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Sonic Automotive
SAH

131 hedge funds and large institutions have $513M invested in Sonic Automotive in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.08% more ownership

Funds ownership: 87.02% → 89.1% (+2.1%)

2% more capital invested

Capital invested by funds: $501M → $513M (+$12.4M)

3% less funds holding

Funds holding: 135 → 131 (-4)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

29% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 48

42% less call options, than puts

Call options by funds: $443K | Put options by funds: $766K

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
48
Closed
15
Calls
$443K
Puts
$766K
Net Calls
-$323K
Net Calls Change
-$378K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.15M
3
State Street
State Street
Massachusetts
+$1.76M
4
Bank of America
Bank of America
North Carolina
+$1.61M
5
BCM
Bridgeway Capital Management
Texas
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.77M
2
EM
Elliott Management
New York
-$5.75M
3
SCM
SG Capital Management
Illinois
-$4.5M
4
BFM
Boothbay Fund Management
New York
-$1.47M
5
PGIM
Pacific Global Investment Management
California
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$2.09M +$1.61M +79,961 +265%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$2.01M -$63.2K -3,133 -3%
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$1.96M +$52.6K +2,608 +3%
Legal & General Group
29
Legal & General Group
United Kingdom
$1.92M -$117K -5,784 -5%
GC
30
Guggenheim Capital
Illinois
$1.88M -$339K -16,807 -14%
New York State Teachers Retirement System (NYSTRS)
31
New York State Teachers Retirement System (NYSTRS)
New York
$1.64M -$58K -2,874 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$1.55M +$120K +5,924 +8%
AIMCA
33
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.48M – – –
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.46M -$45K -2,230 -3%
Macquarie Group
35
Macquarie Group
Australia
$1.45M – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$1.38M +$277K +13,699 +23%
CIA
37
Cascade Investment Advisors
Oregon
$1.31M +$70.6K +3,500 +5%
JFG
38
Jefferies Financial Group
New York
$1.27M +$1.03M +50,801 +317%
TA
39
Teton Advisors
New York
$1.26M – – –
TCIM
40
TIAA CREF Investment Management
New York
$1.17M -$50.8K -2,519 -4%
KBC Group
41
KBC Group
Belgium
$1.15M +$13.1K +650 +1%
FG
42
Formula Growth
Quebec, Canada
$1.14M -$303K -15,000 -20%
Invesco
43
Invesco
Georgia
$1.1M -$270K -13,374 -19%
MA
44
Mutual Advisors
Nebraska
$959K +$1.02M +50,600 New
Millennium Management
45
Millennium Management
New York
$933K -$880K -43,619 -47%
Norges Bank
46
Norges Bank
Norway
$911K +$74.7K +3,700 +8%
TA
47
Teachers Advisors
New York
$885K – – –
Swiss National Bank
48
Swiss National Bank
Switzerland
$855K -$32.3K -1,600 -3%
IRC
49
Investors Research Corp
Georgia
$844K -$4.04K -200 -0.4%
SDIC
50
South Dakota Investment Council
South Dakota
$822K – – –
1
2
3 4 5

SAH Hedge Fund Activity: Q1 2018 in Review

131 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2018, worth a combined $513M — up 2.5% from $501M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SAH and 12 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 34 added.

The largest buyer was BlackRock, adding an estimated $9.3M. The largest seller was Bank of New York Mellon, cutting an estimated $5.77M.

  • 131 institutional investors held Sonic Automotive (SAH) as of Q1 2018, down from 135 in Q4 2017.
  • Funds reported $513M of Sonic Automotive stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 12 funds opened new Sonic Automotive positions in Q1 2018 and 15 closed out, a net change of -3 holders.
  • The largest Sonic Automotive buyer in Q1 2018 was BlackRock, an estimated $9.3M added.
  • The largest Sonic Automotive seller in Q1 2018 was Bank of New York Mellon, an estimated $5.77M sold.

Based on aggregated 13F filings for Q1 2018.