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Sonic Automotive
SAH

149 hedge funds and large institutions have $578M invested in Sonic Automotive in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

659% more call options, than puts

Call options by funds: $205K | Put options by funds: $27K

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

3% more funds holding

Funds holding: 145 → 149 (+4)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

1.1% less ownership

Funds ownership: 88.76% → 87.66% (-1.1%)

13% less capital invested

Capital invested by funds: $668M → $578M (-$90.1M)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
46
Reduced
48
Closed
18
Calls
$205K
Puts
$27K
Net Calls
+$178K
Net Calls Change
+$842K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$80M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.49M
3
Norges Bank
Norges Bank
Norway
+$6.25M
4
LSV Asset Management
LSV Asset Management
Illinois
+$5.97M
5
Millennium Management
Millennium Management
New York
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
LCP
Lombardia Capital Partners
California
-$12.8M
2
HA
Heartland Advisors
Wisconsin
-$10.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.65M
4
PAM
Panagora Asset Management
Massachusetts
-$5.07M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
126
UBS Group
Switzerland
$38K +$39.4K +1,766 +1,941%
CG
127
Cutler Group
California
$38K +$42.7K +1,911 New
RCM
128
Riverhead Capital Management
Delaware
$34K -$11.2K -500 -23%
NA
129
Neuburgh Advisers
California
$29K -$10.3K -462 -24%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$24K +$12.4K +556 +80%
MA
131
MUFG Americas
New York
$23K +$4.69K +210 +22%
MCIM
132
Meadow Creek Investment Management
Georgia
$21K -$7.5K -336 -24%
LIA
133
LS Investment Advisors
Michigan
$18K -$5.34K -239 -21%
AG
134
Advisor Group
Arizona
$18K – – –
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$16K – – –
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$16K – – –
Parallax Volatility Advisers
137
Parallax Volatility Advisers
California
$13K +$14.1K +630 New
SWA
138
Sutton Wealth Advisors
Florida
$10.3K – – –
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$10K -$17.3K -775 -60%
IA
140
IFP Advisors
Florida
$8K – – –
GAM
141
Gemmer Asset Management
California
$4K – – –
DA
142
Denali Advisors
California
$3K – – –
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$3K +$2.9K +130 New
OAM
144
Oppenheimer Asset Management
New York
$3K +$3.5K +157 New
SEI Investments
145
SEI Investments
Pennsylvania
$1K – – –
TWA
146
TCI Wealth Advisors
Arizona
$1K +$112 +5 +14%
Walleye Trading
147
Walleye Trading
New York
$48 +$53.6K +2,400 New
AP
148
Advisors Preferred
Maryland
$24 +$27.1K +1,215 New
SB
149
Suntrust Banks
Georgia
– -$2.57M -112,151 Closed
Point72 Asset Management
150
Point72 Asset Management
Connecticut
– -$2.06M -89,900 Closed
3 4 5
6
7

SAH Hedge Fund Activity: Q1 2017 in Review

149 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2017, worth a combined $578M — down 13% from $668M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SAH positions and 18 closed out — a net gain of 9 holders — while 46 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $80M. The largest seller was Lombardia Capital Partners, cutting an estimated $12.8M.

  • 149 institutional investors held Sonic Automotive (SAH) as of Q1 2017, up from 145 in Q4 2016.
  • Funds reported $578M of Sonic Automotive stock for Q1 2017, down 13% quarter-over-quarter.
  • 27 funds opened new Sonic Automotive positions in Q1 2017 and 18 closed out, a net change of +9 holders.
  • The largest Sonic Automotive buyer in Q1 2017 was BlackRock, an estimated $80M added.
  • The largest Sonic Automotive seller in Q1 2017 was Lombardia Capital Partners, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2017.