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Sonic Automotive
SAH

129 hedge funds and large institutions have $560M invested in Sonic Automotive in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $513M → $560M (+$47.1M)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0.37% less ownership

Funds ownership: 89.1% → 88.72% (-0.37%)

2% less funds holding

Funds holding: 131 → 129 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

89% less call options, than puts

Call options by funds: $62K | Put options by funds: $571K

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
45
Reduced
44
Closed
10
Calls
$62K
Puts
$571K
Net Calls
-$509K
Net Calls Change
-$186K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.92M
2
Prudential Financial
Prudential Financial
New Jersey
+$3.17M
3
Goldman Sachs
Goldman Sachs
New York
+$2.8M
4
Invesco
Invesco
Georgia
+$1.86M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
PCM
Proxima Capital Management
New York
-$2.85M
2
CVA
Ceredex Value Advisors
Florida
-$2.38M
3
LSV Asset Management
LSV Asset Management
Illinois
-$1.98M
4
GC
Guggenheim Capital
Illinois
-$1.76M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$2.42M +$150K +7,175 +7%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$2.33M -$311K -14,895 -12%
Deutsche Bank
28
Deutsche Bank
Germany
$2.19M +$506K +24,257 +30%
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$1.97M -$166K -7,943 -8%
Legal & General Group
30
Legal & General Group
United Kingdom
$1.79M -$331K -15,867 -16%
New York State Teachers Retirement System (NYSTRS)
31
New York State Teachers Retirement System (NYSTRS)
New York
$1.73M -$51.2K -2,455 -3%
Norges Bank
32
Norges Bank
Norway
$1.68M +$695K +33,300 +69%
AIMCA
33
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.6M – – –
Macquarie Group
34
Macquarie Group
Australia
$1.57M – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$1.54M -$40.3K -1,930 -3%
TA
36
Teton Advisors
New York
$1.37M – – –
FG
37
Formula Growth
Quebec, Canada
$1.24M – – –
JFG
38
Jefferies Financial Group
New York
$1.21M -$166K -7,967 -12%
TCIM
39
TIAA CREF Investment Management
New York
$1.2M -$74.7K -3,583 -6%
CIA
40
Cascade Investment Advisors
Oregon
$1.18M -$246K -11,775 -17%
MA
41
Mutual Advisors
Nebraska
$1.04M – – –
KBC Group
42
KBC Group
Belgium
$1.02M -$241K -11,536 -19%
TA
43
Teachers Advisors
New York
$955K -$7.38K -354 -0.8%
IRC
44
Investors Research Corp
Georgia
$937K +$19.8K +950 +2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$929K – – –
Russell Investments Group
46
Russell Investments Group
United Kingdom
$903K +$102K +4,900 +13%
SDIC
47
South Dakota Investment Council
South Dakota
$894K – – –
TCA
48
Teewinot Capital Advisers
New York
$890K +$901K +43,200 New
GC
49
Globeflex Capital
California
$827K +$106K +5,103 +15%
Brown Advisory
50
Brown Advisory
Maryland
$796K +$806K +38,650 New
1
2
3 4 5

SAH Hedge Fund Activity: Q2 2018 in Review

129 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q2 2018, worth a combined $560M — up 9.2% from $513M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SAH and 8 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 45 added.

The largest buyer was BlackRock, adding an estimated $5.92M. The largest seller was Proxima Capital Management, cutting an estimated $2.85M.

  • 129 institutional investors held Sonic Automotive (SAH) as of Q2 2018, down from 131 in Q1 2018.
  • Funds reported $560M of Sonic Automotive stock for Q2 2018, up 9.2% quarter-over-quarter.
  • 8 funds opened new Sonic Automotive positions in Q2 2018 and 10 closed out, a net change of -2 holders.
  • The largest Sonic Automotive buyer in Q2 2018 was BlackRock, an estimated $5.92M added.
  • The largest Sonic Automotive seller in Q2 2018 was Proxima Capital Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q2 2018.