We are live on ! Find out more
SAH icon

Sonic Automotive
SAH

128 hedge funds and large institutions have $388M invested in Sonic Automotive in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

8% more capital invested

Capital invested by funds: $358M → $388M (+$30.3M)

0% less ownership

Funds ownership: 84.59% → 84.59% (-0%)

6% less funds holding

Funds holding: 136 → 128 (-8)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $407K

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
45
Reduced
40
Closed
14
Calls
$4K
Puts
$407K
Net Calls
-$403K
Net Calls Change
+$320K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.8M
2
Millennium Management
Millennium Management
New York
+$4.19M
3
BlackRock
BlackRock
New York
+$3.85M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.94M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
CVA
Ceredex Value Advisors
Florida
-$7.75M
2
Charles Schwab
Charles Schwab
California
-$6.18M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$1.35M
4
State Street
State Street
Massachusetts
-$1.19M
5
LSV Asset Management
LSV Asset Management
Illinois
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
51
Investors Research Corp
Georgia
$645K -$6K -400 -0.9%
SDIC
52
South Dakota Investment Council
South Dakota
$643K – – –
KBC Group
53
KBC Group
Belgium
$627K -$140K -9,355 -18%
Swiss National Bank
54
Swiss National Bank
Switzerland
$603K – – –
Brown Advisory
55
Brown Advisory
Maryland
$572K – – –
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$548K -$56K -3,730 -9%
ASRS
57
Arizona State Retirement System
Arizona
$544K +$4.41K +294 +0.8%
MERSOM
58
Municipal Employees' Retirement System of Michigan
Michigan
$526K – – –
SEI Investments
59
SEI Investments
Pennsylvania
$518K +$477K +31,815 +771%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$490K – – –
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$482K -$2.25K -150 -0.5%
Squarepoint
62
Squarepoint
New York
$459K +$465K +30,979 New
Canada Life
63
Canada Life
Manitoba, Canada
$453K -$82.8K -5,520 -15%
CGH
64
Crossmark Global Holdings
Texas
$414K -$300 -20 -0.1%
EGM
65
Engineers Gate Manager
New York
$411K -$89.8K -5,983 -18%
AIM
66
Assured Investment Management
New York
$394K +$204K +13,600 +104%
AllianceBernstein
67
AllianceBernstein
Tennessee
$389K – – –
CS
68
Credit Suisse
Switzerland
$386K -$29.4K -1,959 -7%
Comerica Bank
69
Comerica Bank
Texas
$372K +$10.2K +682 +3%
Barclays
70
Barclays
United Kingdom
$342K +$85.3K +5,686 +33%
B
71
Bailard
California
$330K – – –
Public Sector Pension Investment Board (PSP Investments)
72
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$306K – – –
SIM
73
Spark Investment Management
New York
$288K – – –
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$285K +$1.5K +100 +0.5%
Citigroup
75
Citigroup
New York
$279K +$13.5K +902 +5%
1 2
3
4 5

SAH Hedge Fund Activity: Q1 2019 in Review

128 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2019, worth a combined $388M — up 8.5% from $358M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SAH and 6 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 45 added.

The largest buyer was Vanguard Group, adding an estimated $4.8M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $7.75M sold.

  • 128 institutional investors held Sonic Automotive (SAH) as of Q1 2019, down from 136 in Q4 2018.
  • Funds reported $388M of Sonic Automotive stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 6 funds opened new Sonic Automotive positions in Q1 2019 and 14 closed out, a net change of -8 holders.
  • The largest Sonic Automotive buyer in Q1 2019 was Vanguard Group, an estimated $4.8M added.
  • The largest Sonic Automotive seller in Q1 2019 was Ceredex Value Advisors, an estimated $7.75M sold.

Based on aggregated 13F filings for Q1 2019.