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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
Goldman Sachs
76
Goldman Sachs
New York
$14.9M +$2.95M +10,583 +29%
LIP
77
Lighthouse Investment Partners
Florida
$14.2M +$12.5M +44,752 New
JFG
78
Jefferies Financial Group
New York
$13.4M +$11.8M +42,198 New
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$12.8M -$472K -1,692 -4%
ECM
80
Engle Capital Management
Connecticut
$12.5M -$1.03M -3,692 -9%
AllianceBernstein
81
AllianceBernstein
Tennessee
$11.8M -$3.2M -11,495 -24%
First Eagle Investment Management
82
First Eagle Investment Management
New York
$11.5M +$4.09M +14,660 +68%
HA
83
Harfst & Associates
Wyoming
$11M +$7.73M +27,726 +393%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M -$836K -3,000 -8%
CCM
85
Channing Capital Management
Illinois
$10.9M +$35.4K +127 +0.4%
RJA
86
Raymond James & Associates
Florida
$10.9M +$910K +3,263 +11%
DIA
87
Dana Investment Advisors
Wisconsin
$10.5M -$1.12M -4,001 -11%
CF
88
Corebridge Financial
Texas
$10M -$847K -3,037 -9%
Wells Fargo
89
Wells Fargo
California
$9.26M -$454K -1,627 -5%
Comerica Bank
90
Comerica Bank
Texas
$9.07M +$2M +7,183 +34%
AG
91
Algert Global
California
$8.97M +$1.88M +6,755 +31%
GKIM
92
GW&K Investment Management
Massachusetts
$8.9M -$328K -1,175 -4%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$8.56M -$2.67M -9,571 -26%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$8.37M -$243K -872 -3%
Canada Life
95
Canada Life
Manitoba, Canada
$7.3M +$278K +996 +5%
MWM
96
Moran Wealth Management
Florida
$7.3M +$30.4K +109 +0.5%
PL
97
Parkwood LLC
Ohio
$7.06M -$666K -2,389 -10%
Holocene Advisors
98
Holocene Advisors
New York
$7.04M +$2.58M +9,265 +72%
TI
99
Trexquant Investment
Connecticut
$6.65M +$5.84M +20,945 New
VanEck Associates
100
VanEck Associates
New York
$6.5M +$823K +2,952 +18%

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.