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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
BCC
101
Bridge City Capital
Oregon
$6.22M +$700K +2,512 +15%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$6.08M -$14.9M -53,378 -74%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$5.98M -$506K -1,814 -9%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$5.92M
STB
105
S&T Bank
Pennsylvania
$5.88M -$149K -535 -3%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$5.58M +$1.8M +6,468 +58%
Stifel Financial
107
Stifel Financial
Missouri
$5.48M +$2.65M +9,490 +122%
Walleye Capital
108
Walleye Capital
New York
$5.4M +$3.99M +14,299 +527%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$5.17M +$173K +622 +4%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$5.02M +$14.3M +51,411 New
BFM
111
Boothbay Fund Management
New York
$4.98M +$4.37M +15,678 New
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$4.95M -$85K -305 -2%
Citigroup
113
Citigroup
New York
$4.82M -$204K -731 -5%
MOACM
114
Mutual of America Capital Management
New York
$4.59M -$346K -1,240 -8%
LFCM
115
Long Focus Capital Management
Puerto Rico
$4.42M
MIM
116
MetLife Investment Management
New Jersey
$4.39M -$167K -598 -4%
SWM
117
Sendero Wealth Management
Texas
$4.14M +$622K +2,233 +21%
AB
118
Amalgamated Bank
New York
$4.05M -$1.22M -4,384 -26%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$3.76M +$13.9K +50 +0.4%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$3.75M
American Century Companies
121
American Century Companies
Missouri
$3.55M +$61.3K +220 +2%
ECU
122
Eisler Capital (US)
New York
$3.44M +$440K +1,577 +17%
Voloridge Investment Management
123
Voloridge Investment Management
Florida
$3.44M +$3.01M +10,815 New
RJFSA
124
Raymond James Financial Services Advisors
Florida
$3.42M +$62.4K +224 +2%
CFLC
125
California First Leasing Corp
California
$3.42M

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.