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Sonic Automotive
SAH

184 hedge funds and large institutions have $940M invested in Sonic Automotive in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

3% more funds holding

Funds holding: 178 → 184 (+6)

4% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.22M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.65% less ownership

Funds ownership: 81.82% → 81.17% (-0.65%)

6% less capital invested

Capital invested by funds: $1B → $940M (-$63.4M)

26% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 73

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
54
Reduced
73
Closed
25
Calls
$1.26M
Puts
$1.22M
Net Calls
+$49K
Net Calls Change
+$100K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$14.6M
2
CGM
Capital Growth Management
Massachusetts
+$11.8M
3
Millennium Management
Millennium Management
New York
+$11.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.99M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.69M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$28.2M
2
GIM
Granahan Investment Management
Massachusetts
-$25.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$11.6M
4
Goldman Sachs
Goldman Sachs
New York
-$10.7M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$101K – – –
BG
152
Bollard Group
Massachusetts
$95K – – –
QT
153
Quantbot Technologies
New York
$83K +$17K +419 +24%
AIP
154
Ameritas Investment Partners
Nebraska
$75K -$9.11K -224 -10%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$70K – – –
Barrow, Hanley, Mewhinney & Strauss
156
Barrow, Hanley, Mewhinney & Strauss
Texas
$63K -$108K -2,667 -62%
Osaic Holdings
157
Osaic Holdings
Arizona
$62K +$35.7K +878 +124%
SPIA
158
Steward Partners Investment Advisory
New York
$54K -$56.9K -1,399 -50%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$49K +$19.1K +470 +59%
FTDI
160
First Trust Direct Indexing
Massachusetts
$40K +$42.3K +1,039 New
US Bancorp
161
US Bancorp
Minnesota
$36K – – –
VCM
162
Versant Capital Management
Arizona
$35K -$529 -13 -1%
VCG
163
Vantage Consulting Group
Virginia
$31K +$32.4K +797 New
HIA
164
Harbor Investment Advisory
Maryland
$22K +$13.4K +330 +139%
PHK
165
Point72 Hong Kong
Hong Kong
$22K +$23.3K +572 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
SWA
167
Sutton Wealth Advisors
Florida
$15.1K – – –
GRP
168
Global Retirement Partners
California
$10K – – –
GI
169
Gradient Investments
Minnesota
$8K – – –
Simplex Trading
170
Simplex Trading
Illinois
$5K – – –
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$5K +$5.17K +127 New
MAM
172
Meeder Asset Management
Ohio
$4K -$268K -6,582 -99%
GAM
173
Gemmer Asset Management
California
$4K – – –
FPS
174
Fieldpoint Private Securities
Connecticut
$4K +$4.27K +105 New
AIC
175
Archer Investment Corporation
Indiana
$3.86K – – –
5 6
7
8 9

SAH Hedge Fund Activity: Q4 2020 in Review

184 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2020, worth a combined $940M — down 6.3% from $1B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SAH positions and 25 closed out — a net gain of 6 holders — while 54 added to existing stakes and 73 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $14.6M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $28.2M sold.

  • 184 institutional investors held Sonic Automotive (SAH) as of Q4 2020, up from 178 in Q3 2020.
  • Funds reported $940M of Sonic Automotive stock for Q4 2020, down 6.3% quarter-over-quarter.
  • 31 funds opened new Sonic Automotive positions in Q4 2020 and 25 closed out, a net change of +6 holders.
  • The largest Sonic Automotive buyer in Q4 2020 was Victory Capital Management, an estimated $14.6M added.
  • The largest Sonic Automotive seller in Q4 2020 was Driehaus Capital Management, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2020.