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 |
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.