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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
TC
151
TFS Capital
Pennsylvania
– -$1.44M -62,875 Closed
CIA
152
Capital Impact Advisors
Massachusetts
– -$1.13M -49,420 Closed
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
– -$685K -29,898 Closed
PP
154
Paloma Partners
Connecticut
– -$633K -27,653 Closed
ZCM
155
Zebra Capital Management
Connecticut
– -$471K -20,585 Closed
QIM
156
Quantitative Investment Management
Virginia
– -$425K -18,600 Closed
HSBC Holdings
157
HSBC Holdings
United Kingdom
– -$258K -11,289 Closed
TI
158
Trexquant Investment
Connecticut
– -$244K -10,670 Closed
JG
159
Jefferies Group
New York
– -$226K -9,881 Closed
SCCM
160
Schafer Cullen Capital Management
New York
– -$220K -9,610 Closed
PG
161
PEAK6 Group
Illinois
– -$113K -5,074 Closed
CSS
162
Cubist Systematic Strategies
Connecticut
– -$93K -4,082 Closed
TRCT
163
Tower Research Capital (TRC)
New York
– -$69K -2,991 Closed
Nomura Asset Management
164
Nomura Asset Management
Japan
– -$31K -1,360 Closed
MAM
165
Meeder Asset Management
Ohio
– -$7K -305 Closed
RWML
166
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
– -$550 -24 Closed
PFBT
167
Parkside Financial Bank & Trust
Missouri
– -$179 -8 -44%
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.