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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
Citigroup
76
Citigroup
New York
$1.66M -$826K -16,306 -34%
Prudential Financial
77
Prudential Financial
New Jersey
$1.65M -$84.1K -1,660 -5%
CIA
78
Capital Impact Advisors
Massachusetts
$1.65M – – –
JF
79
Jump Financial
Illinois
$1.63M +$1.58M +31,100 New
KJHP
80
K.J. Harrison & Partners
Ontario, Canada
$1.58M +$1.52M +30,000 New
PM
81
Precept Management
Texas
$1.58M +$1.52M +30,000 New
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$1.57M -$9.93K -196 -0.7%
DTL
83
Dynamic Technology Lab
Singapore
$1.51M +$589K +11,620 +68%
GTCM
84
Gyon Technologies Capital Management
New Jersey
$1.5M -$553K -10,915 -28%
WG
85
Winton Group
United Kingdom
$1.48M +$50.9K +1,004 +4%
GAM
86
Gotham Asset Management
New York
$1.48M -$77.6K -1,532 -5%
SG Americas Securities
87
SG Americas Securities
New York
$1.4M +$1.35M +26,656 New
Squarepoint
88
Squarepoint
New York
$1.24M -$1.45M -28,703 -55%
PCM
89
Prelude Capital Management
New York
$1.24M +$1.2M +23,663 New
RJA
90
Raymond James & Associates
Florida
$1.23M – – –
TA
91
Teton Advisors
New York
$1.16M – – –
JCIA
92
Jackson Creek Investment Advisors
Colorado
$1.13M +$9.53K +188 +0.9%
Assenagon Asset Management
93
Assenagon Asset Management
Luxembourg
$1.08M +$1.05M +20,651 New
Holocene Advisors
94
Holocene Advisors
New York
$1.05M +$221K +4,365 +28%
Renaissance Technologies
95
Renaissance Technologies
New York
$1.02M +$979K +19,330 New
Comerica Bank
96
Comerica Bank
Texas
$1.01M -$153K -3,023 -13%
Rafferty Asset Management
97
Rafferty Asset Management
New York
$1.01M -$128K -2,525 -12%
Canada Life
98
Canada Life
Manitoba, Canada
$989K -$87.6K -1,729 -8%
AQR Capital Management
99
AQR Capital Management
Connecticut
$926K -$761K -15,023 -46%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$895K -$104K -2,057 -11%
2 3
4
5 6

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.