Sonic Automotive
157 hedge funds and large institutions have $802M invested in Sonic Automotive in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 18 closing their positions.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
4% more funds holding
Funds holding: 151 → 157 (+6)
0.8% more ownership
Funds ownership: 82.35% → 83.15% (+0.8%)
0% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 53
0% less capital invested
Capital invested by funds: $805M → $802M (-$2.44M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$14.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10.4M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$6.74M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$5.24M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Towle & Co
Denver,
Colorado
|
-$17.2M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$13.4M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$9.75M |
| 4 |
Millennium Management
New York
|
-$9.09M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$3.7M |
SAH Hedge Fund Activity: Q4 2019 in Review
157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2019, worth a combined $802M — down 0.3% from $805M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SAH positions and 18 closed out — a net gain of 11 holders — while 53 added to existing stakes and 53 trimmed.
The largest buyer was Prudential Financial, adding an estimated $14.7M. The largest seller was Towle & Co, exiting entirely with an estimated $17.2M sold.
- 157 institutional investors held Sonic Automotive (SAH) as of Q4 2019, up from 151 in Q3 2019.
- Funds reported $802M of Sonic Automotive stock for Q4 2019, down 0.3% quarter-over-quarter.
- 29 funds opened new Sonic Automotive positions in Q4 2019 and 18 closed out, a net change of +11 holders.
- The largest Sonic Automotive buyer in Q4 2019 was Prudential Financial, an estimated $14.7M added.
- The largest Sonic Automotive seller in Q4 2019 was Towle & Co, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2019.