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Lithia Motors
LAD

425 hedge funds and large institutions have $8.39B invested in Lithia Motors in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

13% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 138

4.71% more ownership

Funds ownership: 90.09% → 94.79% (+4.7%)

4% more capital invested

Capital invested by funds: $8.06B → $8.39B (+$323M)

2% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 66

1% less funds holding

Funds holding: 430 → 425 (-5)

19% less call options, than puts

Call options by funds: $66.1M | Put options by funds: $82M

Holders
425
Holders Change
-5
Holders Change %
-1.16%
% of All Funds
6.7%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
65
Increased
156
Reduced
138
Closed
66
Calls
$66.1M
Puts
$82M
Net Calls
-$16M
Net Calls Change
+$37.4M

Top Buyers

1
BWA
Brave Warrior Advisors
New York
+$276M
2
Harris Associates
Harris Associates
Illinois
+$243M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.1M
5
MP
MFN Partners
Massachusetts
+$70.5M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$148M
2
Millennium Management
Millennium Management
New York
-$104M
3
FAM
Fred Alger Management
New York
-$66.9M
4
BlackRock
BlackRock
New York
-$63.5M
5
HRCM
Hawk Ridge Capital Management
California
-$59.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
151
Taika Capital
Florida
$3.21M +$120K +385 +4%
LIP
152
Lighthouse Investment Partners
Florida
$3.18M +$3.31M +10,600 New
CG
153
Colony Group
Massachusetts
$3.11M +$57.8K +185 +2%
American Century Companies
154
American Century Companies
Missouri
$2.92M +$1.65M +5,288 +119%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$2.92M -$31.2K -100 -1%
EAM
156
EULAV Asset Management
Florida
$2.85M – – –
ACM
157
Argent Capital Management
Missouri
$2.78M +$233K +747 +9%
PA
158
Paragon Advisors
Texas
$2.76M +$2.87M +9,187 New
Hudson Bay Capital Management
159
Hudson Bay Capital Management
Connecticut
$2.7M -$7.01M -22,469 -71%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$2.63M +$2.4M +7,693 +710%
LPL Financial
161
LPL Financial
California
$2.62M +$170K +544 +7%
BAM
162
Blueshift Asset Management
New Jersey
$2.47M +$2.57M +8,223 New
CIBC World Market
163
CIBC World Market
Ontario, Canada
$2.46M -$40K -128 -2%
ASRS
164
Arizona State Retirement System
Arizona
$2.46M +$13.4K +43 +0.5%
LSERS
165
Louisiana State Employees Retirement System
Louisiana
$2.43M +$31.2K +100 +1%
AIP
166
Ameritas Investment Partners
Nebraska
$2.41M – – –
SMDAM
167
Sumitomo Mitsui DS Asset Management
Japan
$2.39M +$57.1K +183 +2%
AIA
168
Avalon Investment & Advisory
Texas
$2.37M +$281K +901 +13%
SOMRS
169
State of Michigan Retirement System
Michigan
$2.31M -$4.06K -13 -0.2%
NIG
170
NFJ Investment Group
Texas
$2.19M -$4.06K -13 -0.2%
JIC
171
Johnson Investment Counsel
Ohio
$2.17M +$18.7K +60 +0.8%
Aviva
172
Aviva
United Kingdom
$2.11M +$2.2M +7,041 New
CCM
173
Community Capital Management
Florida
$2M -$2.09M -6,700 Closed
HighTower Advisors
174
HighTower Advisors
Illinois
$1.97M +$1.82M +5,825 +808%
RSC
175
Red Spruce Capital
Pennsylvania
$1.94M +$220K +705 +12%
5 6
7
8 9

LAD Hedge Fund Activity: Q1 2022 in Review

425 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2022, worth a combined $8.39B — up 4% from $8.06B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LAD and 65 opened new positions — a net loss of 1 holder — while 138 trimmed existing stakes and 156 added.

The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $276M. The largest seller was Viking Global Investors, cutting an estimated $148M.

  • 425 institutional investors held Lithia Motors (LAD) as of Q1 2022, down from 430 in Q4 2021.
  • Funds reported $8.39B of Lithia Motors stock for Q1 2022, up 4% quarter-over-quarter.
  • 65 funds opened new Lithia Motors positions in Q1 2022 and 66 closed out, a net change of -1 holder.
  • The largest Lithia Motors buyer in Q1 2022 was Brave Warrior Advisors, an estimated $276M added.
  • The largest Lithia Motors seller in Q1 2022 was Viking Global Investors, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2022.