Lithia Motors
430 hedge funds and large institutions have $8.1B invested in Lithia Motors in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 145 increasing their positions, 152 reducing their positions, and 67 closing their positions.
15% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 67
2% more funds holding
Funds holding: 423 → 430 (+7)
5% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 152
2.51% less ownership
Funds ownership: 92.59% → 90.09% (-2.5%)
9% less capital invested
Capital invested by funds: $8.88B → $8.1B (-$784M)
41% less funds holding in top 10
Funds holding in top 10: 22 → 13 (-9)
60% less call options, than puts
Call options by funds: $35.1M | Put options by funds: $88.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$222M |
| 2 |
MP
MFN Partners
Boston,
Massachusetts
|
+$162M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$109M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$45.6M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHCM
Sachem Head Capital Management
New York
|
-$134M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$133M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 4 |
FAM
Fred Alger Management
New York
|
-$95.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$79M |
LAD Hedge Fund Activity: Q4 2021 in Review
430 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2021, worth a combined $8.1B — down 8.8% from $8.88B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new LAD positions and 67 closed out — a net gain of 10 holders — while 145 added to existing stakes and 152 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $222M. The largest seller was Sachem Head Capital Management, exiting entirely with an estimated $134M sold.
- 430 institutional investors held Lithia Motors (LAD) as of Q4 2021, up from 423 in Q3 2021.
- Funds reported $8.1B of Lithia Motors stock for Q4 2021, down 8.8% quarter-over-quarter.
- 77 funds opened new Lithia Motors positions in Q4 2021 and 67 closed out, a net change of +10 holders.
- The largest Lithia Motors buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $222M added.
- The largest Lithia Motors seller in Q4 2021 was Sachem Head Capital Management, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2021.