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Sonic Automotive

199 hedge funds and large institutions have $892M invested in Sonic Automotive in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $8.24M | Put options by funds: $3.69M

6.43% more ownership

Funds ownership: 75.67%82.1% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0% less capital invested

Capital invested by funds: $893M → $892M (-$924K)

1% less funds holding

Funds holding: 200199 (-1)

47% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 86

Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
46
Reduced
86
Closed
29
Calls
$8.24M
Puts
$3.69M
Net Calls
+$4.55M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$2.14M +$1.1M +23,018 +113%
TC
52
TwinBeech Capital
New York
$2.07M +$882K +18,419 +78%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$1.94M -$55.4K -1,158 -3%
GCM
54
Graham Capital Management
Connecticut
$1.89M +$322K +6,730 +21%
AIMCA
55
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.88M -$967K -20,200 -35%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.77M +$1.72M +35,891 New
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$1.75M +$855K +17,854 +101%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.65M -$12.1K -253 -0.8%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M -$171K -3,580 -11%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$1.48M +$464K +9,695 +47%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$1.43M -$1.18M -24,584 -46%
UBS Group
62
UBS Group
Switzerland
$1.41M +$1.22M +25,561 +861%
WAM
63
Wolverine Asset Management
Illinois
$1.38M
RJA
64
Raymond James & Associates
Florida
$1.26M -$383 -8 -0%
UBS AM
65
UBS AM
Illinois
$1.25M +$53K +1,107 +5%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.23M -$34.3K -716 -3%
Barclays
67
Barclays
United Kingdom
$1.22M -$262K -5,471 -18%
Canada Life
68
Canada Life
Manitoba, Canada
$1.22M -$39.4K -824 -3%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$1.22M +$406K +8,475 +52%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.18M +$1.15M +24,000 New
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$1.17M -$415K -8,663 -27%
CS
72
Credit Suisse
Switzerland
$1.09M -$99.8K -2,084 -9%
CSS
73
Cubist Systematic Strategies
Connecticut
$1.02M -$1.96M -40,911 -66%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$906K -$865K -18,070 -50%
NAM
75
NorthCrest Asset Manangement
Minnesota
$897K +$9.57K +200 +1%

SAH Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2022, worth a combined $892M — down 0.1% from $893M a quarter earlier.

Fund positioning in SAH was balanced in Q4 2022: 29 funds opened new positions, 29 closed out, 46 added to existing stakes and 86 trimmed.

The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $12.8M. The largest seller was BlackRock, cutting an estimated $19.1M.

  • 199 institutional investors held Sonic Automotive (SAH) as of Q4 2022, down from 200 in Q3 2022.
  • Funds reported $892M of Sonic Automotive stock for Q4 2022, down 0.1% quarter-over-quarter.
  • 29 funds opened new Sonic Automotive positions in Q4 2022 and 29 closed out, a net change of 0 holders.
  • The largest Sonic Automotive buyer in Q4 2022 was Intrinsic Edge Capital Management, an estimated $12.8M added.
  • The largest Sonic Automotive seller in Q4 2022 was BlackRock, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2022.