Lithia Motors
LAD
372 hedge funds and large institutions have $5.65B invested in Lithia Motors in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 141 reducing their positions, and 66 closing their positions.
1.15% more ownership
Funds ownership: 99.63% → 100.77% (+1.1%)
4% less capital invested
Capital invested by funds: $5.88B → $5.65B (-$234M)
5% less funds holding
Funds holding: 392 → 372 (-20)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
16% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 141
18% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 66
41% less call options, than puts
Call options by funds: $66.3M | Put options by funds: $113M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Conifer Management
New York
|
+$107M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$78.5M |
| 3 |
MP
MFN Partners
Boston,
Massachusetts
|
+$75M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$71.2M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$58.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$90.3M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$37.8M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$34.5M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
-$32.2M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$21.4M |
LAD Hedge Fund Activity: Q4 2022 in Review
372 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2022, worth a combined $5.65B — down 4% from $5.88B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of LAD and 54 opened new positions — a net loss of 12 holders — while 141 trimmed existing stakes and 118 added.
The largest buyer was Conifer Management, opening a new position worth an estimated $107M. The largest seller was Neuberger Berman Group, cutting an estimated $90.3M.
- 372 institutional investors held Lithia Motors (LAD) as of Q4 2022, down from 392 in Q3 2022.
- Funds reported $5.65B of Lithia Motors stock for Q4 2022, down 4% quarter-over-quarter.
- 54 funds opened new Lithia Motors positions in Q4 2022 and 66 closed out, a net change of -12 holders.
- The largest Lithia Motors buyer in Q4 2022 was Conifer Management, an estimated $107M added.
- The largest Lithia Motors seller in Q4 2022 was Neuberger Berman Group, an estimated $90.3M sold.
Based on aggregated 13F filings for Q4 2022.