We are live on ! Find out more
SAH icon

Sonic Automotive
SAH

149 hedge funds and large institutions have $578M invested in Sonic Automotive in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

659% more call options, than puts

Call options by funds: $205K | Put options by funds: $27K

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

3% more funds holding

Funds holding: 145 → 149 (+4)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

1.1% less ownership

Funds ownership: 88.76% → 87.66% (-1.1%)

13% less capital invested

Capital invested by funds: $668M → $578M (-$90.1M)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
46
Reduced
48
Closed
18
Calls
$205K
Puts
$27K
Net Calls
+$178K
Net Calls Change
+$842K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$80M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.49M
3
Norges Bank
Norges Bank
Norway
+$6.25M
4
LSV Asset Management
LSV Asset Management
Illinois
+$5.97M
5
Millennium Management
Millennium Management
New York
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
LCP
Lombardia Capital Partners
California
-$12.8M
2
HA
Heartland Advisors
Wisconsin
-$10.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.65M
4
PAM
Panagora Asset Management
Massachusetts
-$5.07M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$1.42M +$109K +4,885 +7%
TA
52
Teton Advisors
New York
$1.33M – – –
CIA
53
Cascade Investment Advisors
Oregon
$1.31M -$63.6K -2,850 -4%
KBC Group
54
KBC Group
Belgium
$1.29M +$259K +11,619 +22%
CIP
55
Convergence Investment Partners
Florida
$1.17M -$378K -16,949 -23%
CS
56
Credit Suisse
Switzerland
$1.1M -$197K -8,814 -14%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.1M -$58K -2,600 -5%
Goldman Sachs
58
Goldman Sachs
New York
$990K -$603K -27,004 -35%
Swiss National Bank
59
Swiss National Bank
Switzerland
$936K – – –
HHC
60
Hutchin Hill Capital
New York
$866K +$964K +43,200 New
FHC
61
First Heartland Consultants
Missouri
$826K – – –
Deutsche Bank
62
Deutsche Bank
Germany
$821K +$177K +7,917 +24%
Hudson Bay Capital Management
63
Hudson Bay Capital Management
Connecticut
$765K +$852K +38,145 New
SG Americas Securities
64
SG Americas Securities
New York
$760K +$240K +10,743 +40%
PI
65
PineBridge Investments
New York
$759K +$274K +12,280 +48%
AllianceBernstein
66
AllianceBernstein
Tennessee
$744K – – –
Canada Life
67
Canada Life
Manitoba, Canada
$721K +$37.4K +1,674 +5%
SO
68
STRS Ohio
Ohio
$709K +$522K +23,400 +195%
LCP
69
Lombardia Capital Partners
California
$689K -$12.8M -571,379 -94%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$656K – – –
SDIC
71
South Dakota Investment Council
South Dakota
$654K – – –
Citigroup
72
Citigroup
New York
$638K -$859K -38,455 -55%
JP Morgan Chase
73
JP Morgan Chase
New York
$632K -$4.78M -213,912 -87%
State of New Jersey Common Pension Fund D
74
State of New Jersey Common Pension Fund D
New Jersey
$602K -$558K -25,000 -45%
Comerica Bank
75
Comerica Bank
Texas
$596K +$22.6K +1,011 +4%
1 2
3
4 5

SAH Hedge Fund Activity: Q1 2017 in Review

149 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2017, worth a combined $578M — down 13% from $668M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SAH positions and 18 closed out — a net gain of 9 holders — while 46 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $80M. The largest seller was Lombardia Capital Partners, cutting an estimated $12.8M.

  • 149 institutional investors held Sonic Automotive (SAH) as of Q1 2017, up from 145 in Q4 2016.
  • Funds reported $578M of Sonic Automotive stock for Q1 2017, down 13% quarter-over-quarter.
  • 27 funds opened new Sonic Automotive positions in Q1 2017 and 18 closed out, a net change of +9 holders.
  • The largest Sonic Automotive buyer in Q1 2017 was BlackRock, an estimated $80M added.
  • The largest Sonic Automotive seller in Q1 2017 was Lombardia Capital Partners, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2017.