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Sonic Automotive
SAH

128 hedge funds and large institutions have $388M invested in Sonic Automotive in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

8% more capital invested

Capital invested by funds: $358M → $388M (+$30.3M)

0% less ownership

Funds ownership: 84.59% → 84.59% (-0%)

6% less funds holding

Funds holding: 136 → 128 (-8)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $407K

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
45
Reduced
40
Closed
14
Calls
$4K
Puts
$407K
Net Calls
-$403K
Net Calls Change
+$320K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.8M
2
Millennium Management
Millennium Management
New York
+$4.19M
3
BlackRock
BlackRock
New York
+$3.85M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.94M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
CVA
Ceredex Value Advisors
Florida
-$7.75M
2
Charles Schwab
Charles Schwab
California
-$6.18M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$1.35M
4
State Street
State Street
Massachusetts
-$1.19M
5
LSV Asset Management
LSV Asset Management
Illinois
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.83M +$864K +57,619 +87%
Bank of America
27
Bank of America
North Carolina
$1.61M +$51.6K +3,436 +3%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$1.48M -$697K -46,468 -32%
Citadel Advisors
29
Citadel Advisors
Florida
$1.45M -$1.09M -72,532 -43%
Marshall Wace
30
Marshall Wace
United Kingdom
$1.45M -$1.08M -71,962 -42%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.34M +$7.07K +471 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.29M +$441K +29,400 +51%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.27M -$7.92K -528 -0.6%
SW
34
SVB Wealth
Massachusetts
$1.25M – – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.17M -$455K -30,317 -28%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$1.16M -$1.5K -100 -0.1%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.15M – – –
Macquarie Group
38
Macquarie Group
Australia
$1.13M – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$994K +$798K +53,191 +380%
TA
40
Teton Advisors
New York
$985K – – –
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$970K -$91.7K -6,115 -9%
JFG
42
Jefferies Financial Group
New York
$965K -$356K -23,761 -27%
FG
43
Formula Growth
Quebec, Canada
$889K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$870K +$461K +30,739 +109%
TCIM
45
TIAA CREF Investment Management
New York
$807K +$54.1K +3,604 +7%
MA
46
Mutual Advisors
Nebraska
$749K – – –
GC
47
Globeflex Capital
California
$741K +$115K +7,635 +18%
TA
48
Teachers Advisors
New York
$740K – – –
SO
49
STRS Ohio
Ohio
$664K +$46.5K +3,100 +7%
First Trust Advisors
50
First Trust Advisors
Illinois
$651K +$13.3K +885 +2%
1
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SAH Hedge Fund Activity: Q1 2019 in Review

128 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2019, worth a combined $388M — up 8.5% from $358M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SAH and 6 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 45 added.

The largest buyer was Vanguard Group, adding an estimated $4.8M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $7.75M sold.

  • 128 institutional investors held Sonic Automotive (SAH) as of Q1 2019, down from 136 in Q4 2018.
  • Funds reported $388M of Sonic Automotive stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 6 funds opened new Sonic Automotive positions in Q1 2019 and 14 closed out, a net change of -8 holders.
  • The largest Sonic Automotive buyer in Q1 2019 was Vanguard Group, an estimated $4.8M added.
  • The largest Sonic Automotive seller in Q1 2019 was Ceredex Value Advisors, an estimated $7.75M sold.

Based on aggregated 13F filings for Q1 2019.