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Sonic Automotive
SAH

Overview Fund Activity

144 hedge funds and large institutions have $668M invested in Sonic Automotive in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.61%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
51
Reduced
48
Closed
10
Calls
–
Puts
$664K
Net Calls
-$664K
Net Calls Change
-$208K

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$48.9M
2
EM
Elliott Management
New York
$18M
3
BFA
BlackRock Fund Advisors
California
$50.3M
4
VFA
Virtus Fund Advisers
Connecticut
$42.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.62M

Top Sellers

1
LCP
Lombardia Capital Partners
California
$13.9M
2
FG
Formula Growth
Quebec, Canada
$2.29M
3
Bank of America
Bank of America
North Carolina
$2.2M
4
MPEM
Marathon Partners Equity Management
New York
$0
5
Northern Trust
Northern Trust
Illinois
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
Neuburgh Advisers
California
$44K +$44K +1,936 New
MCIM
127
Meadow Creek Investment Management
Georgia
$32K +$32K +1,408 New
Nomura Asset Management
128
Nomura Asset Management
Japan
$31K +$31K +1,360 New
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$29K -$45.7K -2,019 -61%
LIA
130
LS Investment Advisors
Michigan
$25K – – –
MA
131
MUFG Americas
New York
$22K +$2.5K +109 +13%
AG
132
Advisor Group
Arizona
$21K – – –
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$18K – – –
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$17K – – –
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$15K +$3.42K +159 +30%
SWA
136
Sutton Wealth Advisors
Florida
$11.7K – – –
IA
137
IFP Advisors
Florida
$9K – – –
MAM
138
Meeder Asset Management
Ohio
$7K +$7K +305 New
GAM
139
Gemmer Asset Management
California
$5K – – –
DA
140
Denali Advisors
California
$4K – – –
UBS Group
141
UBS Group
Switzerland
$3K -$43K -1,303 -93%
SEI Investments
142
SEI Investments
Pennsylvania
$2K – – –
TWA
143
TCI Wealth Advisors
Arizona
$1K – – –
MPEM
144
Marathon Partners Equity Management
New York
– -$4.51M -240,000 Closed
GAM
145
Gotham Asset Management
New York
– -$1.41M -74,810 Closed
CI
146
Cambiar Investors
Colorado
– -$488K -25,950 Closed
SIM
147
Spark Investment Management
New York
– -$345K -18,400 Closed
Millennium Management
148
Millennium Management
New York
– -$336K -17,851 Closed
UBS AM
149
UBS AM
Illinois
– -$305K -16,199 Closed
WAM
150
Weiss Asset Management
Massachusetts
– -$244K -12,980 Closed
3 4 5
6
7