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Sonic Automotive

150 hedge funds and large institutions have $836M invested in Sonic Automotive in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more capital invested

Capital invested by funds: $337M → $836M (+$500M)

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

14% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $4.36M

6% more funds holding

Funds holding: 142150 (+8)

2.2% more ownership

Funds ownership: 82.59%84.8% (+2.2%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
46
Reduced
55
Closed
25
Calls
$4.97M
Puts
$4.36M
Net Calls
+$618K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$99K +$48.3K +2,097 +254%
BG
127
Bollard Group
Massachusetts
$78K +$56.6K +2,455 New
AIP
128
Ameritas Investment Partners
Nebraska
$70K
TRCT
129
Tower Research Capital (TRC)
New York
$65K +$47.3K +2,055 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$58K
Osaic Holdings
131
Osaic Holdings
Arizona
$48K +$15.2K +660 +75%
VCM
132
Versant Capital Management
Arizona
$32K -$6.45K -280 -22%
US Bancorp
133
US Bancorp
Minnesota
$30K +$14.7K +639 +209%
LIA
134
LS Investment Advisors
Michigan
$24K
Simplex Trading
135
Simplex Trading
Illinois
$17K -$11.9K -517 -49%
Federated Hermes
136
Federated Hermes
Pennsylvania
$15K +$8.2K +356 +330%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$13K
SWA
138
Sutton Wealth Advisors
Florida
$12.5K +$1.52K +66 +20%
GRP
139
Global Retirement Partners
California
$8K +$5.71K +248 New
GT
140
Glenmede Trust
Pennsylvania
$8K +$6.47K +281 New
GI
141
Gradient Investments
Minnesota
$6K +$4.61K +200 New
AIC
142
Archer Investment Corporation
Indiana
$3.19K
MAM
143
Meeder Asset Management
Ohio
$3K +$2.12K +92 New
OPS
144
Orion Portfolio Solutions
Nebraska
$3K +$2.12K +92 New
CAN
145
Cetera Advisor Networks
California
$3K +$2.3K +100 New
GAM
146
Gemmer Asset Management
California
$3K +$2.4K +104 New
S
147
SignatureFD
Georgia
$2K +$1.38K +60 New
SBL
148
Sargent Bickham Lagudis
Colorado
$1K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$1K +$461 +20 +118%
QCG
150
Quadrant Capital Group
Ohio
$1K +$968 +42 New

SAH Hedge Fund Activity: Q2 2020 in Review

150 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q2 2020, worth a combined $836M — up 148% from $337M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SAH positions and 25 closed out — a net gain of 8 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $20.9M. The largest seller was Prudential Financial, cutting an estimated $21M.

  • 150 institutional investors held Sonic Automotive (SAH) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $836M of Sonic Automotive stock for Q2 2020, up 148% quarter-over-quarter.
  • 33 funds opened new Sonic Automotive positions in Q2 2020 and 25 closed out, a net change of +8 holders.
  • The largest Sonic Automotive buyer in Q2 2020 was Victory Capital Management, an estimated $20.9M added.
  • The largest Sonic Automotive seller in Q2 2020 was Prudential Financial, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2020.