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Sonic Automotive
SAH

142 hedge funds and large institutions have $337M invested in Sonic Automotive in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $572K

0.56% less ownership

Funds ownership: 83.15% → 82.59% (-0.56%)

10% less funds holding

Funds holding: 157 → 142 (-15)

11% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 53

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

58% less capital invested

Capital invested by funds: $802M → $337M (-$465M)

Holders
142
Holders Change
-15
Holders Change %
-9.55%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
47
Reduced
53
Closed
34
Calls
$1.25M
Puts
$572K
Net Calls
+$681K
Net Calls Change
+$104K

Top Buyers

Rank Fund Capital Flow
1
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$12.2M
2
TC
Towle & Co
Colorado
+$12.1M
3
Goldman Sachs
Goldman Sachs
New York
+$8.1M
4
HA
Heartland Advisors
Wisconsin
+$8.03M
5
Morgan Stanley
Morgan Stanley
New York
+$4.37M

Top Sellers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$20M
2
Invesco
Invesco
Georgia
-$10.8M
3
BlackRock
BlackRock
New York
-$5.07M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.19M
5
MSL
Mackay Shields LLC
New York
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$401K +$3.31K +127 +0.4%
VRS
77
Virginia Retirement Systems
Virginia
$388K +$561K +21,500 +279%
Deutsche Bank
78
Deutsche Bank
Germany
$370K +$259K +9,920 +55%
Allianz Asset Management
79
Allianz Asset Management
Germany
$368K +$723K +27,731 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$326K -$1.23M -47,252 -66%
SEI Investments
81
SEI Investments
Pennsylvania
$324K -$448K -17,171 -40%
UBS AM
82
UBS AM
Illinois
$319K -$94.5K -3,622 -13%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$307K +$100K +3,843 +20%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$289K +$91.2K +3,495 +19%
Millennium Management
85
Millennium Management
New York
$276K -$80.8K -3,098 -13%
TPSF
86
Texas Permanent School Fund
Texas
$274K +$104K +4,000 +24%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$270K +$26.5K +1,015 +5%
EGM
88
Engineers Gate Manager
New York
$267K +$525K +20,122 New
Barrow, Hanley, Mewhinney & Strauss
89
Barrow, Hanley, Mewhinney & Strauss
Texas
$263K -$296K -11,343 -36%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$262K – – –
TI
91
Trexquant Investment
Connecticut
$262K +$515K +19,756 New
PPCM
92
Pillar Pacific Capital Management
California
$256K +$130K +5,000 +35%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$227K – – –
AIG
94
American International Group
New York
$222K -$21.8K -834 -5%
AG
95
Aperio Group
California
$222K +$156K +5,975 +56%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K +$22.4K +860 +6%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$206K +$32K +1,225 +9%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$197K +$387K +14,821 New
CI Investments Inc
99
CI Investments Inc
Ontario, Canada
$196K +$10.8K +416 +3%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$173K +$148K +5,656 +77%
2 3
4
5 6

SAH Hedge Fund Activity: Q1 2020 in Review

142 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2020, worth a combined $337M — down 58% from $802M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SAH and 21 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 47 added.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $12.2M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $20M sold.

  • 142 institutional investors held Sonic Automotive (SAH) as of Q1 2020, down from 157 in Q4 2019.
  • Funds reported $337M of Sonic Automotive stock for Q1 2020, down 58% quarter-over-quarter.
  • 21 funds opened new Sonic Automotive positions in Q1 2020 and 34 closed out, a net change of -13 holders.
  • The largest Sonic Automotive buyer in Q1 2020 was Philadelphia Financial Management of San Francisco, an estimated $12.2M added.
  • The largest Sonic Automotive seller in Q1 2020 was Loomis, Sayles & Company, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2020.