We are live on ! Find out more
SAH icon

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
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$121K – – –
FCM
102
Flinton Capital Management
Pennsylvania
$117K – – –
SOADOR
103
State of Alaska Department of Revenue
Alaska
$108K – – –
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$101K – – –
MSA
105
Mason Street Advisors
Wisconsin
$101K +$5.75K +346 +5%
TAM
106
Tyers Asset Management
Texas
$96K – – –
Simplex Trading
107
Simplex Trading
Illinois
$90K +$110K +6,594 New
RCM
108
Riverhead Capital Management
Delaware
$88K – – –
NA
109
Neuburgh Advisers
California
$76K – – –
Russell Investments Group
110
Russell Investments Group
United Kingdom
$66K – – –
CIAS
111
Capital Investment Advisory Services
North Carolina
$56K +$67.2K +4,041 New
MCIM
112
Meadow Creek Investment Management
Georgia
$55K – – –
SEI Investments
113
SEI Investments
Pennsylvania
$38K -$6.25K -376 -8%
QT
114
Quantamental Technologies
New York
$31K +$37.6K +2,261 New
AIP
115
Ameritas Investment Partners
Nebraska
$30K – – –
VCM
116
Versant Capital Management
Arizona
$27K – – –
SWM
117
SeaCrest Wealth Management
New York
$26K – – –
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$25K – – –
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$23.5K -$17.7K -1,063 -38%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$18K +$83 +5 +0.4%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$11K +$8.03K +483 +141%
LIA
122
LS Investment Advisors
Michigan
$10K – – –
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$9K -$1.83K -110 -14%
MOACM
124
Mutual of America Capital Management
New York
$8K +$2.28K +137 +30%
SWA
125
Sutton Wealth Advisors
Florida
$7.06K – – –
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.