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Sonic Automotive

200 hedge funds and large institutions have $893M invested in Sonic Automotive in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $817M → $893M (+$75.9M)

3% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $2.13M

2% less funds holding

Funds holding: 204200 (-4)

5.2% less ownership

Funds ownership: 80.87%75.67% (-5.2%)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

44% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 96

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
54
Reduced
96
Closed
33
Calls
$2.2M
Puts
$2.13M
Net Calls
+$74K
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Callodine Capital Management
Massachusetts
$201K -$9.3M -205,368 -98%
ECM
152
EMC Capital Management
Texas
$175K
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$166K -$6.39K -141 -4%
UBS Group
154
UBS Group
Switzerland
$129K +$105K +2,315 +353%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$116K
CMF
156
Counterpoint Mutual Funds
California
$109K -$4.17K -92 -4%
BG
157
Bollard Group
Massachusetts
$108K +$815 +18 +0.7%
SOW
158
State of Wyoming
Wyoming
$79K +$5.48K +121 +7%
KBC Group
159
KBC Group
Belgium
$69K -$17.1K -377 -19%
AIP
160
Ameritas Investment Partners
Nebraska
$66K -$8.38K -185 -11%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$56.9K
Osaic Holdings
162
Osaic Holdings
Arizona
$44K +$17.3K +382 +59%
US Bancorp
163
US Bancorp
Minnesota
$43K
Allspring Global Investments
164
Allspring Global Investments
North Carolina
$35K -$28.5K -630 -43%
PHK
165
Point72 Hong Kong
Hong Kong
$34K -$31.8K -703 -47%
Nomura Asset Management
166
Nomura Asset Management
Japan
$26.4K
VCM
167
Versant Capital Management
Arizona
$25K -$408 -9 -2%
Group One Trading
168
Group One Trading
Illinois
$23K +$23.8K +526 New
HIA
169
Harbor Investment Advisory
Maryland
$20K
SWA
170
Sutton Wealth Advisors
Florida
$17.4K +$453 +10 +3%
RTC
171
Riverview Trust Company
Washington
$15K +$15.4K +341 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$14K +$589 +13 +4%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$12K -$2.81K -62 -18%
GRP
174
Global Retirement Partners
California
$12K +$544 +12 +5%
BBPWM
175
Blue Bell Private Wealth Management
Pennsylvania
$11K

SAH Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q3 2022, worth a combined $893M — up 9.3% from $817M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SAH and 29 opened new positions — a net loss of 4 holders — while 96 trimmed existing stakes and 54 added.

The largest buyer was Balyasny Asset Management, adding an estimated $23.1M. The largest seller was Millennium Management, cutting an estimated $17.6M.

  • 200 institutional investors held Sonic Automotive (SAH) as of Q3 2022, down from 204 in Q2 2022.
  • Funds reported $893M of Sonic Automotive stock for Q3 2022, up 9.3% quarter-over-quarter.
  • 29 funds opened new Sonic Automotive positions in Q3 2022 and 33 closed out, a net change of -4 holders.
  • The largest Sonic Automotive buyer in Q3 2022 was Balyasny Asset Management, an estimated $23.1M added.
  • The largest Sonic Automotive seller in Q3 2022 was Millennium Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2022.