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Sonic Automotive
SAH

205 hedge funds and large institutions have $952M invested in Sonic Automotive in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

903% more call options, than puts

Call options by funds: $973K | Put options by funds: $97K

1.08% less ownership

Funds ownership: 81.29% → 80.21% (-1.1%)

6% less funds holding

Funds holding: 218 → 205 (-13)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

19% less capital invested

Capital invested by funds: $1.17B → $952M (-$219M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
205
Holders Change
-13
Holders Change %
-5.96%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
24
Increased
70
Reduced
79
Closed
37
Calls
$973K
Puts
$97K
Net Calls
+$876K
Net Calls Change
+$6.94M

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$15.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10.8M
3
KAM
Knightsbridge Asset Management
California
+$5.67M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$5.11M
5
Goldman Sachs
Goldman Sachs
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
-$15.5M
2
IECM
Intrinsic Edge Capital Management
Illinois
-$12.4M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$7.04M
4
ER
EVR Research
Virginia
-$6.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
226
Islay Capital Management
Texas
– -$191K -3,871 Closed
EVM
227
Eaton Vance Management
Massachusetts
– -$79K -1,587 Closed
PI
228
PineBridge Investments
New York
– -$45K -900 Closed
Group One Trading
229
Group One Trading
Illinois
– -$30.8K -626 Closed
CMF
230
Counterpoint Mutual Funds
California
– -$27K -544 Closed
DFCM
231
Dark Forest Capital Management
Puerto Rico
– -$26K -519 Closed
SFM
232
Signet Financial Management
New Jersey
– -$22K -435 Closed
CA
233
CoreCap Advisors
Michigan
– -$9K -175 Closed
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
– -$3.25K -66 -75%
ST
235
Sageworth Trust
Pennsylvania
– -$1K -30 Closed
SIC
236
SJS Investment Consulting
Ohio
– +$49 +1 New
DI
237
Disciplined Investments
Oklahoma
– +$98 +2 New
CI
238
Cordant Inc
Oregon
– +$197 +4 New
JWA
239
JFS Wealth Advisors
Pennsylvania
– +$197 +4 +200%
AF
240
Allworth Financial
California
– +$295 +6 New
6 7 8 9
10

SAH Hedge Fund Activity: Q1 2022 in Review

205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2022, worth a combined $952M — down 19% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SAH and 24 opened new positions — a net loss of 13 holders — while 79 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $15.3M. The largest seller was Westwood Holdings Group, cutting an estimated $15.5M.

  • 205 institutional investors held Sonic Automotive (SAH) as of Q1 2022, down from 218 in Q4 2021.
  • Funds reported $952M of Sonic Automotive stock for Q1 2022, down 19% quarter-over-quarter.
  • 24 funds opened new Sonic Automotive positions in Q1 2022 and 37 closed out, a net change of -13 holders.
  • The largest Sonic Automotive buyer in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $15.3M added.
  • The largest Sonic Automotive seller in Q1 2022 was Westwood Holdings Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2022.