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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
QT
126
Quantbot Technologies
New York
$2.65M +$867K +3,313 +46%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.61M -$6.81K -26 -0.3%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$2.58M +$314K +1,199 +13%
LCM
129
LRT Capital Management
Texas
$2.38M +$174K +664 +8%
ECU
130
Eisler Capital (US)
New York
$2.34M +$2.42M +9,262 New
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$2.27M
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$2.22M +$442K +1,688 +24%
RSC
133
Red Spruce Capital
Pennsylvania
$2.18M -$11.3K -43 -0.5%
LPL Financial
134
LPL Financial
California
$1.99M -$452K -1,726 -18%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.97M -$26.2K -100 -1%
Stifel Financial
136
Stifel Financial
Missouri
$1.96M +$81.4K +311 +4%
ASRS
137
Arizona State Retirement System
Arizona
$1.95M +$37.7K +144 +2%
ERSOT
138
Employees Retirement System of Texas
Texas
$1.93M
Mirae Asset Global ETFs Holdings
139
Mirae Asset Global ETFs Holdings
Hong Kong
$1.91M +$1.98M +7,551 New
TCCM
140
Timber Creek Capital Management
Massachusetts
$1.9M +$270K +1,033 +16%
AssetMark Inc
141
AssetMark Inc
California
$1.86M +$463K +1,768 +32%
HA
142
Harfst & Associates
Wyoming
$1.78M -$718K -2,743 -28%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$1.67M -$71.7K -274 -4%
SOMRS
144
State of Michigan Retirement System
Michigan
$1.66M -$52.4K -200 -3%
BCI
145
Brinker Capital Investments
Pennsylvania
$1.66M -$869K -3,321 -34%
OPS
146
Orion Portfolio Solutions
Nebraska
$1.66M -$869K -3,321 -34%
Verition Fund Management
147
Verition Fund Management
Connecticut
$1.56M -$2.95M -11,263 -65%
Victory Capital Management
148
Victory Capital Management
Texas
$1.55M -$3.32M -12,671 -67%
NMIMC
149
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M -$6.02K -23 -0.4%
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.53M -$3.67K -14 -0.2%

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.