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Sonic Automotive
SAH

136 hedge funds and large institutions have $358M invested in Sonic Automotive in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

10% more funds holding

Funds holding: 124 → 136 (+12)

3.86% less ownership

Funds ownership: 88.45% → 84.59% (-3.9%)

32% less capital invested

Capital invested by funds: $525M → $358M (-$168M)

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $727K

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
43
Reduced
36
Closed
8
Calls
$4K
Puts
$727K
Net Calls
-$723K
Net Calls Change
-$723K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.16M
2
Marshall Wace
Marshall Wace
United Kingdom
+$2.82M
3
O
OppenheimerFunds
New York
+$1.12M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.07M
5
Invesco
Invesco
Georgia
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
CVA
Ceredex Value Advisors
Florida
-$18.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.92M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.26M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$4M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$256K -$3.56K -214 -1%
Citigroup
77
Citigroup
New York
$247K -$68.9K -4,149 -19%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$241K +$6.38K +384 +2%
Barclays
79
Barclays
United Kingdom
$240K -$205K -12,312 -41%
PPCM
80
Pillar Pacific Capital Management
California
$226K – – –
SRAM
81
Stone Ridge Asset Management
New York
$224K +$35.5K +2,137 +15%
SSA
82
Schonfeld Strategic Advisors
New York
$223K +$269K +16,209 New
TPSF
83
Texas Permanent School Fund
Texas
$213K +$10.2K +615 +4%
PI
84
PEAK6 Investments
Illinois
$203K +$245K +14,739 New
AG
85
Aperio Group
California
$194K +$234K +14,071 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$192K +$69.3K +4,173 +43%
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$188K – – –
JP Morgan Chase
88
JP Morgan Chase
New York
$181K -$122K -7,315 -36%
GC
89
Guggenheim Capital
Illinois
$179K -$97.8K -5,888 -31%
AIM
90
Assured Investment Management
New York
$179K +$216K +13,020 New
UBS AM
91
UBS AM
Illinois
$177K – – –
PGIM
92
Pacific Global Investment Management
California
$165K – – –
LCM
93
Laurion Capital Management
New York
$165K +$199K +11,995 New
CBOA
94
Commonwealth Bank of Australia
Australia
$158K – – –
HW
95
Hancock Whitney
Mississippi
$154K -$32.8K -1,975 -15%
GCP
96
GSA Capital Partners
United Kingdom
$150K +$181K +10,920 New
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$149K -$39.8K -2,396 -18%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$147K – – –
MIM
99
MetLife Investment Management
New Jersey
$130K – – –
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$124K +$149K +8,996 New
2 3
4
5 6

SAH Hedge Fund Activity: Q4 2018 in Review

136 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2018, worth a combined $358M — down 32% from $525M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SAH positions and 8 closed out — a net gain of 12 holders — while 43 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $3.16M. The largest seller was Ceredex Value Advisors, cutting an estimated $18.3M.

  • 136 institutional investors held Sonic Automotive (SAH) as of Q4 2018, up from 124 in Q3 2018.
  • Funds reported $358M of Sonic Automotive stock for Q4 2018, down 32% quarter-over-quarter.
  • 20 funds opened new Sonic Automotive positions in Q4 2018 and 8 closed out, a net change of +12 holders.
  • The largest Sonic Automotive buyer in Q4 2018 was BlackRock, an estimated $3.16M added.
  • The largest Sonic Automotive seller in Q4 2018 was Ceredex Value Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2018.