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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
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
Lido Advisors
California
$11.4M
5
DIA
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$128M
2
GKIM
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
SRS Investment Management
New York
$43M
4
BWA
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
126
PEAK6 Investments
Illinois
$3.12M -$3.76M -12,512 -55%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.12M -$294K -976 -9%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$3.03M +$1.5M +4,999 +99%
AWA
129
Arete Wealth Advisors
Illinois
$2.98M +$989K +3,888 +50%
Truist Financial
130
Truist Financial
North Carolina
$2.98M -$2.05M -6,800 -41%
BCI
131
Brinker Capital Investments
Pennsylvania
$2.97M -$1.13M -3,767 -28%
OPS
132
Orion Portfolio Solutions
Nebraska
$2.97M -$1.13M -3,767 -28%
HA
133
Harfst & Associates
Wyoming
$2.95M -$334K -1,110 -10%
CFLC
134
California First Leasing Corp
California
$2.94M – – –
LPL Financial
135
LPL Financial
California
$2.89M -$164K -546 -5%
APF
136
Alaska Permanent Fund
Alaska
$2.74M +$1.81K +6 +0.1%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$2.72M +$105K +350 +4%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$2.71M – – –
LCM
139
LRT Capital Management
Texas
$2.64M +$717K +2,382 +37%
RSC
140
Red Spruce Capital
Pennsylvania
$2.61M +$148K +492 +6%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$2.38M +$60.2K +200 +3%
ERSOT
142
Employees Retirement System of Texas
Texas
$2.3M -$1.5M -5,000 -40%
Citadel Advisors
143
Citadel Advisors
Florida
$2.29M +$1.64M +5,451 +251%
ASRS
144
Arizona State Retirement System
Arizona
$2.28M -$43K -143 -2%
Stifel Financial
145
Stifel Financial
Missouri
$2.25M -$131K -435 -6%
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
$2.2M +$1.15M +3,812 +109%
QT
147
Quantbot Technologies
New York
$2.16M +$2M +6,659 +1,271%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$2.13M +$432K +1,435 +25%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$2.08M +$6.32K +21 +0.3%
GLA
150
Great Lakes Advisors
Illinois
$2.06M -$133K -441 -6%
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