Sonic Automotive
152 hedge funds and large institutions have $856M invested in Sonic Automotive in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 15 closing their positions.
8,543% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $35K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
16% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 49
3% more funds holding
Funds holding: 147 → 152 (+5)
0.24% less ownership
Funds ownership: 88.66% → 88.42% (-0.24%)
9% less capital invested
Capital invested by funds: $937M → $856M (-$80.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$7.65M |
| 2 |
Morgan Stanley
New York
|
+$6.62M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$6.55M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$5.78M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
-$24.6M |
| 2 |
Goldman Sachs
New York
|
-$18.5M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$5.01M |
| 4 |
LCM
Lakewood Capital Management
New York
|
-$3.4M |
| 5 |
PCM
Piermont Capital Management
St. Louis,
Missouri
|
-$3.01M |
SAH Hedge Fund Activity: Q1 2015 in Review
152 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2015, worth a combined $856M — down 8.6% from $937M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SAH positions and 15 closed out — a net gain of 7 holders — while 57 added to existing stakes and 49 trimmed.
The largest buyer was Heartland Advisors, adding an estimated $7.65M. The largest seller was Glenview Capital Management, cutting an estimated $24.6M.
- 152 institutional investors held Sonic Automotive (SAH) as of Q1 2015, up from 147 in Q4 2014.
- Funds reported $856M of Sonic Automotive stock for Q1 2015, down 8.6% quarter-over-quarter.
- 22 funds opened new Sonic Automotive positions in Q1 2015 and 15 closed out, a net change of +7 holders.
- The largest Sonic Automotive buyer in Q1 2015 was Heartland Advisors, an estimated $7.65M added.
- The largest Sonic Automotive seller in Q1 2015 was Glenview Capital Management, an estimated $24.6M sold.
Based on aggregated 13F filings for Q1 2015.