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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
1
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
4
Lido Advisors
California
$11.4M
5
DIA
5
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
GKIM
2
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
3
SRS Investment Management
New York
$43M
4
BWA
4
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
176
Daiwa Securities Group
Japan
$1.33M +$96.3K +320 +8%
GAM
177
Gotham Asset Management
New York
$1.32M +$285K +948 +28%
CCIA
178
Campbell & Co Investment Adviser
Maryland
$1.3M +$845K +2,807 +184%
Pacer Advisors
179
Pacer Advisors
Pennsylvania
$1.27M +$28.9K +96 +2%
LCM
180
Legato Capital Management
California
$1.24M – – –
X
181
Xponance
Pennsylvania
$1.23M +$175K +582 +17%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$1.15M +$869K +2,890 +313%
TC
183
TwinBeech Capital
New York
$1.13M +$1.13M +3,758 New
MFS
184
Mirabella Financial Services
United Kingdom
$1.08M +$1.08M +3,600 New
Mariner
185
Mariner
Kansas
$1.07M -$223K -741 -17%
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$1.06M +$70.4K +234 +7%
ATPW
187
Ashton Thomas Private Wealth
Arizona
$1.04M +$22K +73 +2%
TC
188
Towle & Co
Colorado
$1.03M – – –
AC
189
AXQ Capital
New Jersey
$1.01M +$301K +1,000 +42%
SDIC
190
South Dakota Investment Council
South Dakota
$1M -$572K -1,900 -36%
FC
191
FORA Capital
Florida
$979K -$577K -1,917 -37%
WB
192
WesBanco Bank
West Virginia
$975K +$975K +3,240 New
IMRF
193
Illinois Municipal Retirement Fund
Illinois
$966K – – –
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$952K -$551K -1,831 -37%
MSAM
195
Moloney Securities Asset Management
Missouri
$947K -$19.9K -66 -2%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$930K +$13.7K +45 +1%
Voloridge Investment Management
197
Voloridge Investment Management
Florida
$915K -$883K -2,934 -49%
JF
198
Jump Financial
Illinois
$913K +$913K +3,033 New
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$912K -$80K -266 -8%
Pathstone Holdings
200
Pathstone Holdings
New Jersey
$911K -$94.5K -314 -9%
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