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Sonic Automotive
SAH

180 hedge funds and large institutions have $1.05B invested in Sonic Automotive in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $889K | Put options by funds: $282K

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more funds holding

Funds holding: 179 → 180 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.77% less ownership

Funds ownership: 80.35% → 79.58% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

9% less capital invested

Capital invested by funds: $1.16B → $1.05B (-$106M)

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
60
Reduced
66
Closed
25
Calls
$889K
Puts
$282K
Net Calls
+$607K
Net Calls Change
-$686K

Top Buyers

Rank Fund Capital Flow
1
SCM
SG Capital Management
Illinois
+$10.3M
2
ER
EVR Research
Virginia
+$6.8M
3
WHG
Westwood Holdings Group
Texas
+$6.24M
4
State Street
State Street
Massachusetts
+$5.45M
5
MOACM
Mutual of America Capital Management
New York
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.52M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.02M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$4.87M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$8.92M +$773K +15,926 +9%
Citadel Advisors
27
Citadel Advisors
Florida
$8.56M -$21.3M -439,013 -70%
N
28
Nuveen
North Carolina
$7.88M -$712K -14,676 -8%
BCM
29
Bridgeway Capital Management
Texas
$7.74M -$2.43M -50,000 -22%
RA
30
Royce & Associates
New York
$6.94M -$3.59M -73,900 -32%
Goldman Sachs
31
Goldman Sachs
New York
$6.91M -$4.02M -82,749 -35%
GLA
32
Great Lakes Advisors
Illinois
$6.25M +$17.5K +360 +0.3%
Ameriprise
33
Ameriprise
Minnesota
$6.09M +$649K +13,378 +11%
PPA
34
Parametric Portfolio Associates
Washington
$5.42M +$292K +6,016 +5%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$4.54M -$147K -3,036 -3%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.33M +$536K +11,052 +13%
Bank of America
37
Bank of America
North Carolina
$4.23M -$2.34M -48,240 -34%
CC
38
Clearline Capital
New York
$3.92M +$4.25M +87,626 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.85M -$245K -5,038 -6%
FG
40
Formula Growth
Quebec, Canada
$3.58M – – –
CM
41
Crestline Management
Texas
$3.26M +$3.53M +72,800 New
CCM
42
Callodine Capital Management
Massachusetts
$3.09M +$3.35M +69,117 New
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$3.02M -$459K -9,459 -12%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$2.99M +$1.22M +25,200 +61%
Barclays
45
Barclays
United Kingdom
$2.85M +$849K +17,496 +38%
Wells Fargo
46
Wells Fargo
California
$2.85M -$531K -10,932 -15%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$2.85M +$3.09M +63,586 New
Two Sigma Investments
48
Two Sigma Investments
New York
$2.62M +$57.8K +1,190 +2%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.61M – – –
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.48M +$371K +7,642 +16%
1
2
3 4 5

SAH Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q2 2021, worth a combined $1.05B — down 9.1% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SAH positions and 25 closed out — a net gain of 2 holders — while 60 added to existing stakes and 66 trimmed.

The largest buyer was SG Capital Management, opening a new position worth an estimated $10.3M. The largest seller was Citadel Advisors, cutting an estimated $21.3M.

  • 180 institutional investors held Sonic Automotive (SAH) as of Q2 2021, up from 179 in Q1 2021.
  • Funds reported $1.05B of Sonic Automotive stock for Q2 2021, down 9.1% quarter-over-quarter.
  • 27 funds opened new Sonic Automotive positions in Q2 2021 and 25 closed out, a net change of +2 holders.
  • The largest Sonic Automotive buyer in Q2 2021 was SG Capital Management, an estimated $10.3M added.
  • The largest Sonic Automotive seller in Q2 2021 was Citadel Advisors, an estimated $21.3M sold.

Based on aggregated 13F filings for Q2 2021.