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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
YCM
126
Yousif Capital Management
Michigan
$3.35M -$445K -1,595 -13%
CCS
127
Concentric Capital Strategies
Connecticut
$3.21M +$2.82M +10,105 New
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$3.2M -$125K -449 -4%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$3.2M -$2.59M -9,294 -48%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.13M -$137K -491 -5%
SCP
131
Steamboat Capital Partners
New York
$3.12M -$2.84M -10,205 -51%
APF
132
Alaska Permanent Fund
Alaska
$3.1M
VOYA Investment Management
133
VOYA Investment Management
Georgia
$3.09M -$144K -517 -5%
Wellington Management Group
134
Wellington Management Group
Massachusetts
$3.05M -$1.27M -4,561 -32%
AWA
135
Arete Wealth Advisors
Illinois
$3.04M -$687K -2,464 -20%
TCCM
136
Timber Creek Capital Management
Massachusetts
$2.97M +$501K +1,798 +24%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$2.88M +$83.4K +299 +3%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$2.79M -$66.9K -240 -3%
CM
139
Castleark Management
Illinois
$2.72M +$2.39M +8,570 New
Mirae Asset Global ETFs Holdings
140
Mirae Asset Global ETFs Holdings
Hong Kong
$2.62M +$190K +682 +9%
RSC
141
Red Spruce Capital
Pennsylvania
$2.6M -$120K -430 -5%
BGIM
142
Brandywine Global Investment Management
Pennsylvania
$2.58M -$34.1M -122,173 -94%
ASRS
143
Arizona State Retirement System
Arizona
$2.51M +$51.6K +185 +2%
CCM
144
Cobalt Capital Management
New Jersey
$2.45M +$2.15M +7,700 New
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$2.37M +$502K +1,800 +32%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$2.35M -$112K -400 -5%
SWM
147
SeaCrest Wealth Management
New York
$2.21M +$677K +2,427 +54%
GAM
148
Gotham Asset Management
New York
$2.06M +$695K +2,493 +62%
SOMRS
149
State of Michigan Retirement System
Michigan
$2.03M -$55.8K -200 -3%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$2M -$94.8K -340 -5%

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.