +77%

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.