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Sonic Automotive
SAH

196 hedge funds and large institutions have $919M invested in Sonic Automotive in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,571% more call options, than puts

Call options by funds: $5.95M | Put options by funds: $162K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

25% more capital invested

Capital invested by funds: $735M → $919M (+$183M)

9.05% more ownership

Funds ownership: 65.7% → 74.76% (+9.1%)

8% more funds holding

Funds holding: 181 → 196 (+15)

45% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 88

Holders
196
Holders Change
+15
Holders Change %
+8.29%
% of All Funds
2.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
48
Reduced
88
Closed
21
Calls
$5.95M
Puts
$162K
Net Calls
+$5.79M
Net Calls Change
+$5.59M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29.3M
2
WHG
Westwood Holdings Group
Texas
+$28M
3
Millennium Management
Millennium Management
New York
+$16.1M
4
CCPM
Cooper Creek Partners Management
New York
+$12.9M
5
JGC
J. Goldman & Co
New York
+$3.82M

Top Sellers

Rank Fund Capital Flow
1
MOACM
Mutual of America Capital Management
New York
-$9.75M
2
BCM
Bridgeway Capital Management
Texas
-$8.96M
3
TCA
Teewinot Capital Advisers
New York
-$4.93M
4
American Century Companies
American Century Companies
Missouri
-$4.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHAM
26
HITE Hedge Asset Management
Massachusetts
$4.17M -$1.8M -35,973 -33%
Citadel Advisors
27
Citadel Advisors
Florida
$4.07M -$4.56M -91,080 -56%
Ohio Public Employees Retirement System (OPERS)
28
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.57M +$1.69M +33,663 +113%
Bank of America
29
Bank of America
North Carolina
$3.48M +$63.4K +1,265 +2%
FG
30
Formula Growth
Quebec, Canada
$3.42M – – –
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$3.27M +$1.77M +35,420 +156%
EGM
32
Engineers Gate Manager
New York
$3.26M +$2.12M +42,402 +271%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$2.91M -$293K -5,844 -10%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.89M -$154K -3,080 -6%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$2.88M +$2.13M +42,606 +490%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.45M -$108K -2,162 -5%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$2.43M +$1.2M +24,021 +125%
AG
38
Algert Global
California
$2.39M +$633K +12,630 +42%
TCA
39
Teewinot Capital Advisers
New York
$2.21M -$4.93M -98,430 -71%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$2.15M +$1.14M +22,853 +149%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$1.92M +$1.71M +34,109 New
GC
42
Guggenheim Capital
Illinois
$1.91M +$1.71M +34,058 New
Two Sigma Advisers
43
Two Sigma Advisers
New York
$1.88M +$1.24M +24,800 +285%
PP
44
PDT Partners
New York
$1.88M – – –
Jane Street
45
Jane Street
New York
$1.85M +$608K +12,147 +59%
HF
46
HRT Financial
New York
$1.77M +$1.58M +31,591 New
JF
47
Jump Financial
Illinois
$1.77M +$683K +13,633 +76%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$1.77M +$1.58M +31,482 New
Squarepoint
49
Squarepoint
New York
$1.76M +$1.09M +21,774 +230%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$1.76M -$201K -4,005 -11%
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SAH Hedge Fund Activity: Q4 2023 in Review

196 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2023, worth a combined $919M — up 25% from $735M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SAH positions and 21 closed out — a net gain of 16 holders — while 48 added to existing stakes and 88 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.3M. The largest seller was Mutual of America Capital Management, exiting entirely with an estimated $9.75M sold.

  • 196 institutional investors held Sonic Automotive (SAH) as of Q4 2023, up from 181 in Q3 2023.
  • Funds reported $919M of Sonic Automotive stock for Q4 2023, up 25% quarter-over-quarter.
  • 37 funds opened new Sonic Automotive positions in Q4 2023 and 21 closed out, a net change of +16 holders.
  • The largest Sonic Automotive buyer in Q4 2023 was Morgan Stanley, an estimated $29.3M added.
  • The largest Sonic Automotive seller in Q4 2023 was Mutual of America Capital Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q4 2023.