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Sonic Automotive
SAH

179 hedge funds and large institutions have $1.16B invested in Sonic Automotive in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $714K

23% more capital invested

Capital invested by funds: $940M → $1.16B (+$217M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.82% less ownership

Funds ownership: 81.17% → 80.35% (-0.82%)

3% less funds holding

Funds holding: 184 → 179 (-5)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

28% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 74

Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
53
Reduced
74
Closed
28
Calls
$2.01M
Puts
$714K
Net Calls
+$1.29M
Net Calls Change
+$1.24M

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$46.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$12.5M
3
BlackRock
BlackRock
New York
+$10.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.09M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$8.42M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$35.5M
2
Goldman Sachs
Goldman Sachs
New York
-$20.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$13.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.57M – – –
Federated Hermes
52
Federated Hermes
Pennsylvania
$2.52M -$4.36K -94 -0.2%
CSS
53
Cubist Systematic Strategies
Connecticut
$2.51M -$337K -7,269 -13%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$2.42M -$326K -7,028 -13%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$2.39M -$622K -13,400 -22%
UBS Group
56
UBS Group
Switzerland
$2.39M +$1.11M +23,952 +98%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.37M -$905K -19,503 -29%
Barclays
58
Barclays
United Kingdom
$2.29M +$771K +16,632 +56%
GAM
59
Gotham Asset Management
New York
$2.29M -$1.2M -25,807 -36%
Squarepoint
60
Squarepoint
New York
$2.24M +$503K +10,841 +32%
AQR Capital Management
61
AQR Capital Management
Connecticut
$2.09M +$160K +3,459 +9%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$2.06M +$1.93M +41,592 New
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$2.06M -$440K -9,495 -19%
CS
64
Credit Suisse
Switzerland
$1.89M +$236K +5,089 +15%
PP
65
PDT Partners
New York
$1.85M +$1.73M +37,400 New
Citigroup
66
Citigroup
New York
$1.85M +$583K +12,577 +51%
American Century Companies
67
American Century Companies
Missouri
$1.82M +$317K +6,833 +23%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.81M -$15.4K -333 -0.9%
ZCM
69
Ziegler Capital Management
Illinois
$1.77M -$43.3K -933 -3%
1CM
70
1492 Capital Management
Wisconsin
$1.76M +$240K +5,184 +17%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$1.75M -$4.92K -106 -0.3%
RJA
72
Raymond James & Associates
Florida
$1.71M – – –
CAM
73
Crown Advisors Management
California
$1.49M +$1.39M +30,000 New
Deutsche Bank
74
Deutsche Bank
Germany
$1.25M +$39.9K +860 +4%
Comerica Bank
75
Comerica Bank
Texas
$1.23M -$64.2K -1,385 -5%
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SAH Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2021, worth a combined $1.16B — up 23% from $940M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SAH and 24 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 53 added.

The largest buyer was Westwood Holdings Group, adding an estimated $46.6M. The largest seller was Northern Trust, cutting an estimated $35.5M.

  • 179 institutional investors held Sonic Automotive (SAH) as of Q1 2021, down from 184 in Q4 2020.
  • Funds reported $1.16B of Sonic Automotive stock for Q1 2021, up 23% quarter-over-quarter.
  • 24 funds opened new Sonic Automotive positions in Q1 2021 and 28 closed out, a net change of -4 holders.
  • The largest Sonic Automotive buyer in Q1 2021 was Westwood Holdings Group, an estimated $46.6M added.
  • The largest Sonic Automotive seller in Q1 2021 was Northern Trust, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2021.