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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
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$30.9M +$26.9M +96,403 New
N
52
Nuveen
North Carolina
$30.8M -$224K -803 -0.8%
Franklin Resources
53
Franklin Resources
California
$29.6M +$630K +2,261 +2%
WHG
54
Westwood Holdings Group
Texas
$28.9M +$5.76M +20,670 +29%
CC
55
Cartenna Capital
Connecticut
$28.6M +$25.1M +90,000 New
Natixis Advisors
56
Natixis Advisors
Massachusetts
$26.1M +$22.9M +82,076 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$25.8M +$17.8M +64,016 +369%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$24.8M -$635K -2,277 -3%
ClearBridge Investments
59
ClearBridge Investments
New York
$24.4M -$12M -43,066 -36%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$24.1M +$6.76M +24,258 +47%
Man Group
61
Man Group
United Kingdom
$23.8M +$13.1M +46,919 +167%
DCM
62
Driehaus Capital Management
Illinois
$23.6M +$20.7M +74,355 New
Ensign Peak Advisors
63
Ensign Peak Advisors
Utah
$23.1M +$46.8K +168 +0.2%
Hotchkis & Wiley Capital Management
64
Hotchkis & Wiley Capital Management
California
$22.4M -$53.5K -192 -0.3%
UBS Group
65
UBS Group
Switzerland
$21.8M +$3.23M +11,577 +20%
UBS AM
66
UBS AM
Illinois
$21.7M +$49.1K +176 +0.3%
KCM
67
Kennedy Capital Management
Missouri
$21.2M -$3.6M -12,909 -16%
SEI Investments
68
SEI Investments
Pennsylvania
$21.2M +$4.58M +16,434 +33%
IAM
69
Iridian Asset Management
Connecticut
$20.9M -$2.06M -7,399 -10%
Principal Financial Group
70
Principal Financial Group
Iowa
$19.7M -$8.17M -29,306 -32%
Boston Partners
71
Boston Partners
Massachusetts
$19.5M -$5.78M -20,733 -23%
Legal & General Group
72
Legal & General Group
United Kingdom
$18.5M +$1.19M +4,281 +8%
Swiss National Bank
73
Swiss National Bank
Switzerland
$17M -$195K -700 -1%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$16.2M -$230K -824 -2%
LCM
75
Logan Capital Management
Pennsylvania
$15.6M -$134K -480 -1%

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.