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Lithia Motors

375 hedge funds and large institutions have $6.95B invested in Lithia Motors in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 139 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $47.5M

7% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 139

2.8% less ownership

Funds ownership: 103.32%100.52% (-2.8%)

10% less funds holding

Funds holding: 415375 (-40)

19% less capital invested

Capital invested by funds: $8.55B → $6.95B (-$1.6B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

40% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 83

Holders
375
Holders Change
-40
Holders Change %
-9.64%
% of All Funds
5.42%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
50
Increased
129
Reduced
139
Closed
83
Calls
$45.1M
Puts
$47.5M
Net Calls
-$2.4M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$4.33M -$392K -1,499 -8%
BCC
102
Bridge City Capital
Oregon
$4.31M +$887K +3,387 +25%
VanEck Associates
103
VanEck Associates
New York
$4.15M +$441K +1,686 +11%
Citigroup
104
Citigroup
New York
$4.01M +$973K +3,719 +31%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$4.01M +$210K +804 +5%
MOACM
106
Mutual of America Capital Management
New York
$3.96M -$184K -703 -4%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$3.95M +$109K +418 +3%
DADC
108
D.A. Davidson & Co
Montana
$3.71M +$86.4K +330 +2%
MIM
109
MetLife Investment Management
New Jersey
$3.64M -$179K -685 -5%
Wellington Management Group
110
Wellington Management Group
Massachusetts
$3.57M +$297K +1,133 +9%
IECM
111
Intrinsic Edge Capital Management
Illinois
$3.51M
LFCM
112
Long Focus Capital Management
Puerto Rico
$3.51M
Holocene Advisors
113
Holocene Advisors
New York
$3.25M +$624K +2,382 +23%
Point72 Asset Management
114
Point72 Asset Management
Connecticut
$3.21M -$41.5M -158,448 -93%
YCM
115
Yousif Capital Management
Michigan
$3.07M -$290K -1,108 -8%
AWA
116
Arete Wealth Advisors
Illinois
$3.04M +$87.2K +333 +3%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$2.98M
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$2.98M -$77.5K -296 -2%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$2.8M -$445K -1,700 -13%
American Century Companies
120
American Century Companies
Missouri
$2.76M -$524 -2 -0%
SWM
121
Sendero Wealth Management
Texas
$2.73M -$301K -1,148 -10%
CFLC
122
California First Leasing Corp
California
$2.72M +$257K +980 +10%
APF
123
Alaska Permanent Fund
Alaska
$2.7M +$173K +660 +7%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$2.66M -$1.32M -5,044 -32%
RJFSA
125
Raymond James Financial Services Advisors
Florida
$2.66M +$125K +476 +5%

LAD Hedge Fund Activity: Q2 2024 in Review

375 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2024, worth a combined $6.95B — down 19% from $8.55B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of LAD and 50 opened new positions — a net loss of 33 holders — while 139 trimmed existing stakes and 129 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $57M. The largest seller was MFN Partners, cutting an estimated $173M.

  • 375 institutional investors held Lithia Motors (LAD) as of Q2 2024, down from 415 in Q1 2024.
  • Funds reported $6.95B of Lithia Motors stock for Q2 2024, down 19% quarter-over-quarter.
  • 50 funds opened new Lithia Motors positions in Q2 2024 and 83 closed out, a net change of -33 holders.
  • The largest Lithia Motors buyer in Q2 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $57M added.
  • The largest Lithia Motors seller in Q2 2024 was MFN Partners, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2024.