Lithia Motors
415 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.
88% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 34
7% more funds holding
Funds holding: 387 → 415 (+28)
0.96% less ownership
Funds ownership: 104.28% → 103.32% (-0.96%)
7% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 141
9% less capital invested
Capital invested by funds: $9.45B → $8.55B (-$893M)
22% less call options, than puts
Call options by funds: $91.3M | Put options by funds: $117M
27% less funds holding in top 10
Funds holding in top 10: 15 → 11 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14.7M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$14.5M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$11.2M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$101M |
| 2 |
SIM
SRS Investment Management
New York
|
-$64.9M |
| 3 |
Morgan Stanley
New York
|
-$19.4M |
| 4 |
BWA
Brave Warrior Advisors
New York
|
-$16.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.4M |
LAD Hedge Fund Activity: Q1 2024 in Review
415 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2024, worth a combined $8.55B — down 9.5% from $9.45B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new LAD positions and 34 closed out — a net gain of 30 holders — while 131 added to existing stakes and 141 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $32.8M. The largest seller was GW&K Investment Management, cutting an estimated $101M.
- 415 institutional investors held Lithia Motors (LAD) as of Q1 2024, up from 387 in Q4 2023.
- Funds reported $8.55B of Lithia Motors stock for Q1 2024, down 9.5% quarter-over-quarter.
- 64 funds opened new Lithia Motors positions in Q1 2024 and 34 closed out, a net change of +30 holders.
- The largest Lithia Motors buyer in Q1 2024 was Fidelity Investments, an estimated $32.8M added.
- The largest Lithia Motors seller in Q1 2024 was GW&K Investment Management, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2024.