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Sonic Automotive
SAH

149 hedge funds and large institutions have $578M invested in Sonic Automotive in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

659% more call options, than puts

Call options by funds: $205K | Put options by funds: $27K

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

3% more funds holding

Funds holding: 145 → 149 (+4)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

1.1% less ownership

Funds ownership: 88.76% → 87.66% (-1.1%)

13% less capital invested

Capital invested by funds: $668M → $578M (-$90.1M)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
46
Reduced
48
Closed
18
Calls
$205K
Puts
$27K
Net Calls
+$178K
Net Calls Change
+$842K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$80M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.49M
3
Norges Bank
Norges Bank
Norway
+$6.25M
4
LSV Asset Management
LSV Asset Management
Illinois
+$5.97M
5
Millennium Management
Millennium Management
New York
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
LCP
Lombardia Capital Partners
California
-$12.8M
2
HA
Heartland Advisors
Wisconsin
-$10.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.65M
4
PAM
Panagora Asset Management
Massachusetts
-$5.07M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$561K -$2.58M -115,702 -81%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$555K +$508K +22,766 +465%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$545K +$22.3K +1,000 +4%
GCP
79
GSA Capital Partners
United Kingdom
$506K -$636K -28,500 -53%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$497K +$38.4K +1,721 +7%
VRS
81
Virginia Retirement Systems
Virginia
$469K +$522K +23,400 New
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$447K +$59.4K +2,660 +14%
USAA
83
United Services Automobile Association
Texas
$436K +$486K +21,770 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$431K +$10.5K +469 +2%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$420K – – –
TPSF
86
Texas Permanent School Fund
Texas
$382K -$2.95K -132 -0.7%
SCA
87
Secor Capital Advisors
New York
$380K -$58.1K -2,603 -12%
Public Sector Pension Investment Board (PSP Investments)
88
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$378K – – –
AIG
89
American International Group
New York
$345K -$67.1K -3,005 -15%
PPCM
90
Pillar Pacific Capital Management
California
$330K -$8.93K -400 -2%
CAM
91
Capstone Asset Management
Texas
$319K -$20.3K -910 -5%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$300K +$16.1K +720 +5%
GC
93
Globeflex Capital
California
$288K +$320K +14,349 New
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$285K – – –
SCM
95
Stevens Capital Management
Pennsylvania
$285K +$317K +14,214 New
ASRS
96
Arizona State Retirement System
Arizona
$275K +$4.46K +200 +1%
FA
97
FDx Advisors
Illinois
$268K -$2.48K -111 -0.8%
ONB
98
Old National Bancorp
Indiana
$268K -$2.48K -111 -0.8%
Arrowstreet Capital
99
Arrowstreet Capital
Massachusetts
$260K +$289K +12,965 New
PAM
100
Panagora Asset Management
Massachusetts
$259K -$5.07M -227,312 -95%
2 3
4
5 6

SAH Hedge Fund Activity: Q1 2017 in Review

149 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2017, worth a combined $578M — down 13% from $668M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SAH positions and 18 closed out — a net gain of 9 holders — while 46 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $80M. The largest seller was Lombardia Capital Partners, cutting an estimated $12.8M.

  • 149 institutional investors held Sonic Automotive (SAH) as of Q1 2017, up from 145 in Q4 2016.
  • Funds reported $578M of Sonic Automotive stock for Q1 2017, down 13% quarter-over-quarter.
  • 27 funds opened new Sonic Automotive positions in Q1 2017 and 18 closed out, a net change of +9 holders.
  • The largest Sonic Automotive buyer in Q1 2017 was BlackRock, an estimated $80M added.
  • The largest Sonic Automotive seller in Q1 2017 was Lombardia Capital Partners, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2017.