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Lithia Motors

375 hedge funds and large institutions have $6.95B invested in Lithia Motors in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 139 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $47.5M

7% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 139

2.8% less ownership

Funds ownership: 103.32%100.52% (-2.8%)

10% less funds holding

Funds holding: 415375 (-40)

19% less capital invested

Capital invested by funds: $8.55B → $6.95B (-$1.6B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

40% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 83

Holders
375
Holders Change
-40
Holders Change %
-9.64%
% of All Funds
5.42%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
50
Increased
129
Reduced
139
Closed
83
Calls
$45.1M
Puts
$47.5M
Net Calls
-$2.4M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$703M -$6.36M -24,315 -0.9%
ACM
2
Abrams Capital Management
Massachusetts
$604M
BlackRock
3
BlackRock
New York
$594M -$4.68M -17,879 -0.8%
Harris Associates
4
Harris Associates
Illinois
$509M -$11.4M -43,606 -2%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$429M +$57M +217,867 +15%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$257M +$53.3M +203,543 +25%
MP
7
MFN Partners
Massachusetts
$225M -$173M -661,077 -43%
BWA
8
Brave Warrior Advisors
New York
$216M +$22.9M +87,671 +11%
State Street
9
State Street
Massachusetts
$210M -$2.17M -8,289 -1%
CM
10
Conifer Management
New York
$177M
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$174M -$9.83M -37,538 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$169M +$5.93M +22,659 +4%
Royal London Asset Management
13
Royal London Asset Management
United Kingdom
$142M -$17.9M -68,203 -11%
LAM
14
Lyrical Asset Management
New York
$132M -$2.88M -10,987 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$114M +$2.44M +9,307 +2%
CLG
16
Cooperman Leon G
$105M
Morgan Stanley
17
Morgan Stanley
New York
$104M -$3.98M -15,191 -4%
Norges Bank
18
Norges Bank
Norway
$87.9M -$2.42M -9,254 -3%
RRAM
19
River Road Asset Management
Kentucky
$72.3M +$54.5M +208,120 +266%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$65.8M +$1.41M +5,390 +2%
TCM
21
Tensile Capital Management
California
$64.4M +$5.58M +21,300 +9%
EAM
22
Eventide Asset Management
Massachusetts
$62M -$8.13M -31,062 -11%
Invesco
23
Invesco
Georgia
$59.6M +$3.02M +11,523 +5%
Charles Schwab
24
Charles Schwab
California
$56.3M +$2.12M +8,101 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$56.1M -$11.4M -43,678 -16%

LAD Hedge Fund Activity: Q2 2024 in Review

375 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2024, worth a combined $6.95B — down 19% from $8.55B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of LAD and 50 opened new positions — a net loss of 33 holders — while 139 trimmed existing stakes and 129 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $57M. The largest seller was MFN Partners, cutting an estimated $173M.

  • 375 institutional investors held Lithia Motors (LAD) as of Q2 2024, down from 415 in Q1 2024.
  • Funds reported $6.95B of Lithia Motors stock for Q2 2024, down 19% quarter-over-quarter.
  • 50 funds opened new Lithia Motors positions in Q2 2024 and 83 closed out, a net change of -33 holders.
  • The largest Lithia Motors buyer in Q2 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $57M added.
  • The largest Lithia Motors seller in Q2 2024 was MFN Partners, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2024.