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Lithia Motors
LAD

387 hedge funds and large institutions have $9.61B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

14% more capital invested

Capital invested by funds: $8.4B → $9.61B (+$1.21B)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

2.89% more ownership

Funds ownership: 103.16% → 106.05% (+2.9%)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

0% less funds holding

Funds holding: 388 → 387 (-1)

40% less call options, than puts

Call options by funds: $102M | Put options by funds: $169M

Holders
387
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.64%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
56
Increased
135
Reduced
131
Closed
48
Calls
$102M
Puts
$169M
Net Calls
-$67.8M
Net Calls Change
-$95.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$151M
2
Harris Associates
Harris Associates
Illinois
+$104M
3
CCM
Cadian Capital Management
New York
+$87.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.7M
5
Invesco
Invesco
Georgia
+$25.1M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$49.6M
2
1WCM
12 West Capital Management
New York
-$44.4M
3
KCM
Kensico Capital Management
Connecticut
-$33.4M
4
BWA
Brave Warrior Advisors
New York
-$16.2M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
APF
126
Alaska Permanent Fund
Alaska
$3M -$25.8K -94 -1%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$2.97M -$110K -400 -4%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$2.86M +$1.08M +3,940 +83%
OAM
129
Oppenheimer Asset Management
New York
$2.84M -$89.7K -327 -4%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$2.71M -$4.95M -18,056 -69%
RSC
131
Red Spruce Capital
Pennsylvania
$2.69M -$21.9K -80 -1%
Jane Street
132
Jane Street
New York
$2.69M -$1.2M -4,362 -35%
Stifel Financial
133
Stifel Financial
Missouri
$2.6M -$34.8K -127 -2%
AWA
134
Arete Wealth Advisors
Illinois
$2.58M +$991K +3,612 +86%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$2.57M +$250K +911 +13%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$2.55M -$5.49K -20 -0.3%
ASRS
137
Arizona State Retirement System
Arizona
$2.54M -$36.2K -132 -2%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$2.54M -$27.4K -100 -1%
Amundi
139
Amundi
France
$2.46M +$1.23M +4,498 +123%
GLA
140
Great Lakes Advisors
Illinois
$2.4M -$1.79M -6,537 -47%
RI
141
Redwood Investments
Massachusetts
$2.34M +$1.95M +7,092 New
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$2.26M -$7.13K -26 -0.4%
SOMRS
143
State of Michigan Retirement System
Michigan
$2.17M – – –
LCM
144
LRT Capital Management
Texas
$2.1M -$194K -706 -10%
IHL
145
Investment House LLC
California
$2.08M +$1.73M +6,322 New
TCCM
146
Timber Creek Capital Management
Massachusetts
$2.02M +$32.7K +119 +2%
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$2.02M +$2.47K +9 +0.1%
FP
148
Factorial Partners
New York
$2.01M – – –
AIP
149
Ameritas Investment Partners
Nebraska
$2M -$28.8K -105 -2%
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2M +$135K +492 +9%
4 5
6
7 8

LAD Hedge Fund Activity: Q4 2023 in Review

387 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2023, worth a combined $9.61B — up 14% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new LAD positions and 48 closed out — a net gain of 8 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $151M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $49.6M sold.

  • 387 institutional investors held Lithia Motors (LAD) as of Q4 2023, down from 388 in Q3 2023.
  • Funds reported $9.61B of Lithia Motors stock for Q4 2023, up 14% quarter-over-quarter.
  • 56 funds opened new Lithia Motors positions in Q4 2023 and 48 closed out, a net change of +8 holders.
  • The largest Lithia Motors buyer in Q4 2023 was Morgan Stanley, an estimated $151M added.
  • The largest Lithia Motors seller in Q4 2023 was Balyasny Asset Management, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2023.