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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
CM
151
Crestline Management
Texas
$1.94M +$1.7M +6,092 New
PI
152
PineBridge Investments
New York
$1.92M +$1.69M +6,045 New
HS
153
HighVista Strategies
Massachusetts
$1.91M +$1.67M +6,000 New
Tudor Investment Corp
154
Tudor Investment Corp
Connecticut
$1.9M +$13.4K +48 +0.8%
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$1.88M -$51K -183 -3%
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.87M -$50.2K -180 -3%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$1.84M +$31.8K +114 +2%
NMERB
158
New Mexico Educational Retirement Board
New Mexico
$1.78M
Pacer Advisors
159
Pacer Advisors
Pennsylvania
$1.76M +$404K +1,451 +35%
Victory Capital Management
160
Victory Capital Management
Texas
$1.75M -$177K -635 -10%
AIP
161
Ameritas Investment Partners
Nebraska
$1.74M -$95.6K -343 -6%
CNAM
162
Campbell Newman Asset Management
Wisconsin
$1.74M -$24.3K -87 -2%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$1.74M -$63.3K -227 -4%
HCA
164
Harbor Capital Advisors
Illinois
$1.72M +$835K +2,996 +125%
HF
165
HRT Financial
New York
$1.62M +$846K +3,036 +148%
II
166
Inspire Investing
Idaho
$1.56M -$79.7K -286 -5%
ECM
167
ExodusPoint Capital Management
New York
$1.45M +$1.01M +3,639 +393%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$1.45M +$694K +2,488 +121%
SO
169
STRS Ohio
Ohio
$1.44M +$1.26M +4,528 New
URS
170
Utah Retirement Systems
Utah
$1.43M +$27.9K +100 +2%
SDIC
171
South Dakota Investment Council
South Dakota
$1.36M +$195K +700 +19%
X
172
Xponance
Pennsylvania
$1.35M +$226K +811 +24%
LCM
173
Legato Capital Management
California
$1.31M
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$1.3M +$62.7K +225 +6%
ETC
175
Exchange Traded Concepts
Oklahoma
$1.29M +$38.5K +138 +4%

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.