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Sonic Automotive
SAH

136 hedge funds and large institutions have $358M invested in Sonic Automotive in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

10% more funds holding

Funds holding: 124 → 136 (+12)

3.86% less ownership

Funds ownership: 88.45% → 84.59% (-3.9%)

32% less capital invested

Capital invested by funds: $525M → $358M (-$168M)

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $727K

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
43
Reduced
36
Closed
8
Calls
$4K
Puts
$727K
Net Calls
-$723K
Net Calls Change
-$723K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.16M
2
Marshall Wace
Marshall Wace
United Kingdom
+$2.82M
3
O
OppenheimerFunds
New York
+$1.12M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.07M
5
Invesco
Invesco
Georgia
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
CVA
Ceredex Value Advisors
Florida
-$18.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.92M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.26M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$4M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$2.02M +$651K +39,174 +37%
Ameriprise
27
Ameriprise
Minnesota
$1.95M -$57.8K -3,480 -2%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.51M +$34.8K +2,094 +2%
Bank of America
29
Bank of America
North Carolina
$1.45M -$36.5K -2,199 -2%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$1.35M +$10.5K +634 +0.7%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.23M +$19.5K +1,173 +1%
JFG
32
Jefferies Financial Group
New York
$1.22M +$407K +24,507 +38%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.19M +$186K +11,191 +15%
SW
34
SVB Wealth
Massachusetts
$1.16M – – –
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$1.08M -$40.1K -2,411 -3%
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.07M – – –
Macquarie Group
37
Macquarie Group
Australia
$1.05M – – –
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$985K +$991K +59,631 +499%
TA
39
Teton Advisors
New York
$915K – – –
Wells Fargo
40
Wells Fargo
California
$912K +$479K +28,853 +77%
FG
41
Formula Growth
Quebec, Canada
$826K – – –
Norges Bank
42
Norges Bank
Norway
$809K -$1.17M -70,472 -55%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$798K -$21.6K -1,300 -2%
KBC Group
44
KBC Group
Belgium
$712K -$219K -13,168 -20%
TCIM
45
TIAA CREF Investment Management
New York
$700K -$9.39K -565 -1%
MA
46
Mutual Advisors
Nebraska
$696K – – –
TA
47
Teachers Advisors
New York
$688K – – –
IRC
48
Investors Research Corp
Georgia
$604K +$9.97K +600 +1%
SDIC
49
South Dakota Investment Council
South Dakota
$597K – – –
First Trust Advisors
50
First Trust Advisors
Illinois
$593K +$113K +6,804 +19%
1
2
3 4 5

SAH Hedge Fund Activity: Q4 2018 in Review

136 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2018, worth a combined $358M — down 32% from $525M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SAH positions and 8 closed out — a net gain of 12 holders — while 43 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $3.16M. The largest seller was Ceredex Value Advisors, cutting an estimated $18.3M.

  • 136 institutional investors held Sonic Automotive (SAH) as of Q4 2018, up from 124 in Q3 2018.
  • Funds reported $358M of Sonic Automotive stock for Q4 2018, down 32% quarter-over-quarter.
  • 20 funds opened new Sonic Automotive positions in Q4 2018 and 8 closed out, a net change of +12 holders.
  • The largest Sonic Automotive buyer in Q4 2018 was BlackRock, an estimated $3.16M added.
  • The largest Sonic Automotive seller in Q4 2018 was Ceredex Value Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2018.