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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
FB
176
Fulton Bank
Pennsylvania
$1.27M -$81.1K -291 -7%
TI
177
Tidal Investments
Wisconsin
$1.25M +$181K +648 +20%
Daiwa Securities Group
178
Daiwa Securities Group
Japan
$1.23M
WA
179
Waverly Advisors
Alabama
$1.22M +$116K +416 +12%
OQS
180
Occudo Quantitative Strategies
Florida
$1.19M +$641K +2,298 +160%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$1.15M +$36.2K +130 +4%
I
182
InceptionR
California
$1.14M +$1M +3,595 New
LPL Financial
183
LPL Financial
California
$1.13M -$1.21M -4,331 -55%
KOC
184
Koss-Olinger Consulting
Florida
$1.11M -$68.3K -245 -7%
PI
185
PEAK6 Investments
Illinois
$1.11M +$974K +3,495 New
AI
186
Atria Investments
North Carolina
$1.1M -$123K -440 -11%
ATPW
187
Ashton Thomas Private Wealth
Arizona
$1.09M +$21.7K +78 +2%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$1.08M +$950K +3,409 New
VPIM
189
Vanguard Personalized Indexing Management
California
$1.04M +$181K +648 +25%
QIM
190
Quantitative Investment Management
Virginia
$1.03M +$904K +3,244 New
MCM
191
Moon Capital Management
New York
$1M +$880K +3,158 New
LCM
192
LRT Capital Management
Texas
$1,000K -$1.75M -6,286 -67%
NYLIM
193
New York Life Investment Management
New York
$991K -$49.9K -179 -5%
SOADOR
194
State of Alaska Department of Revenue
Alaska
$987K +$37.6K +135 +5%
TRCT
195
Tower Research Capital (TRC)
New York
$972K +$460K +1,651 +117%
CC
196
Centiva Capital
New York
$967K +$848K +3,043 New
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$966K -$5.85K -21 -0.7%
IA
198
IFP Advisors
Florida
$937K -$13.7K -49 -2%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$937K -$12.8M -46,000 -94%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$934K +$65.5K +235 +9%

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.