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Lithia Motors
LAD

Overview Fund Activity

414 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+28
Holders Change %
+7.25%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
64
Increased
131
Reduced
141
Closed
34
Calls
$91.3M
Puts
$117M
Net Calls
-$25.2M
Net Calls Change
+$42.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
4
Lido Advisors
California
$11.4M
5
DIA
5
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
GKIM
2
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
3
SRS Investment Management
New York
$43M
4
BWA
4
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
76
Dana Investment Advisors
Wisconsin
$11.3M +$11.3M +37,688 New
AIG
77
American International Group
New York
$11M -$224K -745 -2%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$10.9M +$8.61M +29,119 +373%
Macquarie Group
79
Macquarie Group
Australia
$10.4M -$316K -1,052 -3%
First Eagle Investment Management
80
First Eagle Investment Management
New York
$9.29M +$3.24M +10,760 +53%
SCP
81
Steamboat Capital Partners
New York
$9.2M +$153K +509 +2%
CCM
82
Channing Capital Management
Illinois
$9.14M – – –
Comerica Bank
83
Comerica Bank
Texas
$8.87M +$4.17M +13,875 +89%
Wells Fargo
84
Wells Fargo
California
$8.76M -$347K -1,152 -4%
STB
85
S&T Bank
Pennsylvania
$8.38M -$1.02M -3,407 -11%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$8.38M -$473K -1,573 -5%
TPSF
87
Texas Permanent School Fund
Texas
$7.25M +$96.9K +322 +1%
MWM
88
Moran Wealth Management
Florida
$6.8M -$1.81K -6 -0%
GIG
89
Goodnow Investment Group
Connecticut
$6.5M -$72.2K -240 -1%
Jane Street
90
Jane Street
New York
$6.49M +$4.04M +13,427 +165%
PL
91
Parkwood LLC
Ohio
$6.45M -$323K -1,075 -5%
Canada Life
92
Canada Life
Manitoba, Canada
$6.08M +$36.7K +122 +0.6%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$5.76M +$3.29M +10,920 +133%
Victory Capital Management
94
Victory Capital Management
Texas
$5.66M -$300K -997 -5%
AB
95
Amalgamated Bank
New York
$5.61M -$636K -2,115 -10%
RJA
96
Raymond James & Associates
Florida
$5.58M -$1.81M -6,013 -24%
SHIM
97
Spruce House Investment Management
New York
$5.27M +$5.27M +17,500 New
Verition Fund Management
98
Verition Fund Management
Connecticut
$5.24M +$5.24M +17,423 New
CP
99
CenterBook Partners
Connecticut
$5.21M +$5.21M +17,326 New
ECM
100
ExodusPoint Capital Management
New York
$5.08M +$5.08M +16,871 New
2 3
4
5 6