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Sonic Automotive
SAH

128 hedge funds and large institutions have $566M invested in Sonic Automotive in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.89% more ownership

Funds ownership: 85.23% → 87.12% (+1.9%)

4% more capital invested

Capital invested by funds: $545M → $566M (+$20.6M)

8% less call options, than puts

Call options by funds: $306K | Put options by funds: $333K

3% less funds holding

Funds holding: 132 → 128 (-4)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

20% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 45

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
36
Reduced
45
Closed
17
Calls
$306K
Puts
$333K
Net Calls
-$27K
Net Calls Change
-$369K

Top Buyers

Rank Fund Capital Flow
1
SAM
Scopus Asset Management
New York
+$3.83M
2
TC
Towle & Co
Colorado
+$3.24M
3
Goldman Sachs
Goldman Sachs
New York
+$2.12M
4
VFA
Virtus Fund Advisers
Connecticut
+$2.1M
5
Northern Trust
Northern Trust
Illinois
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.68M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.33M
3
Norges Bank
Norges Bank
Norway
-$3.83M
4
State Street
State Street
Massachusetts
-$1.53M
5
QI
QS Investors
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
101
Flinton Capital Management
Pennsylvania
$97K +$1.24K +68 +1%
TAM
102
Tyers Asset Management
Texas
$80K +$1.02K +56 +1%
RCM
103
Riverhead Capital Management
Delaware
$73K – – –
QT
104
Quantbot Technologies
New York
$71K +$63.8K +3,500 New
PI
105
PineBridge Investments
New York
$63K -$6.45K -354 -10%
NA
106
Neuburgh Advisers
California
$63K +$802 +44 +1%
TRCT
107
Tower Research Capital (TRC)
New York
$50K +$1.06K +58 +2%
MCIM
108
Meadow Creek Investment Management
Georgia
$46K +$583 +32 +1%
VCM
109
Versant Capital Management
Arizona
$40K -$4.16K -228 -10%
AIP
110
Ameritas Investment Partners
Nebraska
$39K – – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$23K – – –
LIA
112
LS Investment Advisors
Michigan
$18K – – –
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$16K – – –
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$16K – – –
NIT
115
NumerixS Investment Technologies
British Columbia, Canada
$14K +$12.8K +700 New
AG
116
Advisor Group
Arizona
$13K -$4.56K -250 -28%
SWA
117
Sutton Wealth Advisors
Florida
$10.5K – – –
IA
118
IFP Advisors
Florida
$8K – – –
MA
119
MUFG Americas
New York
$6K -$16.3K -895 -76%
BBHC
120
Brown Brothers Harriman & Co
New York
$6K +$5.47K +300 New
PAM
121
Panagora Asset Management
Massachusetts
$5K – – –
GAM
122
Gemmer Asset Management
California
$4K – – –
DA
123
Denali Advisors
California
$3K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$2K -$839 -46 -28%
CG
125
Cutler Group
California
$2K – – –
2 3 4
5
6

SAH Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q3 2017, worth a combined $566M — up 3.8% from $545M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SAH and 14 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 36 added.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $3.83M. The largest seller was BlackRock, cutting an estimated $4.68M.

  • 128 institutional investors held Sonic Automotive (SAH) as of Q3 2017, down from 132 in Q2 2017.
  • Funds reported $566M of Sonic Automotive stock for Q3 2017, up 3.8% quarter-over-quarter.
  • 14 funds opened new Sonic Automotive positions in Q3 2017 and 17 closed out, a net change of -3 holders.
  • The largest Sonic Automotive buyer in Q3 2017 was Scopus Asset Management, an estimated $3.83M added.
  • The largest Sonic Automotive seller in Q3 2017 was BlackRock, an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2017.