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Sonic Automotive
SAH

208 hedge funds and large institutions have $1.26B invested in Sonic Automotive in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

40% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $2.84M

20% more capital invested

Capital invested by funds: $1.05B → $1.26B (+$206M)

16% more funds holding

Funds holding: 180 → 208 (+28)

1.05% more ownership

Funds ownership: 79.58% → 80.63% (+1.1%)

31% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 80

Holders
208
Holders Change
+28
Holders Change %
+15.56%
% of All Funds
3.64%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
43
Increased
55
Reduced
80
Closed
15
Calls
$3.98M
Puts
$2.84M
Net Calls
+$1.15M
Net Calls Change
+$540K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$13.6M
2
IECM
Intrinsic Edge Capital Management
Illinois
+$11.9M
3
TCA
Teewinot Capital Advisers
New York
+$9.56M
4
FA
Friess Associates
Delaware
+$7.38M
5
CCM
Callodine Capital Management
Massachusetts
+$6.38M

Top Sellers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
-$16.1M
2
Victory Capital Management
Victory Capital Management
Texas
-$14.7M
3
SCM
SG Capital Management
Illinois
-$9.48M
4
State Street
State Street
Massachusetts
-$6M
5
LSV Asset Management
LSV Asset Management
Illinois
-$5.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$3.21M +$515K +10,166 +20%
LCG
52
Luxor Capital Group
New York
$3.15M +$3.04M +60,000 New
AIMCA
53
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.07M – – –
HF
54
HRT Financial
New York
$3.02M +$2.25M +44,342 +335%
Federated Hermes
55
Federated Hermes
Pennsylvania
$2.92M +$247K +4,871 +10%
Legal & General Group
56
Legal & General Group
United Kingdom
$2.87M +$19.4K +383 +0.7%
Ensign Peak Advisors
57
Ensign Peak Advisors
Utah
$2.83M – – –
Allianz Asset Management
58
Allianz Asset Management
Germany
$2.72M +$2.62M +51,794 New
CSS
59
Cubist Systematic Strategies
Connecticut
$2.66M +$1.44M +28,514 +129%
Barclays
60
Barclays
United Kingdom
$2.65M -$678K -13,372 -21%
Swiss National Bank
61
Swiss National Bank
Switzerland
$2.57M – – –
Marshall Wace
62
Marshall Wace
United Kingdom
$2.55M +$2.46M +48,595 New
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$2.44M -$46K -907 -2%
MWNA
64
Marshall Wace North America
New York
$2.35M +$2.27M +44,745 New
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$2.29M +$385K +7,597 +21%
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.24M -$654K -12,902 -23%
Axa
67
Axa
France
$2.21M +$1.1M +21,800 +108%
ECM
68
ExodusPoint Capital Management
New York
$2.08M +$796K +15,713 +66%
AllianceBernstein
69
AllianceBernstein
Tennessee
$2.04M -$119K -2,350 -6%
Deutsche Bank
70
Deutsche Bank
Germany
$2M +$865K +17,071 +82%
PP
71
PDT Partners
New York
$1.97M – – –
CS
72
Credit Suisse
Switzerland
$1.94M +$470K +9,280 +34%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$1.93M -$188K -3,705 -9%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$1.92M +$377K +7,450 +26%
ZCM
75
Ziegler Capital Management
Illinois
$1.82M -$61.4K -1,212 -3%
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3
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SAH Hedge Fund Activity: Q3 2021 in Review

208 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q3 2021, worth a combined $1.26B — up 20% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SAH positions and 15 closed out — a net gain of 28 holders — while 55 added to existing stakes and 80 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.6M. The largest seller was Westwood Holdings Group, cutting an estimated $16.1M.

  • 208 institutional investors held Sonic Automotive (SAH) as of Q3 2021, up from 180 in Q2 2021.
  • Funds reported $1.26B of Sonic Automotive stock for Q3 2021, up 20% quarter-over-quarter.
  • 43 funds opened new Sonic Automotive positions in Q3 2021 and 15 closed out, a net change of +28 holders.
  • The largest Sonic Automotive buyer in Q3 2021 was Millennium Management, an estimated $13.6M added.
  • The largest Sonic Automotive seller in Q3 2021 was Westwood Holdings Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2021.