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Sonic Automotive
SAH

142 hedge funds and large institutions have $337M invested in Sonic Automotive in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $572K

0.56% less ownership

Funds ownership: 83.15% → 82.59% (-0.56%)

10% less funds holding

Funds holding: 157 → 142 (-15)

11% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 53

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

58% less capital invested

Capital invested by funds: $802M → $337M (-$465M)

Holders
142
Holders Change
-15
Holders Change %
-9.55%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
47
Reduced
53
Closed
34
Calls
$1.25M
Puts
$572K
Net Calls
+$681K
Net Calls Change
+$104K

Top Buyers

Rank Fund Capital Flow
1
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$12.2M
2
TC
Towle & Co
Colorado
+$12.1M
3
Goldman Sachs
Goldman Sachs
New York
+$8.1M
4
HA
Heartland Advisors
Wisconsin
+$8.03M
5
Morgan Stanley
Morgan Stanley
New York
+$4.37M

Top Sellers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$20M
2
Invesco
Invesco
Georgia
-$10.8M
3
BlackRock
BlackRock
New York
-$5.07M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.19M
5
MSL
Mackay Shields LLC
New York
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$2.11M -$2.15M -82,594 -34%
GIM
27
Granahan Investment Management
Massachusetts
$2.03M +$3.99M +153,035 New
Marshall Wace
28
Marshall Wace
United Kingdom
$1.83M +$3.59M +137,522 New
PPA
29
Parametric Portfolio Associates
Washington
$1.72M -$1.95M -74,799 -37%
Citadel Advisors
30
Citadel Advisors
Florida
$1.72M +$1.21M +46,516 +56%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.51M +$1.06M +40,573 +55%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.47M +$2.51M +96,218 +650%
PAM
33
Panagora Asset Management
Massachusetts
$1.46M -$2.98M -114,388 -51%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.37M +$150K +5,766 +6%
FG
35
Formula Growth
Quebec, Canada
$1.06M +$522K +20,000 +33%
MWNA
36
Marshall Wace North America
New York
$1.03M +$2.02M +77,395 New
Macquarie Group
37
Macquarie Group
Australia
$1.01M – – –
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$956K -$124K -4,756 -6%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$928K -$130K -5,000 -7%
ZCM
40
Ziegler Capital Management
Illinois
$909K +$1.79M +68,438 New
Legal & General Group
41
Legal & General Group
United Kingdom
$901K -$469 -18 -0%
DA
42
Denali Advisors
California
$892K +$15.7K +600 +0.9%
State of New Jersey Common Pension Fund D
43
State of New Jersey Common Pension Fund D
New Jersey
$890K – – –
CSS
44
Cubist Systematic Strategies
Connecticut
$856K +$103K +3,951 +7%
PP
45
PDT Partners
New York
$841K +$822K +31,500 +99%
GC
46
Globeflex Capital
California
$824K -$314K -12,054 -16%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$815K +$10.4K +400 +0.7%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$776K – – –
Wells Fargo
49
Wells Fargo
California
$770K +$217K +8,321 +17%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$745K -$913K -35,023 -38%
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SAH Hedge Fund Activity: Q1 2020 in Review

142 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2020, worth a combined $337M — down 58% from $802M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SAH and 21 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 47 added.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $12.2M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $20M sold.

  • 142 institutional investors held Sonic Automotive (SAH) as of Q1 2020, down from 157 in Q4 2019.
  • Funds reported $337M of Sonic Automotive stock for Q1 2020, down 58% quarter-over-quarter.
  • 21 funds opened new Sonic Automotive positions in Q1 2020 and 34 closed out, a net change of -13 holders.
  • The largest Sonic Automotive buyer in Q1 2020 was Philadelphia Financial Management of San Francisco, an estimated $12.2M added.
  • The largest Sonic Automotive seller in Q1 2020 was Loomis, Sayles & Company, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2020.