Lithia Motors
441 hedge funds and large institutions have $10B invested in Lithia Motors in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 127 increasing their positions, 161 reducing their positions, and 49 closing their positions.
86% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 49
12% more capital invested
Capital invested by funds: $8.92B → $10B (+$1.09B)
9% more funds holding
Funds holding: 405 → 441 (+36)
4% more call options, than puts
Call options by funds: $43.5M | Put options by funds: $41.9M
0.02% more ownership
Funds ownership: 105.13% → 105.15% (+0.02%)
21% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 161
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$112M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$97.1M |
| 3 |
SCM
Steadfast Capital Management
New York
|
+$94M |
| 4 |
Holocene Advisors
New York
|
+$64.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$58.3M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$94.5M |
| 2 |
BWA
Brave Warrior Advisors
New York
|
-$85.2M |
| 3 |
CM
Conifer Management
New York
|
-$70.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$55.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
476
Silverlake Wealth Management
Williston,
Vermont
| – | -$210K | -660 | Closed |
|
|
CFM
477
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$127K | -400 | Closed |
|
|
DB
478
Danske Bank
Copenhagen K,
Denmark
| – | -$127K | -400 | Closed |
|
479
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| – | -$103K | -325 | Closed |
|
480
Optiver Holding
Amsterdam,
Netherlands
| – | -$24.5K | -77 | Closed |
|
481
Allspring Global Investments
Charlotte,
North Carolina
| – | -$8.26K | -26 | Closed |
|
|
BBHC
482
Brown Brothers Harriman & Co
New York
| – | -$3.81K | -12 | Closed |
|
|
CFB
483
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$2.22K | -7 | Closed |
|
|
ATS
484
Ashton Thomas Securities
Rochester,
New York
| – | -$1.91K | -6 | Closed |
|
|
PS
485
Planned Solutions
Folsom,
California
| – | -$1.94K | -6 | Closed |
|
|
CA
486
Claris Advisors
St. Louis,
Missouri
| – | -$635 | -2 | Closed |
|
|
AF
487
Advisornet Financial
Minnetonka,
Minnesota
| – | -$318 | -1 | Closed |
|
|
A
488
AlphaQuest
New York
| – | -$318 | -1 | Closed |
|
|
BF
489
BOK Financial
Tulsa,
Oklahoma
| – | -$303 | -1 | Closed |
|
LAD Hedge Fund Activity: Q4 2024 in Review
441 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2024, worth a combined $10B — up 12% from $8.92B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new LAD positions and 49 closed out — a net gain of 42 holders — while 127 added to existing stakes and 161 trimmed.
The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $112M. The largest seller was Millennium Management, cutting an estimated $94.5M.
- 441 institutional investors held Lithia Motors (LAD) as of Q4 2024, up from 405 in Q3 2024.
- Funds reported $10B of Lithia Motors stock for Q4 2024, up 12% quarter-over-quarter.
- 91 funds opened new Lithia Motors positions in Q4 2024 and 49 closed out, a net change of +42 holders.
- The largest Lithia Motors buyer in Q4 2024 was Egerton Capital (UK), an estimated $112M added.
- The largest Lithia Motors seller in Q4 2024 was Millennium Management, an estimated $94.5M sold.
Based on aggregated 13F filings for Q4 2024.