Vault-13

LITHIUM AMERS CORP NEW

COM NEW · Common Stock · CUSIP 53680Q207

236 institutional holders -9 vs Q1 2023
44,552,82344.6m shares reported held*
$895.1mreported value*
30 new 83 added 52 reduced 36 sold out net sold ≈ $1.7m (-45.1k 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 ($994.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.09. Options: 19 managers hold calls ($65.5m notional), 20 hold puts ($81.7m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 246Q4 22: 234Q1 23: 245Q2 23: 236236Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022246
Q4 2022234
Q1 2023245
Q2 2023236

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 23Q2 23: 113 bought or addedQ2 23: 88 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022102105
Q1 202313085
Q2 202311388

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 0.86Q2 23 calls: $65.5mQ2 23 puts: $81.7mQ2 23P/C 1.25
Numbers
QuarterCallsPutsP/C
Q3 2022$105.6m$93.8m0.89
Q4 2022$85.6m$74.3m0.87
Q1 2023$111.5m$96.1m0.86
Q2 2023$65.5m$81.7m1.25

Biggest buyers

Balyasny Asset Management L.P. Added +667,654+667.7k
Sculptor Capital LP Added +341,300+341.3k
JANUS HENDERSON GROUP PLC Added +334,434+334.4k
DECADE RENEWABLE PARTNERS LP New +322,700+322.7k
CenterBook Partners LP Added +289,741+289.7k
CAPITAL FUND MANAGEMENT S.A. New +274,317+274.3k
Point72 Asset Management, L.P. Added +243,394+243.4k
MILLENNIUM MANAGEMENT LLC Added +233,428+233.4k
Polar Asset Management Partners Inc. Added +221,000+221.0k
VANGUARD GROUP INC Added +213,183+213.2k

Biggest sellers

FIFTHDELTA Ltd Reduced -2,910,136-2.9m
NewGen Asset Management Ltd Sold out -282,000-282.0k
Arctis Global LLC Sold out -278,915-278.9k
BANK OF AMERICA CORP /DE/ Reduced -269,232-269.2k
GOLDMAN SACHS GROUP INC Reduced -192,827-192.8k
MARSHALL WACE, LLP Sold out -138,624-138.6k
CITADEL ADVISORS LLC Reduced -131,450-131.4k
MORGAN STANLEY Reduced -129,677-129.7k
ExodusPoint Capital Management, LP Sold out -127,046-127.0k
Tidal Investments LLC Reduced -62,318-62.3k

Biggest calls

CITADEL ADVISORS LLC Reduced $15.6m773.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $14.5m716.6k shares
GROUP ONE TRADING LLC Reduced $7.7m380.2k shares
SIMPLEX TRADING, LLC Reduced $4.6m227.8k shares
Squarepoint Ops LLC Added $4.3m214.5k shares
Walleye Trading LLC Reduced $4.2m206.0k shares
JANE STREET GROUP, LLC Reduced $3.8m189.3k shares
WOLVERINE TRADING, LLC Reduced $3.3m167.3k shares
SIG North Trading, ULC Reduced $2.8m138.2k shares
BNP PARIBAS FINANCIAL MARKETS New $1.5m725 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $18.4m909.7k shares
BANK OF AMERICA CORP /DE/ Reduced $12.2m603.0k shares
Sculptor Capital LP Added $9.8m486.9k shares
CITADEL ADVISORS LLC Reduced $9.3m457.9k shares
WOLVERINE ASSET MANAGEMENT LLC Reduced $7.6m374.7k shares
MILLENNIUM MANAGEMENT LLC Added $4.5m221.4k shares
Squarepoint Ops LLC Added $3.3m161.0k shares
GROUP ONE TRADING LLC Added $3.2m160.4k shares
SIMPLEX TRADING, LLC Added $2.4m120.8k shares
BANK OF MONTREAL /CAN/ New $2.2m102.5k 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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 General Motors Holdings LLC 78.47% of their portfolio Detroit, MI 15,002,24315.0m $303.2m $303.2m 78.47% Unchanged
2 FIFTHDELTA Ltd 9.97% of their portfolio LONDON, X0 4,806,2544.8m $97.1m $97.1m 9.97% Reduced -2.9m -2,910,136
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,494,7213.5m $70.6m $70.6m 0.00% Added +213.2k +213,183
4 Mirae Asset Global Investments Co., Ltd. 0.08% of their portfolio SEOUL, M5 1,878,9411.9m $38.1m $38.1m 0.08% Added +204.1k +204,083
5 VAN ECK ASSOCIATES CORP 0.07% of their portfolio NEW YORK, NY 1,650,4101.7m $33.4m $33.4m 0.07% Added +134.0k +133,973
6 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,332,9491.3m $26.9m $26.9m 0.01% Added +18.0k +18,045
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 942,613942.6k $19.1m $19.1m 0.00% Reduced -269.2k -269,232
8 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 928,652928.7k $18.8m $18.8m 0.02% Added +233.4k +233,428
9 Point72 Asset Management, L.P. 0.06% of their portfolio STAMFORD, CT 923,547923.5k $18.7m $18.7m 0.06% Added +243.4k +243,394
10 NORGES BANK 0.00% of their portfolio OSLO, Q8 882,764882.8k $17.8m $17.8m 0.00% Reduced -31.7k -31,667
11 Balyasny Asset Management L.P. 0.04% of their portfolio Chicago, IL 676,990677.0k $13.7m $13.7m 0.04% Added +667.7k +667,654
12 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio FRANKFURT AM MAIN, 2M 486,892486.9k $9.9m $9.9m 0.02% Reduced -21.2k -21,174
13 Sculptor Capital LP 0.26% of their portfolio New York, NY 485,700485.7k $9.8m $9.8m 0.26% Added +341.3k +341,300
14 Formidable Asset Management, LLC 0.76% of their portfolio CINCINNATI, OH 465,327465.3k $3.5m $3.5m 0.76% Added +13.2k +13,210
15 CenterBook Partners LP 1.10% of their portfolio GREENWICH, CT 436,940436.9k $8.8m $8.8m 1.10% Added +289.7k +289,741
16 Panview Asian Equity Master Fund 10.35% of their portfolio CENTRAL, K3 413,551413.6k $8.4m $8.4m 10.35% Added +50.0k +50,000
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 408,706408.7k $8.3m $8.3m 0.00% Reduced -129.7k -129,677
18 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 390,952391.0k $8.2m $8.2m 0.00% Added +66.9k +66,880
19 SCOTIA CAPITAL INC. 0.05% of their portfolio TORONTO, A6 367,479367.5k $7.4m $7.4m 0.05% Added +3.3k +3,256
20 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 366,815366.8k $7.4m $7.4m 0.00% Added +334.4k +334,434
21 TD Asset Management Inc 0.01% of their portfolio Toronto, A6 356,599356.6k $7.2m $7.2m 0.01% Added +33.8k +33,759
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 332,749332.7k $6.7m $6.7m 0.01% Reduced -2.0k -1,996
23 DECADE RENEWABLE PARTNERS LP 3.02% of their portfolio HOUSTON, TX 322,700322.7k $6.5m $6.5m 3.02% New
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 279,955280.0k $5.7m $5.7m 0.00% Reduced -35.1k -35,118
25 CAPITAL FUND MANAGEMENT S.A. 0.09% of their portfolio PARIS, I0 274,317274.3k $5.5m $5.5m 0.09% New
26 Public Sector Pension Investment Board 0.04% of their portfolio MONTREAL, A8 270,019270.0k $5.5m $5.5m 0.04% Added +47.2k +47,228
27 Polar Asset Management Partners Inc. 0.09% of their portfolio TORONTO, A6 233,500233.5k $4.7m $4.7m 0.09% Added +221.0k +221,000
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 223,514223.5k $4.5m $4.5m 0.01% Reduced -29.4k -29,358
29 Swiss National Bank 0.00% of their portfolio ZURICH, V8 216,500216.5k $4.4m $4.4m 0.00% Added +3.8k +3,800
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 194,806194.8k $3.9m $3.9m 0.00% Reduced -192.8k -192,827
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 175,431175.4k $3.5m $3.5m 0.00% Added +80.1k +80,088
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 168,203168.2k $3.4m $3.4m 0.00% Added +158.0k +158,006
33 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 158,814158.8k $3.2m $3.2m 0.01% Reduced -336 -336
34 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 153,680153.7k $3.1m $3.1m 0.00% Added +9.5k +9,494
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 147,230147.2k $3.0m $3.0m 0.00% Added +13.0k +13,003
36 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 145,775145.8k $2.9m $2.9m 0.00% Added +33.0k +33,049
37 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 137,058137.1k $2.8m $2.8m 0.00% Added +15.6k +15,568
38 Paloma Partners Management Co 0.57% of their portfolio GREENWICH, CT 123,000123.0k $2.5m $2.5m 0.57% New
39 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 122,527122.5k $2.5m $2.5m 0.00% Added +6.2k +6,157
40 Alberta Investment Management Corp 0.02% of their portfolio EDMONTON, A0 121,900121.9k $2.5m $2.5m 0.02% Added +16.2k +16,200
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 121,657121.7k $2.5m $2.5m 0.00% Reduced -35.0k -35,042
42 Apis Capital Advisors, LLC 2.28% of their portfolio New York, NY 112,000112.0k $2.3m $2.3m 2.28% Unchanged
43 Riverview Capital Advisers, LLC 0.98% of their portfolio BOSTON, MA 110,345110.3k $2.2m $2.2m 0.98% Unchanged
44 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 108,859108.9k $2.2m $2.2m 0.00% Reduced -379 -379
45 Aquila Investment Management LLC 1.78% of their portfolio NEW YORK, NY 108,000108.0k $2.2m $2.2m 1.78% Unchanged
46 Old West Investment Management, LLC 1.12% of their portfolio Los Angeles, CA 106,180106.2k $2.1m $2.1m 1.12% Added +89.8k +89,780
47 UBS Group AG 0.00% of their portfolio ZURICH, V8 100,696100.7k $2.0m $2.0m 0.00% Added +3.5k +3,484
48 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 100,636100.6k $2.0m $2.0m 0.00% Unchanged
49 LMR Partners LLP 0.05% of their portfolio LONDON, X0 100,000100.0k $2.0m $2.0m 0.05% New
50 Legal & General Group Plc 0.00% of their portfolio London, X0 99,36699.4k $2.0m $2.0m 0.00% Added +32.3k +32,312
51 CIBC Asset Management Inc 0.01% of their portfolio TORONTO, Z4 98,37998.4k $2.0m $2.0m 0.01% Added +644 +644
52 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 95,45295.5k $1.9m $1.9m 0.01% Added +47.8k +47,817
53 Ausbil Investment Management Ltd 1.13% of their portfolio SYDNEY, C3 89,55889.6k $1.8m $1.8m 1.13% New
54 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 87,88287.9k $1.8m $1.8m 0.01% Added +4.5k +4,537
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 81,82681.8k $1.7m $1.7m 0.00% Added +4.8k +4,837
56 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 81,18481.2k $1.6m $1.6m 0.01% Added +9.1k +9,122
57 HITE Hedge Asset Management LLC 0.18% of their portfolio BRAINTREE, MA 77,81177.8k $1.6m $1.6m 0.18% New
58 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% of their portfolio VICTORIA, A1 69,13269.1k $1.4m $1.4m 0.01% Added +11.9k +11,887
59 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 65,80065.8k $1.3m $1.3m 0.01% Added +4.7k +4,700
60 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 63,91963.9k $1.3m $1.3m 0.02% Added +9.6k +9,591
61 BlackRock Inc. 0.00% of their portfolio New York, NY 62,72662.7k $1.3m $1.3m 0.00% Added +11.7k +11,656
62 RWC Asset Management LLP 0.06% of their portfolio LONDON, X0 62,67762.7k $1.3m $1.3m 0.06% Unchanged
63 Tidal Investments LLC 0.04% of their portfolio Milwaukee, WI 62,21262.2k $1.3m $1.3m 0.04% Reduced -62.3k -62,318
64 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 61,86861.9k $1.3m $1.3m 0.00% Reduced -24.9k -24,917
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 57,58957.6k $1.2m $1.2m 0.00% Added +10.5k +10,496
66 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 56,37856.4k $1.1m $1.1m 0.01% Added +15.3k +15,308
67 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 54,80654.8k $1.1m $1.1m 0.01% Reduced -20.0k -19,965
68 Northside Capital Management, LLC 0.36% of their portfolio Hood River, OR 51,48551.5k $1.0m $1.0m 0.36% Reduced -23.5k -23,482
69 Dynamic Advisor Solutions LLC 0.05% of their portfolio PHOENIX, AZ 47,80047.8k $966.0k $966.0k 0.05% New
70 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 46,84046.8k $948.0k $948.0k 0.00% Reduced -19.0k -19,016
71 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 46,44646.4k $940.0k $940.0k 0.00% Added +37.7k +37,677
72 EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio GREENWICH, CT 45,00045.0k $909.5k $909.5k 0.00% Unchanged
73 Jade Capital Advisors, LLC 0.73% of their portfolio Essex Fells, NJ 45,00045.0k $909.5k $909.5k 0.73% Added +20.0k +20,000
74 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 44,78544.8k $905.0k $905.0k 0.00% Added +2.4k +2,431
75 Balboa Wealth Partners 0.30% of their portfolio SCOTTSDALE, AZ 41,88841.9k $846.6k $846.6k 0.30% Added +6.9k +6,915
76 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 41,16941.2k $832.0k $832.0k 0.00% Reduced -8.6k -8,615
77 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 41,02541.0k $829.1k $829.1k 0.01% Reduced -2.1k -2,055
78 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 38,96639.0k $788.0k $788.0k 0.00% Added +1.3k +1,327
79 C2C Wealth Management, LLC 0.11% of their portfolio SCOTTSDALE, AZ 38,50038.5k $809.1k $809.1k 0.11% Unchanged
80 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 38,16038.2k $772.6k $772.6k 0.00% Reduced -460 -460
81 Virtu Financial LLC 0.06% of their portfolio New York, NY 37,71737.7k $762.0k $762.0k 0.06% New
82 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 37,44437.4k $756.7k $756.7k 0.03% Reduced -163 -163
83 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 34,89034.9k $798.4k $798.4k 0.01% Reduced -1.9k -1,948
84 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 34,58634.6k $699.0k $699.0k 0.00% Added +19.8k +19,752
85 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 32,08632.1k $650.1k $650.1k 0.00% Added +1.5k +1,466
86 U S GLOBAL INVESTORS INC 0.04% of their portfolio SAN ANTONIO, TX 31,30031.3k $633.0k $633.0k 0.04% Added +11.3k +11,300
87 Walleye Trading LLC 0.03% of their portfolio NEW YORK, NY 31,21731.2k $630.9k $630.9k 0.03% New
88 Performance Wealth Partners, LLC 0.03% of their portfolio HINSDALE, IL 31,00031.0k $637.7k $637.7k 0.03% Added +5.4k +5,390
89 Black Maple Capital Management LP 0.72% of their portfolio MILWAUKEE, WI 30,50030.5k $616.4k $616.4k 0.72% Added +1.0k +1,000
90 FLPUTNAM INVESTMENT MANAGEMENT CO 0.02% of their portfolio PORTLAND, ME 30,38330.4k $614.0k $614.0k 0.02% Reduced -1.3k -1,256
91 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 30,22430.2k $610.8k $610.8k 0.00% Added +27.0k +26,964
92 Pekin Hardy Strauss, Inc. 0.09% of their portfolio CHICAGO, IL 28,35028.4k $574.5k $574.5k 0.09% Unchanged
93 Sterling Investment Counsel, LLC 0.30% of their portfolio Buffalo, NY 27,56627.6k $557.1k $557.1k 0.30% Added +466 +466
94 SEAVIEW INVESTMENT MANAGERS LLC 0.18% of their portfolio MIAMI, FL 26,60026.6k $539.0k $539.0k 0.18% Added +8.0k +8,000
95 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 26,10926.1k $527.7k $527.7k 0.01% Reduced -909 -909
96 INGALLS & SNYDER LLC 0.02% of their portfolio NEW YORK, NY 25,30025.3k $511.0k $511.0k 0.02% Unchanged
97 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 24,56624.6k $496.5k $496.5k 0.00% Reduced -525 -525
98 Quinn Opportunity Partners LLC 0.07% of their portfolio CHARLOTTESVILLE, VA 23,85523.9k $482.1k $482.1k 0.07% Unchanged
99 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 22,95823.0k $464.0k $464.0k 0.00% Added +1.9k +1,900
100 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 22,67022.7k $458.2k $458.2k 0.01% New