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Lithia Motors
LAD

425 hedge funds and large institutions have $8.39B invested in Lithia Motors in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

13% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 138

4.71% more ownership

Funds ownership: 90.09% → 94.79% (+4.7%)

4% more capital invested

Capital invested by funds: $8.06B → $8.39B (+$323M)

2% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 66

1% less funds holding

Funds holding: 430 → 425 (-5)

19% less call options, than puts

Call options by funds: $66.1M | Put options by funds: $82M

Holders
425
Holders Change
-5
Holders Change %
-1.16%
% of All Funds
6.7%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
65
Increased
156
Reduced
138
Closed
66
Calls
$66.1M
Puts
$82M
Net Calls
-$16M
Net Calls Change
+$37.4M

Top Buyers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
+$276M
2
Harris Associates
Harris Associates
Illinois
+$243M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.1M
5
MP
MFN Partners
Massachusetts
+$70.5M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$148M
2
Millennium Management
Millennium Management
New York
-$104M
3
FAM
Fred Alger Management
New York
-$66.9M
4
BlackRock
BlackRock
New York
-$63.5M
5
HRCM
Hawk Ridge Capital Management
California
-$59.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
476
Dark Forest Capital Management
Puerto Rico
– -$23K -77 Closed
SFM
477
Signet Financial Management
New Jersey
– -$20K -67 Closed
MIM
478
Macroview Investment Management
Maryland
– -$18K -61 Closed
SCA
479
Snowden Capital Advisors
New York
– -$16K -57 Closed
CSWM
480
Cassady Schiller Wealth Management
Ohio
– -$9K -31 Closed
CWS
481
Confluence Wealth Services
Pennsylvania
– -$3K -12 Closed
SWM
482
Spire Wealth Management
Virginia
– -$4K -12 Closed
M
483
MOTCO
Texas
– -$3K -9 Closed
CFO
484
CVA Family Office
Colorado
– -$1K -5 Closed
ACM
485
Absolute Capital Management
Pennsylvania
– -$1.19K -4 Closed
MP
486
McDonald Partners
Ohio
– -$1.19K -4 Closed
CA
487
CoreCap Advisors
Michigan
– -$1K -2 Closed
SIC
488
SJS Investment Consulting
Ohio
– +$312 +1 New
16 17 18 19
20

LAD Hedge Fund Activity: Q1 2022 in Review

425 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2022, worth a combined $8.39B — up 4% from $8.06B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LAD and 65 opened new positions — a net loss of 1 holder — while 138 trimmed existing stakes and 156 added.

The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $276M. The largest seller was Viking Global Investors, cutting an estimated $148M.

  • 425 institutional investors held Lithia Motors (LAD) as of Q1 2022, down from 430 in Q4 2021.
  • Funds reported $8.39B of Lithia Motors stock for Q1 2022, up 4% quarter-over-quarter.
  • 65 funds opened new Lithia Motors positions in Q1 2022 and 66 closed out, a net change of -1 holder.
  • The largest Lithia Motors buyer in Q1 2022 was Brave Warrior Advisors, an estimated $276M added.
  • The largest Lithia Motors seller in Q1 2022 was Viking Global Investors, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2022.