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Sonic Automotive
SAH

136 hedge funds and large institutions have $358M invested in Sonic Automotive in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

10% more funds holding

Funds holding: 124 → 136 (+12)

3.86% less ownership

Funds ownership: 88.45% → 84.59% (-3.9%)

32% less capital invested

Capital invested by funds: $525M → $358M (-$168M)

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $727K

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
43
Reduced
36
Closed
8
Calls
$4K
Puts
$727K
Net Calls
-$723K
Net Calls Change
-$723K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.16M
2
Marshall Wace
Marshall Wace
United Kingdom
+$2.82M
3
O
OppenheimerFunds
New York
+$1.12M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.07M
5
Invesco
Invesco
Georgia
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
CVA
Ceredex Value Advisors
Florida
-$18.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.92M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.26M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$4M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Globeflex Capital
California
$583K – – –
SO
52
STRS Ohio
Ohio
$575K +$76.4K +4,600 +12%
Swiss National Bank
53
Swiss National Bank
Switzerland
$560K -$73.1K -4,400 -10%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$560K +$66.8K +4,017 +11%
Brown Advisory
55
Brown Advisory
Maryland
$532K – – –
ASRS
56
Arizona State Retirement System
Arizona
$501K +$35.9K +2,158 +6%
MERSOM
57
Municipal Employees' Retirement System of Michigan
Michigan
$489K +$590K +35,520 New
EGM
58
Engineers Gate Manager
New York
$464K +$561K +33,751 New
Canada Life
59
Canada Life
Manitoba, Canada
$459K +$131K +7,857 +28%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$458K +$380K +22,849 +220%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$455K -$99.7K -6,000 -15%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$450K -$29.8K -1,794 -5%
CS
63
Credit Suisse
Switzerland
$386K +$185K +11,104 +66%
CGH
64
Crossmark Global Holdings
Texas
$385K +$132K +7,930 +40%
Deutsche Bank
65
Deutsche Bank
Germany
$384K -$1.64M -98,740 -78%
SCA
66
Secor Capital Advisors
New York
$381K +$460K +27,677 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$361K +$41.5K +2,500 +11%
Comerica Bank
68
Comerica Bank
Texas
$350K -$3.69K -222 -1%
DTL
69
Dynamic Technology Lab
Singapore
$330K +$399K +24,026 New
B
70
Bailard
California
$307K – – –
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$299K – – –
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$286K +$9.79K +589 +3%
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$285K +$71.5K +4,300 +26%
SIM
74
Spark Investment Management
New York
$268K +$324K +19,500 New
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$263K +$109K +6,544 +52%
1 2
3
4 5

SAH Hedge Fund Activity: Q4 2018 in Review

136 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2018, worth a combined $358M — down 32% from $525M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SAH positions and 8 closed out — a net gain of 12 holders — while 43 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $3.16M. The largest seller was Ceredex Value Advisors, cutting an estimated $18.3M.

  • 136 institutional investors held Sonic Automotive (SAH) as of Q4 2018, up from 124 in Q3 2018.
  • Funds reported $358M of Sonic Automotive stock for Q4 2018, down 32% quarter-over-quarter.
  • 20 funds opened new Sonic Automotive positions in Q4 2018 and 8 closed out, a net change of +12 holders.
  • The largest Sonic Automotive buyer in Q4 2018 was BlackRock, an estimated $3.16M added.
  • The largest Sonic Automotive seller in Q4 2018 was Ceredex Value Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2018.