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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$171K +$21.8K +835 +7%
Acadian Asset Management
102
Acadian Asset Management
Massachusetts
$167K -$1.15M -44,277 -78%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$163K +$3.55K +136 +1%
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$162K +$104K +3,982 +48%
GCP
105
GSA Capital Partners
United Kingdom
$160K -$478K -18,320 -60%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$154K -$40.7K -1,559 -12%
HW
107
Hancock Whitney
Mississippi
$154K +$34.4K +1,320 +13%
PTC
108
Petrus Trust Company
Texas
$153K +$127K +4,854 +73%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$146K – – –
CGH
110
Crossmark Global Holdings
Texas
$141K -$522 -20 -0.2%
Two Sigma Investments
111
Two Sigma Investments
New York
$141K +$276K +10,581 New
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$127K – – –
Citigroup
113
Citigroup
New York
$126K -$1.12M -42,932 -82%
MIM
114
MetLife Investment Management
New Jersey
$126K – – –
MSA
115
Mason Street Advisors
Wisconsin
$112K – – –
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$107K – – –
SAM
117
Shell Asset Management
Netherlands
$105K -$3.13K -120 -1%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$99K – – –
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$93.5K – – –
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$70K – – –
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$62K – – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$51K -$5.56K -213 -5%
KBC Group
123
KBC Group
Belgium
$31K -$213K -8,176 -78%
AIP
124
Ameritas Investment Partners
Nebraska
$29K – – –
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$24K – – –
3 4
5
6 7

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.