Lithia Motors
369 hedge funds and large institutions have $8.95B invested in Lithia Motors in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 149 reducing their positions, and 53 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
36% more capital invested
Capital invested by funds: $6.6B → $8.95B (+$2.35B)
14% more call options, than puts
Call options by funds: $116M | Put options by funds: $102M
1.14% more ownership
Funds ownership: 105.8% → 106.94% (+1.1%)
8% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 53
2% less funds holding
Funds holding: 375 → 369 (-6)
23% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$82.1M |
| 2 |
CM
Conifer Management
New York
|
+$47.9M |
| 3 |
Millennium Management
New York
|
+$41.7M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$34.6M |
| 5 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.6M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$23.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$20.7M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$18.4M |
LAD Hedge Fund Activity: Q2 2023 in Review
369 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2023, worth a combined $8.95B — up 36% from $6.6B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of LAD and 49 opened new positions — a net loss of 4 holders — while 149 trimmed existing stakes and 115 added.
The largest buyer was Canada Pension Plan Investment Board, adding an estimated $82.1M. The largest seller was Envestnet Asset Management, cutting an estimated $24.6M.
- 369 institutional investors held Lithia Motors (LAD) as of Q2 2023, down from 375 in Q1 2023.
- Funds reported $8.95B of Lithia Motors stock for Q2 2023, up 36% quarter-over-quarter.
- 49 funds opened new Lithia Motors positions in Q2 2023 and 53 closed out, a net change of -4 holders.
- The largest Lithia Motors buyer in Q2 2023 was Canada Pension Plan Investment Board, an estimated $82.1M added.
- The largest Lithia Motors seller in Q2 2023 was Envestnet Asset Management, an estimated $24.6M sold.
Based on aggregated 13F filings for Q2 2023.