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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
KCM
51
Kennedy Capital Management
Missouri
$20.1M -$6.27M -23,949 -23%
IAM
52
Iridian Asset Management
Connecticut
$18.4M +$1.1M +4,203 +6%
Ensign Peak Advisors
53
Ensign Peak Advisors
Utah
$18.3M +$39.3K +150 +0.2%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$18.3M +$1.31K +5 +0%
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$17.8M +$18.5M +70,589 New
WHG
56
Westwood Holdings Group
Texas
$17.8M +$3.44M +13,126 +23%
UBS AM
57
UBS AM
Illinois
$17.2M +$5.12M +19,547 +40%
UBS Group
58
UBS Group
Switzerland
$14.4M -$888K -3,391 -6%
Lido Advisors
59
Lido Advisors
California
$14.1M +$4.71M +18,000 +47%
Swiss National Bank
60
Swiss National Bank
Switzerland
$13.7M -$26.2K -100 -0.2%
Legal & General Group
61
Legal & General Group
United Kingdom
$13.6M -$1.81M -6,929 -11%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$13.1M -$192K -733 -1%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$12.9M +$3.91M +14,940 +40%
SEI Investments
64
SEI Investments
Pennsylvania
$12.7M +$3.26M +12,460 +33%
LCM
65
Logan Capital Management
Pennsylvania
$12.6M -$127K -484 -1%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$12.4M +$12M +45,866 +1,502%
AllianceBernstein
67
AllianceBernstein
Tennessee
$12.2M -$127M -483,653 -91%
Barclays
68
Barclays
United Kingdom
$11.2M -$1.79M -6,840 -13%
CCMLC
69
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.1M -$47.8M -182,487 -81%
ECM
70
Engle Capital Management
Connecticut
$10.9M -$524K -2,000 -4%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$10.6M +$634K +2,423 +6%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$9.4M -$209K -800 -2%
DIA
73
Dana Investment Advisors
Wisconsin
$9.39M -$127K -485 -1%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$9.22M -$3.24M -12,372 -25%
Goldman Sachs
75
Goldman Sachs
New York
$9.15M -$3.47M -13,269 -27%

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.