LCID Lucid Group, Inc.

MIXED Impact: 5/10 Institutional Cluster
Horizon weeks Processed 3d 13h ago
Institutional cluster: 11 buyers, 8 sellers (mixed)

Executive Summary

In Q3 2024, 11 institutional buyers added $61.4M to LCID positions (led by D.E. Shaw's $32.6M increase and Schwab's $10.8M), while 8 sellers trimmed $6.9M (led by Legal & General's $4.7M reduction and National Bank of Canada's near-exit). The net $54.5M buying inflow is dominated by active/quant managers, suggesting a shared thesis around Lucid's long-term EV positioning despite ongoing cash burn. However, the 45-day reporting lag means these positions may have been unwound, and the stock's poor historical performance (avg T+20 win rate 56% but large negative outliers) warrants caution.

Key Financial Metrics

Direction
accumulating
Buy Value
$75.6M
Sell Value
$8.0M
Net Flow
$54.5M

Institutional Positions

Net institutional flow: $54.5M

▲ Buyers (11)

InstitutionActionChangePosition ValueValue Δ
D.E. Shaw DOUBLED +1771.4% $33.9M $32.6M
Schwab ADD +84.6% $18.0M $10.8M
Dimensional Fund Advisors DOUBLED +175.8% $13.5M $9.9M
Norges Bank DOUBLED +442.4% $8.0M $6.9M

▼ Sellers (8)

InstitutionActionChangePrev ValueValue Δ
Legal & General Group TRIM -68.5% $8.3M -$4.7M
National Bank Of Canada NEAR_EXIT -98.7% $1.1M -$1.1M
Amundi TRIM -41.5% $1.7M -$526.6K
Alliancebernstein TRIM -43.9% $1.7M -$416.6K

Actionable Insight

The strong quant/active buying (D.E. Shaw, Dimensional, Norges) suggests a catalyst-driven thesis, but the 45-day 13F lag means these positions may already be stale. Monitor upcoming Q4 earnings and any production/delivery updates for confirmation. The heavy selling by Legal & General and National Bank of Canada signals ongoing institutional skepticism about Lucid's cash burn trajectory.

Key Facts

  • 11 institutional buyers added $61.4M in new LCID positions during Q3 2024
  • D.E. Shaw (quant) doubled its stake by $32.6M, now holding $33.9M
  • 8 institutional sellers trimmed $6.9M, led by Legal & General's $4.7M reduction
  • Net institutional inflow of ~$54.5M, concentrated in active/quant managers
  • Schwab (mega-passive) added $10.8M, likely index-driven
  • National Bank of Canada nearly exited (98.7% reduction)

Financial Impact

Net institutional buying of approximately $54.5M, with $75.6M in total buyer holdings vs $8.0M in seller holdings

institutional ownershipfloatvaluation

Risk Factors

  • 13F data is 45+ days stale; positions may have been reversed
  • Lucid's cash burn and dilution risk remain unresolved
  • Analyst consensus is only 5% bullish, with 6 sell/strong sell ratings
  • Historical LCID reports show large negative T+5 outliers (-19% to -23%)

Market Snapshot

Exchange
Nasdaq
Sector
Motor Vehicles & Passenger Car Bodies
Analyst Consensus
5% bullish (19 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-LCID-2024-Q3
14 reports for LCID
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+20▲ +31.48%Apr 14, 2026
Filters
Rows
Reports for LCID — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
MIXED ★ 5/10
$5.10 awaiting T+5awaiting T+5
Jun 1, 2026
14d ago
8-K
NEUTRAL ★ 3/10
$6.65 $5.12▼ −23.08%▼ −20.33%
Apr 29, 2026
6w ago
8-K
MIXED ★ 6/10
$6.37 $6.19▼ −2.83%▼ −4.55%
Apr 20, 2026
7w ago
3
NEUTRAL ★ 3/10
$7.11 $5.87▼ −17.44%▼ −18.52%
Apr 17, 2026
8w ago
3
NEUTRAL ★ 2/10
$6.75 $5.93▼ −12.15%▼ −13.06%
Apr 14, 2026
8w ago
8-K
BULLISH ★ 7/10
$8.80 $7.11▼ −19.20%▼ −20.60%
Apr 14, 2026
8w ago
424B5
BEARISH ★ 7/10
$8.80 $7.11▲ +19.20%▲ +20.60%
Apr 14, 2026
8w ago
S-3ASR
BEARISH ★ 6/10
$8.80 $7.11▲ +19.20%▲ +20.60%
Apr 14, 2026
8w ago
8-K
BEARISH ★ 7/10
$8.80 $7.11▲ +19.20%▲ +20.60%
Apr 14, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$8.80 $7.11▼ −19.20%▼ −20.60%
Showing 10 of 14

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