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Sonic Automotive

199 hedge funds and large institutions have $892M invested in Sonic Automotive in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $8.24M | Put options by funds: $3.69M

6.43% more ownership

Funds ownership: 75.67%82.1% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0% less capital invested

Capital invested by funds: $893M → $892M (-$924K)

1% less funds holding

Funds holding: 200199 (-1)

47% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 86

Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
46
Reduced
86
Closed
29
Calls
$8.24M
Puts
$3.69M
Net Calls
+$4.55M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$9.71M -$62.3K -1,302 -0.7%
JP Morgan Chase
27
JP Morgan Chase
New York
$8.1M -$160K -3,341 -2%
JGC
28
J. Goldman & Co
New York
$6.98M -$5.03M -105,040 -43%
RA
29
Royce & Associates
New York
$6.86M -$4.38M -91,402 -40%
Squarepoint
30
Squarepoint
New York
$6.31M -$164K -3,420 -3%
DZ Bank
31
DZ Bank
Germany
$5.15M
Principal Financial Group
32
Principal Financial Group
Iowa
$5.03M -$882K -18,430 -15%
Ameriprise
33
Ameriprise
Minnesota
$5M -$448K -9,363 -8%
QC
34
Quantedge Capital
Singapore
$4.92M +$3.86M +80,700 +423%
Citadel Advisors
35
Citadel Advisors
Florida
$4.25M +$3.03M +63,255 +274%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$4.13M -$82.6K -1,725 -2%
HF
37
HRT Financial
New York
$4.02M +$3.91M +81,686 New
FG
38
Formula Growth
Quebec, Canada
$3.94M
Marshall Wace
39
Marshall Wace
United Kingdom
$3.24M +$1.49M +31,189 +90%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$3.12M -$167K -3,497 -5%
Bank of America
41
Bank of America
North Carolina
$3.08M -$1.56M -32,656 -34%
N
42
Nuveen
North Carolina
$3.06M -$610K -12,745 -17%
SRAM
43
Spouting Rock Asset Management
Pennsylvania
$2.99M +$479 +10 +0%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.74M -$144K -3,014 -5%
E
45
Ergoteles
New York
$2.73M +$2.66M +55,497 New
AQR Capital Management
46
AQR Capital Management
Connecticut
$2.71M +$1.35M +28,195 +105%
Deutsche Bank
47
Deutsche Bank
Germany
$2.51M -$3.06M -63,895 -56%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.41M
Victory Capital Management
49
Victory Capital Management
Texas
$2.33M +$1.01M +21,003 +80%
Legal & General Group
50
Legal & General Group
United Kingdom
$2.24M -$143K -2,977 -6%

SAH Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2022, worth a combined $892M — down 0.1% from $893M a quarter earlier.

Fund positioning in SAH was balanced in Q4 2022: 29 funds opened new positions, 29 closed out, 46 added to existing stakes and 86 trimmed.

The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $12.8M. The largest seller was BlackRock, cutting an estimated $19.1M.

  • 199 institutional investors held Sonic Automotive (SAH) as of Q4 2022, down from 200 in Q3 2022.
  • Funds reported $892M of Sonic Automotive stock for Q4 2022, down 0.1% quarter-over-quarter.
  • 29 funds opened new Sonic Automotive positions in Q4 2022 and 29 closed out, a net change of 0 holders.
  • The largest Sonic Automotive buyer in Q4 2022 was Intrinsic Edge Capital Management, an estimated $12.8M added.
  • The largest Sonic Automotive seller in Q4 2022 was BlackRock, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2022.