Lithia Motors
388 hedge funds and large institutions have $9.45B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 48 closing their positions.
20% more capital inflows, than outflows
Capital inflows: $432M | Capital outflows: $361M
19% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 48
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
1.12% more ownership
Funds ownership: 103.16% → 104.28% (+1.1%)
3% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 131
0% more funds holding
Funds holding: 388 → 388 (0)
40% less call options, than puts
Call options by funds: $102M | Put options by funds: $169M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$104M |
| 2 |
Cadian Capital Management
New York
|
+$87.8M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$30.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$25.1M |
| 5 |
Morgan Stanley
New York
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$49.6M |
| 2 |
1WCM
12 West Capital Management
New York
|
-$44.4M |
| 3 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$33.4M |
| 4 |
BWA
Brave Warrior Advisors
New York
|
-$16.2M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$15.3M |
LAD Hedge Fund Activity: Q4 2023 in Review
388 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2023, worth a combined $9.45B — up 13% from $8.4B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new LAD positions and 48 closed out — a net gain of 9 holders — while 135 added to existing stakes and 131 trimmed.
The largest buyer was Harris Associates, adding an estimated $104M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $49.6M sold.
- 388 institutional investors held Lithia Motors (LAD) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $9.45B of Lithia Motors stock for Q4 2023, up 13% quarter-over-quarter.
- 57 funds opened new Lithia Motors positions in Q4 2023 and 48 closed out, a net change of +9 holders.
- The largest Lithia Motors buyer in Q4 2023 was Harris Associates, an estimated $104M added.
- The largest Lithia Motors seller in Q4 2023 was Balyasny Asset Management, an estimated $49.6M sold.
Based on aggregated 13F filings for Q4 2023.