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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
AG
126
Advisor Group
Arizona
$5K – – –
PAM
127
Panagora Asset Management
Massachusetts
$4K – – –
IA
128
IFP Advisors
Florida
$3K -$2.18K -131 -35%
GAM
129
Gemmer Asset Management
California
$2K -$980 -59 -28%
DA
130
Denali Advisors
California
$2K – – –
JA
131
JOYN Advisors
Georgia
$2K +$2.38K +143 New
LC
132
Lindbrook Capital
California
$1K +$1.41K +85 New
AIC
133
Archer Investment Corporation
Indiana
$1K +$1.66K +100 New
CAM
134
Cresset Asset Management
Illinois
$1K +$1.79K +108 New
TCA
135
Teewinot Capital Advisers
New York
– -$836K -43,200 Closed
GAM
136
Gotham Asset Management
New York
– -$371K -19,193 Closed
Millennium Management
137
Millennium Management
New York
– -$345K -17,844 Closed
ONB
138
Old National Bancorp
Indiana
– -$224K -11,576 Closed
LSERS
139
Louisiana State Employees Retirement System
Louisiana
– -$201K -10,400 Closed
6M
140
6 Meridian
Kansas
– -$194K -10,050 Closed
UBS Group
141
UBS Group
Switzerland
– -$18.1K -1,090 -98%
TWA
142
TCI Wealth Advisors
Arizona
– -$1K -73 Closed
WAM
143
Wealthspire Advisors (Maryland)
Maryland
– -$1.01K -61 -81%
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.