Vault-13

LITHIUM AMERS CORP NEW

COM NEW · Common Stock · CUSIP 53680Q207

245 institutional holders +11 vs Q4 2022
44,617,70144.6m shares reported held*
$971.4mreported value*
46 new 84 added 53 reduced 32 sold out net bought ≈ $248.6m (+11.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($545.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.77. Options: 25 managers hold calls ($111.5m notional), 20 hold puts ($96.1m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 246Q4 22: 234Q1 23: 245245Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022246
Q4 2022234
Q1 2023245

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 102 bought or addedQ4 22: 105 cut or sold outQ4 22Q1 23: 130 bought or addedQ1 23: 85 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022102105
Q1 202313085

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ3 22 calls: $105.6mQ3 22 puts: $93.8mQ3 22P/C 0.89Q4 22 calls: $85.6mQ4 22 puts: $74.3mQ4 22P/C 0.87Q1 23 calls: $111.5mQ1 23 puts: $96.1mQ1 23P/C 0.86
Numbers
QuarterCallsPutsP/C
Q3 2022$105.6m$93.8m0.89
Q4 2022$85.6m$74.3m0.87
Q1 2023$111.5m$96.1m0.86

Biggest buyers

General Motors Holdings LLC New +15,002,243+15.0m
FIFTHDELTA Ltd Added +994,708+994.7k
MILLENNIUM MANAGEMENT LLC Added +677,611+677.6k
Point72 Asset Management, L.P. Added +429,106+429.1k
Invesco Ltd. Added +428,932+428.9k
BANK OF AMERICA CORP /DE/ Added +414,312+414.3k
Mirae Asset Global Investments Co., Ltd. Added +343,086+343.1k
Arctis Global LLC New +278,915+278.9k
NewGen Asset Management Ltd Added +162,000+162.0k
Sculptor Capital LP New +144,400+144.4k

Biggest sellers

HIMENSION CAPITAL (SINGAPORE) PTE. LTD. Sold out -3,061,992-3.1m
Discovery Value Fund Sold out -1,017,535-1.0m
CITADEL ADVISORS LLC Reduced -923,937-923.9k
Nekton Capital Ltd. Sold out -516,021-516.0k
DECADE RENEWABLE PARTNERS LP Sold out -485,128-485.1k
IvyRock Asset Management (HK) Ltd Sold out -405,800-405.8k
Cubist Systematic Strategies, LLC Reduced -379,486-379.5k
ROYAL BANK OF CANADA Reduced -376,856-376.9k
ExodusPoint Capital Management, LP Reduced -236,229-236.2k
LRT Capital Management, LLC Sold out -162,316-162.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $28.4m1.3m shares
CITADEL ADVISORS LLC Added $24.2m1.1m shares
GROUP ONE TRADING LLC Added $9.7m447.2k shares
Walleye Trading LLC Added $9.5m436.9k shares
JANE STREET GROUP, LLC Reduced $6.3m291.1k shares
SIMPLEX TRADING, LLC Added $6.2m286.1k shares
WOLVERINE TRADING, LLC Added $5.1m238.5k shares
Caption Management, LLC New $4.6m210.0k shares
BANK OF AMERICA CORP /DE/ New $4.2m192.5k shares
SIG North Trading, ULC Added $3.6m167.7k shares

Biggest puts

BANK OF AMERICA CORP /DE/ Added $18.1m832.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $15.7m720.5k shares
CITADEL ADVISORS LLC Reduced $14.1m646.4k shares
WOLVERINE ASSET MANAGEMENT LLC Added $12.7m585.4k shares
Caption Management, LLC New $10.9m501.4k shares
MILLENNIUM MANAGEMENT LLC Added $3.8m175.1k shares
Squarepoint Ops LLC Added $3.4m155.1k shares
Sculptor Capital LP New $3.1m144.4k shares
JANE STREET GROUP, LLC Reduced $3.1m140.9k shares
WOLVERINE TRADING, LLC Added $2.6m122.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Ganfeng Lithium Group Co., Ltd./ADR 13G · exempt (held before listing) new · filed 2025-10-16 16.9% new 15.0m 2025-10-16

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 General Motors Holdings LLC 74.59% of their portfolio Detroit, MI 15,002,24315.0m $326.4m $326.4m 74.59% New
2 FIFTHDELTA Ltd 11.02% of their portfolio LONDON, X0 7,716,3907.7m $167.9m $167.9m 11.02% Added +994.7k +994,708
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,281,5383.3m $71.4m $71.4m 0.00% Added +1.7k +1,746
4 Mirae Asset Global Investments Co., Ltd. 0.08% of their portfolio SEOUL, M5 1,674,8581.7m $36.4m $36.4m 0.08% Added +343.1k +343,086
5 VAN ECK ASSOCIATES CORP 0.08% of their portfolio NEW YORK, NY 1,516,4371.5m $33.0m $33.0m 0.08% Reduced -84.9k -84,933
6 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,314,9041.3m $28.6m $28.6m 0.01% Added +428.9k +428,932
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,211,8451.2m $26.4m $26.4m 0.00% Added +414.3k +414,312
8 NORGES BANK 0.00% of their portfolio OSLO, Q8 914,431914.4k $19.9m $19.9m 0.00% Reduced -13.3k -13,266
9 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 695,224695.2k $15.1m $15.1m 0.02% Added +677.6k +677,611
10 Point72 Asset Management, L.P. 0.05% of their portfolio STAMFORD, CT 680,153680.2k $14.8m $14.8m 0.05% Added +429.1k +429,106
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 538,383538.4k $11.7m $11.7m 0.00% Added +56.0k +55,990
12 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio FRANKFURT AM MAIN, 2M 508,066508.1k $11.1m $11.1m 0.02% Unchanged
13 Formidable Asset Management, LLC 2.06% of their portfolio CINCINNATI, OH 452,117452.1k $9.7m $9.7m 2.06% Added +782 +782
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 387,633387.6k $8.4m $8.4m 0.00% Added +14.9k +14,935
15 SCOTIA CAPITAL INC. 0.06% of their portfolio TORONTO, A6 364,223364.2k $7.9m $7.9m 0.06% Added +58.4k +58,356
16 Panview Asian Equity Master Fund 12.06% of their portfolio CENTRAL, K3 363,551363.6k $7.9m $7.9m 12.06% Added +764 +764
17 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 334,745334.7k $7.3m $7.3m 0.02% Reduced -88.8k -88,810
18 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 324,072324.1k $7.9m $7.9m 0.00% Added +17.2k +17,231
19 TD Asset Management Inc 0.01% of their portfolio Toronto, A6 322,840322.8k $7.0m $7.0m 0.01% Added +10.3k +10,304
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 315,073315.1k $6.9m $6.9m 0.00% Reduced -376.9k -376,856
21 NewGen Asset Management Ltd 2.97% of their portfolio TORONTO, A6 282,000282.0k $6.1m $6.1m 2.97% Added +162.0k +162,000
22 Arctis Global LLC 2.79% of their portfolio SAN JUAN, PR 278,915278.9k $6.1m $6.1m 2.79% New
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 252,872252.9k $5.5m $5.5m 0.01% Reduced -42.3k -42,340
24 Public Sector Pension Investment Board 0.04% of their portfolio MONTREAL, A8 222,791222.8k $4.8m $4.8m 0.04% Added +16.5k +16,479
25 Swiss National Bank 0.00% of their portfolio ZURICH, V8 212,700212.7k $4.6m $4.6m 0.00% Reduced -48.3k -48,300
26 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 159,150159.2k $3.5m $3.5m 0.01% Added +2.6k +2,583
27 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 156,699156.7k $3.4m $3.4m 0.01% Added +40.6k +40,617
28 CenterBook Partners LP 0.45% of their portfolio GREENWICH, CT 147,199147.2k $3.2m $3.2m 0.45% Reduced -57.9k -57,903
29 Sculptor Capital LP 0.08% of their portfolio New York, NY 144,400144.4k $3.1m $3.1m 0.08% New
30 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 144,186144.2k $3.1m $3.1m 0.00% Added +5.2k +5,228
31 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 138,624138.6k $3.0m $3.0m 0.01% New
32 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 134,227134.2k $2.9m $2.9m 0.00% Added +42.4k +42,407
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 132,801132.8k $2.9m $2.9m 0.00% Reduced -923.9k -923,937
34 ExodusPoint Capital Management, LP 0.03% of their portfolio NEW YORK, NY 127,046127.0k $2.8m $2.8m 0.03% Reduced -236.2k -236,229
35 Tidal Investments LLC 0.05% of their portfolio Milwaukee, WI 124,530124.5k $2.7m $2.7m 0.05% Added +73.4k +73,359
36 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 121,490121.5k $2.6m $2.6m 0.00% Reduced -393 -393
37 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 116,370116.4k $2.5m $2.5m 0.00% Added +41.7k +41,683
38 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 112,726112.7k $2.5m $2.5m 0.00% Reduced -18.7k -18,653
39 Apis Capital Advisors, LLC 2.60% of their portfolio New York, NY 112,000112.0k $2.4m $2.4m 2.60% Reduced -38.0k -38,000
40 Riverview Capital Advisers, LLC 1.03% of their portfolio BOSTON, MA 110,345110.3k $2.4m $2.4m 1.03% Unchanged
41 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 109,238109.2k $2.3m $2.3m 0.01% Added +25.6k +25,567
42 Aquila Investment Management LLC 1.94% of their portfolio NEW YORK, NY 108,000108.0k $2.4m $2.4m 1.94% Added +27.0k +27,000
43 Alberta Investment Management Corp 0.02% of their portfolio EDMONTON, A0 105,700105.7k $2.3m $2.3m 0.02% Added +71.1k +71,100
44 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 100,636100.6k $2.2m $2.2m 0.00% Unchanged
45 CIBC Asset Management Inc 0.01% of their portfolio TORONTO, Z4 97,73597.7k $2.1m $2.1m 0.01% Added +1.2k +1,185
46 UBS Group AG 0.00% of their portfolio ZURICH, V8 97,21297.2k $2.1m $2.1m 0.00% Added +35.5k +35,542
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 95,34395.3k $2.1m $2.1m 0.00% Reduced -84.3k -84,341
48 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 86,78586.8k $1.9m $1.9m 0.00% Added +51.2k +51,234
49 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 83,34583.3k $1.8m $1.8m 0.01% Added +1.8k +1,776
50 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 76,98977.0k $1.7m $1.7m 0.00% Added +29.0k +29,006
51 Northside Capital Management, LLC 0.44% of their portfolio Hood River, OR 74,96775.0k $1.6m $1.6m 0.44% Unchanged
52 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 74,77174.8k $1.6m $1.6m 0.01% Added +6.4k +6,440
53 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 72,06272.1k $1.6m $1.6m 0.01% Added +15.2k +15,250
54 Legal & General Group Plc 0.00% of their portfolio London, X0 67,05467.1k $1.5m $1.5m 0.00% Added +1.8k +1,769
55 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 65,85665.9k $1.4m $1.4m 0.01% Added +4.4k +4,441
56 RWC Asset Management LLP 0.04% of their portfolio LONDON, X0 62,67762.7k $1.4m $1.4m 0.04% Added +30.2k +30,185
57 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 61,10061.1k $1.3m $1.3m 0.01% Added +900 +900
58 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% of their portfolio VICTORIA, A1 57,24557.2k $1.2m $1.2m 0.01% Added +11.9k +11,893
59 TOWNSQUARE CAPITAL LLC 0.03% of their portfolio Lehi, UT 54,32854.3k $1.2m $1.2m 0.03% Added +22.3k +22,283
60 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 53,47653.5k $1.2m $1.2m 0.00% Reduced -34.3k -34,310
61 BlackRock Inc. 0.00% of their portfolio New York, NY 51,07051.1k $1.1m $1.1m 0.00% Reduced -3.9k -3,922
62 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 49,78449.8k $1.1m $1.1m 0.00% Added +18.4k +18,438
63 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 47,63547.6k $1.0m $1.0m 0.01% Added +29.4k +29,363
64 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 47,09347.1k $1.0m $1.0m 0.00% Added +99 +99
65 EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio GREENWICH, CT 45,00045.0k $979.2k $979.2k 0.00% Unchanged
66 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 43,08043.1k $937.4k $937.4k 0.01% Added +2.8k +2,777
67 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 42,35442.4k $922.0k $922.0k 0.00% Added +1.6k +1,620
68 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 41,07041.1k $893.7k $893.7k 0.01% Reduced -1.7k -1,722
69 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 38,62038.6k $840.4k $840.4k 0.00% Added +1.5k +1,514
70 C2C Wealth Management, LLC 0.12% of their portfolio SCOTTSDALE, AZ 38,50038.5k $744.0k $744.0k 0.12% Unchanged
71 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 37,63937.6k $818.0k $818.0k 0.00% Added +7.5k +7,475
72 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 37,60737.6k $818.3k $818.3k 0.03% Added +10.3k +10,300
73 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 36,83836.8k $882.7k $882.7k 0.01% Reduced -460 -460
74 Balboa Wealth Partners 0.29% of their portfolio SCOTTSDALE, AZ 34,97335.0k $761.0k $761.0k 0.29% Added +4.2k +4,185
75 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 32,38132.4k $704.6k $704.6k 0.00% New
76 FLPUTNAM INVESTMENT MANAGEMENT CO 0.02% of their portfolio PORTLAND, ME 31,63931.6k $688.5k $688.5k 0.02% Added +3 +3
77 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 30,62030.6k $665.2k $665.2k 0.00% Reduced -358 -358
78 Utah Peaks Capital Inc 1.03% of their portfolio PARK CITY, UT 30,00030.0k $652.8k $652.8k 1.03% New
79 Black Maple Capital Management LP 0.80% of their portfolio MILWAUKEE, WI 29,50029.5k $641.9k $641.9k 0.80% Added +2.5k +2,500
80 Y-Intercept (Hong Kong) Ltd 0.07% of their portfolio HONG KONG, K3 28,71128.7k $624.8k $624.8k 0.07% New
81 Pekin Hardy Strauss, Inc. 0.10% of their portfolio CHICAGO, IL 28,35028.4k $615.9k $615.9k 0.10% New
82 Sterling Investment Counsel, LLC 0.35% of their portfolio Buffalo, NY 27,10027.1k $589.7k $589.7k 0.35% Unchanged
83 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 27,01827.0k $587.9k $587.9k 0.01% Added +958 +958
84 Silverleafe Capital Partners, LLC 0.36% of their portfolio GERMANTOWN, TN 25,70025.7k $559.2k $559.2k 0.36% New
85 Performance Wealth Partners, LLC 0.03% of their portfolio HINSDALE, IL 25,61025.6k $557.3k $557.3k 0.03% Added +5.6k +5,610
86 INGALLS & SNYDER LLC 0.03% of their portfolio NEW YORK, NY 25,30025.3k $551.0k $551.0k 0.03% Added +100 +100
87 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 25,09125.1k $546.0k $546.0k 0.00% Added +825 +825
88 CANTOR FITZGERALD, L. P. 0.01% of their portfolio NEW YORK, NY 25,00025.0k $544.0k $544.0k 0.01% New
89 Jade Capital Advisors, LLC 0.78% of their portfolio Essex Fells, NJ 25,00025.0k $544.0k $544.0k 0.78% New
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 24,21224.2k $526.9k $526.9k 0.00% Added +1.0k +1,022
91 Quinn Opportunity Partners LLC 0.06% of their portfolio CHARLOTTESVILLE, VA 23,85523.9k $519.1k $519.1k 0.06% Unchanged
92 BURNEY CO/ 0.02% of their portfolio RESTON, VA 22,34022.3k $486.1k $486.1k 0.02% Added +265 +265
93 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 21,61121.6k $470.3k $470.3k 0.01% New
94 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 21,39021.4k $465.4k $465.4k 0.00% Added +4.8k +4,790
95 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 21,05821.1k $458.2k $458.2k 0.00% Added +3.2k +3,183
96 U S GLOBAL INVESTORS INC 0.03% of their portfolio SAN ANTONIO, TX 20,00020.0k $435.2k $435.2k 0.03% Added +5.0k +5,000
97 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 19,86819.9k $431.6k $431.6k 0.00% Added +5.7k +5,700
98 Canton Hathaway, LLC 0.15% of their portfolio PROVIDENCE, RI 19,74519.7k $430.0k $430.0k 0.15% Added +200 +200
99 Summit Place Financial Advisors, LLC 0.30% of their portfolio SUMMIT, NJ 19,45019.4k $423.2k $423.2k 0.30% Reduced -20.0k -19,975
100 Weiss Multi-Strategy Advisers LLC 0.01% of their portfolio NEW YORK, NY 18,70418.7k $407.0k $407.0k 0.01% New