Lithia Motors
387 hedge funds and large institutions have $9.61B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 48 closing their positions.
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
14% more capital invested
Capital invested by funds: $8.4B → $9.61B (+$1.21B)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
2.89% more ownership
Funds ownership: 103.16% → 106.05% (+2.9%)
3% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 131
0% less funds holding
Funds holding: 388 → 387 (-1)
40% less call options, than puts
Call options by funds: $102M | Put options by funds: $169M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$151M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$104M |
| 3 |
CCM
Cadian Capital Management
New York
|
+$87.8M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$30.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$25.1M |
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
387 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2023, worth a combined $9.61B — up 14% from $8.4B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new LAD positions and 48 closed out — a net gain of 8 holders — while 135 added to existing stakes and 131 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $151M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $49.6M sold.
- 387 institutional investors held Lithia Motors (LAD) as of Q4 2023, down from 388 in Q3 2023.
- Funds reported $9.61B of Lithia Motors stock for Q4 2023, up 14% quarter-over-quarter.
- 56 funds opened new Lithia Motors positions in Q4 2023 and 48 closed out, a net change of +8 holders.
- The largest Lithia Motors buyer in Q4 2023 was Morgan Stanley, an estimated $151M 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.