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Sonic Automotive
SAH

132 hedge funds and large institutions have $545M invested in Sonic Automotive in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

2.43% less ownership

Funds ownership: 87.66% → 85.23% (-2.4%)

6% less capital invested

Capital invested by funds: $578M → $545M (-$32.4M)

11% less funds holding

Funds holding: 149 → 132 (-17)

67% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 24

Holders
132
Holders Change
-17
Holders Change %
-11.41%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
48
Reduced
44
Closed
24
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
+$164K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$4.36M
2
Prudential Financial
Prudential Financial
New Jersey
+$2.66M
3
EM
Elliott Management
New York
+$2.55M
4
VFA
Virtus Fund Advisers
Connecticut
+$2.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.35M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.33M
2
PGIM
Pacific Global Investment Management
California
-$2.35M
3
HA
Heartland Advisors
Wisconsin
-$2.34M
4
BlackRock
BlackRock
New York
-$2.04M
5
OAM
Oxford Asset Management
United Kingdom
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$114K +$16.7K +878 +18%
SOADOR
102
State of Alaska Department of Revenue
Alaska
$100K +$43.1K +2,263 +78%
OMCS
103
Old Mutual Customised Solutions
South Africa
$95K – – –
FCM
104
Flinton Capital Management
Pennsylvania
$91K +$46K +2,414 +106%
TAM
105
Tyers Asset Management
Texas
$75K +$37.9K +1,988 +106%
RCM
106
Riverhead Capital Management
Delaware
$69K +$35.5K +1,863 +110%
PI
107
PineBridge Investments
New York
$67K -$656K -34,402 -91%
NA
108
Neuburgh Advisers
California
$59K +$29.8K +1,562 +106%
TRCT
109
Tower Research Capital (TRC)
New York
$47K +$46.1K +2,417 New
VCM
110
Versant Capital Management
Arizona
$43K -$2.59K -136 -6%
MCIM
111
Meadow Creek Investment Management
Georgia
$43K +$21.7K +1,136 +106%
AIP
112
Ameritas Investment Partners
Nebraska
$42K – – –
MA
113
MUFG Americas
New York
$23K +$152 +8 +0.7%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$22K -$2.19K -115 -9%
AG
115
Advisor Group
Arizona
$18K – – –
LIA
116
LS Investment Advisors
Michigan
$17K – – –
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$15K – – –
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$15K – – –
UBS Group
119
UBS Group
Switzerland
$12K -$22.9K -1,203 -65%
SWA
120
Sutton Wealth Advisors
Florida
$9.98K – – –
IA
121
IFP Advisors
Florida
$7K – – –
PAM
122
Panagora Asset Management
Massachusetts
$5K -$242K -12,683 -98%
GAM
123
Gemmer Asset Management
California
$4K – – –
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$3K -$7.55K -396 -78%
DA
125
Denali Advisors
California
$3K – – –
3 4
5
6 7

SAH Hedge Fund Activity: Q2 2017 in Review

132 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q2 2017, worth a combined $545M — down 5.6% from $578M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SAH and 8 opened new positions — a net loss of 16 holders — while 44 trimmed existing stakes and 48 added.

The largest buyer was Northern Trust, adding an estimated $4.36M. The largest seller was Millennium Management, exiting entirely with an estimated $3.33M sold.

  • 132 institutional investors held Sonic Automotive (SAH) as of Q2 2017, down from 149 in Q1 2017.
  • Funds reported $545M of Sonic Automotive stock for Q2 2017, down 5.6% quarter-over-quarter.
  • 8 funds opened new Sonic Automotive positions in Q2 2017 and 24 closed out, a net change of -16 holders.
  • The largest Sonic Automotive buyer in Q2 2017 was Northern Trust, an estimated $4.36M added.
  • The largest Sonic Automotive seller in Q2 2017 was Millennium Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2017.