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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 %
MOACM
101
Mutual of America Capital Management
New York
$4.93M -$188K -626 -4%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$4.69M – – –
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$4.58M +$253K +842 +6%
MIM
104
MetLife Investment Management
New Jersey
$4.55M -$120K -399 -3%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$4.54M +$25K +83 +0.6%
VanEck Associates
106
VanEck Associates
New York
$4.43M +$1.24M +4,133 +39%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$4.42M -$1.85M -8,091 -30%
DADC
108
D.A. Davidson & Co
Montana
$4.32M -$351K -1,167 -8%
IECM
109
Intrinsic Edge Capital Management
Illinois
$4.19M -$1.5M -5,000 -26%
LFCM
110
Long Focus Capital Management
Puerto Rico
$4.18M – – –
BCC
111
Bridge City Capital
Oregon
$4.12M +$32.5K +108 +0.8%
YCM
112
Yousif Capital Management
Michigan
$3.99M -$66.2K -220 -2%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$3.92M -$15.7M -52,116 -80%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$3.85M +$2.19M +7,285 +132%
Citigroup
115
Citigroup
New York
$3.66M -$77K -256 -2%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$3.64M +$24.1K +80 +0.7%
SWM
117
Sendero Wealth Management
Texas
$3.59M +$486K +1,617 +16%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$3.59M +$441K +1,467 +14%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$3.55M – – –
Man Group
120
Man Group
United Kingdom
$3.45M +$3.45M +11,477 New
ACM
121
Aquatic Capital Management
Illinois
$3.38M +$2.59M +8,600 +326%
RI
122
Redwood Investments
Massachusetts
$3.33M +$1.49M +5,746 +81%
HF
123
HRT Financial
New York
$3.31M +$3.31M +10,995 New
American Century Companies
124
American Century Companies
Missouri
$3.29M -$2.57M -8,555 -44%
Holocene Advisors
125
Holocene Advisors
New York
$3.16M +$3.16M +10,502 New
3 4
5
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