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Lithia Motors

393 hedge funds and large institutions have $5.88B invested in Lithia Motors in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 133 increasing their positions, 152 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.32% more ownership

Funds ownership: 93.34%99.67% (+6.3%)

6% less funds holding

Funds holding: 416393 (-23)

13% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 152

21% less capital invested

Capital invested by funds: $7.42B → $5.88B (-$1.54B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

28% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 72

48% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $68.6M

Holders
393
Holders Change
-23
Holders Change %
-5.53%
% of All Funds
6.77%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.17%
New
52
Increased
133
Reduced
152
Closed
72
Calls
$35.8M
Puts
$68.6M
Net Calls
-$32.8M
Net Calls Change
-$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$589M -$28.6M -109,296 -4%
ACM
2
Abrams Capital Management
Massachusetts
$504M
BlackRock
3
BlackRock
New York
$504M -$15.8M -60,518 -3%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$277M +$84.8M +324,492 +34%
MP
5
MFN Partners
Massachusetts
$257M +$91.1M +348,837 +41%
BWA
6
Brave Warrior Advisors
New York
$244M +$37.9M +144,907 +15%
Harris Associates
7
Harris Associates
Illinois
$207M +$15.7M +60,095 +7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$163M -$2.43M -9,313 -1%
State Street
9
State Street
Massachusetts
$163M -$2.23M -8,526 -1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$158M -$20.1M -76,939 -9%
LAM
11
Lyrical Asset Management
New York
$129M -$22.2M -85,082 -12%
Royal London Asset Management
12
Royal London Asset Management
United Kingdom
$126M +$8.74M +33,465 +6%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$110M -$914K -3,500 -0.7%
GKIM
14
GW&K Investment Management
Massachusetts
$89.3M +$4.4M +16,822 +4%
CCMLC
15
Cardinal Capital Management LLC (Connecticut)
Connecticut
$84.6M -$465K -1,781 -0.4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$82.1M -$59.5M -227,643 -37%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$79.4M -$5.16M -19,750 -5%
Norges Bank
18
Norges Bank
Norway
$68.9M +$4.76M +18,236 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$61.5M -$7.31M -27,962 -9%
TCM
20
Tensile Capital Management
California
$60.1M
PWAM
21
Park West Asset Management
California
$57.8M -$49.8M -190,765 -41%
JP Morgan Chase
22
JP Morgan Chase
New York
$55.6M -$7.96M -30,475 -11%
CLG
23
Cooperman Leon G
$53.8M +$26.3M +100,753 +67%
BG
24
Baupost Group
Massachusetts
$53.6M +$65.3M +250,000 New
Russell Investments Group
25
Russell Investments Group
United Kingdom
$53.1M +$2.63M +10,066 +4%

LAD Hedge Fund Activity: Q3 2022 in Review

393 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2022, worth a combined $5.88B — down 21% from $7.42B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of LAD and 52 opened new positions — a net loss of 20 holders — while 152 trimmed existing stakes and 133 added.

The largest buyer was MFN Partners, adding an estimated $91.1M. The largest seller was Southpoint Capital Advisors, cutting an estimated $65.3M.

  • 393 institutional investors held Lithia Motors (LAD) as of Q3 2022, down from 416 in Q2 2022.
  • Funds reported $5.88B of Lithia Motors stock for Q3 2022, down 21% quarter-over-quarter.
  • 52 funds opened new Lithia Motors positions in Q3 2022 and 72 closed out, a net change of -20 holders.
  • The largest Lithia Motors buyer in Q3 2022 was MFN Partners, an estimated $91.1M added.
  • The largest Lithia Motors seller in Q3 2022 was Southpoint Capital Advisors, an estimated $65.3M sold.

Based on aggregated 13F filings for Q3 2022.