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Lithia Motors
LAD

388 hedge funds and large institutions have $8.4B invested in Lithia Motors in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

24% more call options, than puts

Call options by funds: $144M | Put options by funds: $116M

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

5% more funds holding

Funds holding: 369 → 388 (+19)

3.79% less ownership

Funds ownership: 106.94% → 103.16% (-3.8%)

6% less capital invested

Capital invested by funds: $8.95B → $8.4B (-$553M)

22% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 147

Holders
388
Holders Change
+19
Holders Change %
+5.15%
% of All Funds
6.16%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
56
Increased
115
Reduced
147
Closed
36
Calls
$144M
Puts
$116M
Net Calls
+$27.9M
Net Calls Change
+$13.7M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$51.2M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$28M
3
Norges Bank
Norges Bank
Norway
+$17M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$14M
5
ACM
Abrams Capital Management
Massachusetts
+$12.2M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
-$80.6M
2
Millennium Management
Millennium Management
New York
-$60.1M
3
RRAM
River Road Asset Management
Kentucky
-$45.6M
4
FCM
Frontier Capital Management
Massachusetts
-$35.1M
5
Franklin Resources
Franklin Resources
California
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$829M +$3.25M +10,649 +0.4%
ACM
2
Abrams Capital Management
Massachusetts
$706M +$12.2M +40,120 +2%
BlackRock
3
BlackRock
New York
$699M +$1.34M +4,382 +0.2%
Harris Associates
4
Harris Associates
Illinois
$487M -$123K -405 -0%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$470M +$28M +91,949 +6%
MP
6
MFN Partners
Massachusetts
$458M – – –
BWA
7
Brave Warrior Advisors
New York
$261M -$80.6M -264,351 -23%
State Street
8
State Street
Massachusetts
$234M -$1.42M -4,668 -0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$232M -$15.8M -51,967 -6%
CM
10
Conifer Management
New York
$207M – – –
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$200M +$670K +2,200 +0.3%
Royal London Asset Management
12
Royal London Asset Management
United Kingdom
$192M -$8.4M -27,550 -4%
AllianceBernstein
13
AllianceBernstein
Tennessee
$175M -$6.41M -21,035 -3%
LAM
14
Lyrical Asset Management
New York
$156M +$568K +1,865 +0.4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$145M +$14M +45,977 +10%
Morgan Stanley
16
Morgan Stanley
New York
$127M -$26.7M -87,530 -17%
CLG
17
Cooperman Leon G
$123M – – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$121M +$1.97M +6,465 +2%
GKIM
19
GW&K Investment Management
Massachusetts
$118M -$2.28M -7,465 -2%
Norges Bank
20
Norges Bank
Norway
$109M +$17M +55,681 +18%
SIM
21
SRS Investment Management
New York
$107M – – –
JP Morgan Chase
22
JP Morgan Chase
New York
$96.6M +$7.75M +25,429 +8%
CCMLC
23
Cardinal Capital Management LLC (Connecticut)
Connecticut
$90.4M -$7.44M -24,400 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$84M -$2.06M -6,762 -2%
EAM
25
Eventide Asset Management
Massachusetts
$73.1M +$986K +3,234 +1%
1
2 3 4 5

LAD Hedge Fund Activity: Q3 2023 in Review

388 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2023, worth a combined $8.4B — down 6.2% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new LAD positions and 36 closed out — a net gain of 20 holders — while 115 added to existing stakes and 147 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $51.2M. The largest seller was Brave Warrior Advisors, cutting an estimated $80.6M.

  • 388 institutional investors held Lithia Motors (LAD) as of Q3 2023, up from 369 in Q2 2023.
  • Funds reported $8.4B of Lithia Motors stock for Q3 2023, down 6.2% quarter-over-quarter.
  • 56 funds opened new Lithia Motors positions in Q3 2023 and 36 closed out, a net change of +20 holders.
  • The largest Lithia Motors buyer in Q3 2023 was Balyasny Asset Management, an estimated $51.2M added.
  • The largest Lithia Motors seller in Q3 2023 was Brave Warrior Advisors, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2023.