We are live on ! Find out more
SAH icon

Sonic Automotive
SAH

179 hedge funds and large institutions have $1.16B invested in Sonic Automotive in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $714K

23% more capital invested

Capital invested by funds: $940M → $1.16B (+$217M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.82% less ownership

Funds ownership: 81.17% → 80.35% (-0.82%)

3% less funds holding

Funds holding: 184 → 179 (-5)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

28% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 74

Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
53
Reduced
74
Closed
28
Calls
$2.01M
Puts
$714K
Net Calls
+$1.29M
Net Calls Change
+$1.24M

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$46.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$12.5M
3
BlackRock
BlackRock
New York
+$10.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.09M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$8.42M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$35.5M
2
Goldman Sachs
Goldman Sachs
New York
-$20.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$13.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$129K – – –
Osaic Holdings
152
Osaic Holdings
Arizona
$129K +$47.9K +1,033 +65%
BG
153
Bollard Group
Massachusetts
$122K – – –
MAM
154
Meeder Asset Management
Ohio
$104K +$93.5K +2,015 +2,190%
AIP
155
Ameritas Investment Partners
Nebraska
$97K – – –
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$90K – – –
Barrow, Hanley, Mewhinney & Strauss
157
Barrow, Hanley, Mewhinney & Strauss
Texas
$66K -$13.5K -290 -18%
AIC
158
Ameritas Investment Company
Nebraska
$51.7K +$48.3K +1,042 New
US Bancorp
159
US Bancorp
Minnesota
$47K – – –
VCM
160
Versant Capital Management
Arizona
$45K -$139 -3 -0.3%
HIA
161
Harbor Investment Advisory
Maryland
$28K – – –
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
SWA
163
Sutton Wealth Advisors
Florida
$19.4K – – –
SFS
164
Sowell Financial Services
Arkansas
$18K +$16.2K +350 New
GRP
165
Global Retirement Partners
California
$12K – – –
EVM
166
Eaton Vance Management
Massachusetts
$11K +$10.2K +219 New
GI
167
Gradient Investments
Minnesota
$10K – – –
FPS
168
Fieldpoint Private Securities
Connecticut
$5K – – –
GAM
169
Gemmer Asset Management
California
$5K – – –
AIC
170
Archer Investment Corporation
Indiana
$4.96K – – –
TWA
171
TCI Wealth Advisors
Arizona
$3K +$2.6K +56 New
PFBT
172
Parkside Financial Bank & Trust
Missouri
$2K -$1.85K -40 -46%
QCG
173
Quadrant Capital Group
Ohio
$2K – – –
BWA
174
BDO Wealth Advisors
Florida
$1K – – –
SBL
175
Sargent Bickham Lagudis
Colorado
$1K – – –
5 6
7
8 9

SAH Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2021, worth a combined $1.16B — up 23% from $940M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SAH and 24 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 53 added.

The largest buyer was Westwood Holdings Group, adding an estimated $46.6M. The largest seller was Northern Trust, cutting an estimated $35.5M.

  • 179 institutional investors held Sonic Automotive (SAH) as of Q1 2021, down from 184 in Q4 2020.
  • Funds reported $1.16B of Sonic Automotive stock for Q1 2021, up 23% quarter-over-quarter.
  • 24 funds opened new Sonic Automotive positions in Q1 2021 and 28 closed out, a net change of -4 holders.
  • The largest Sonic Automotive buyer in Q1 2021 was Westwood Holdings Group, an estimated $46.6M added.
  • The largest Sonic Automotive seller in Q1 2021 was Northern Trust, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2021.