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Sonic Automotive
SAH

199 hedge funds and large institutions have $892M invested in Sonic Automotive in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $8.24M | Put options by funds: $3.69M

6.43% more ownership

Funds ownership: 75.67% → 82.1% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0% less capital invested

Capital invested by funds: $893M → $892M (-$924K)

1% less funds holding

Funds holding: 200 → 199 (-1)

47% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 86

Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
46
Reduced
86
Closed
29
Calls
$8.24M
Puts
$3.69M
Net Calls
+$4.55M
Net Calls Change
+$4.48M

Top Buyers

1
IECM
Intrinsic Edge Capital Management
Illinois
+$12.8M
2
Millennium Management
Millennium Management
New York
+$12.4M
3
SSA
Schonfeld Strategic Advisors
New York
+$10.8M
4
Invesco
Invesco
Georgia
+$8.17M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.41M

Top Sellers

1
BlackRock
BlackRock
New York
-$19.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$13.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.22M
4
TCA
Teewinot Capital Advisers
New York
-$6.86M
5
JGC
J. Goldman & Co
New York
-$5.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
151
Bollard Group
Massachusetts
$124K +$670 +14 +0.6%
Dimensional Fund Advisors
152
Dimensional Fund Advisors
Texas
$102K +$5.18M +108,235 +6%
KBC Group
153
KBC Group
Belgium
$79K – – –
AIP
154
Ameritas Investment Partners
Nebraska
$74.8K – – –
SOW
155
State of Wyoming
Wyoming
$59.1K -$30K -626 -34%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K -$131K -2,729 -71%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$55K -$9.53K -199 -15%
US Bancorp
158
US Bancorp
Minnesota
$48.5K – – –
TRCT
159
Tower Research Capital (TRC)
New York
$41K -$226K -4,729 -85%
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$40.1K -$862 -18 -2%
Nomura Asset Management
161
Nomura Asset Management
Japan
$30.1K – – –
VCM
162
Versant Capital Management
Arizona
$28.4K – – –
HIA
163
Harbor Investment Advisory
Maryland
$22.7K – – –
SWA
164
Sutton Wealth Advisors
Florida
$19.8K – – –
RTC
165
Riverview Trust Company
Washington
$17K – – –
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$15K +$1.15K +24 +9%
BTI
167
Blue Trust Inc
Georgia
$15K +$13.2K +275 +410%
GRP
168
Global Retirement Partners
California
$12.8K – – –
BBPWM
169
Blue Bell Private Wealth Management
Pennsylvania
$12.3K – – –
Point72 Asset Management
170
Point72 Asset Management
Connecticut
$9.85K -$1.81M -37,800 -99%
Credit Agricole
171
Credit Agricole
France
$9.41K – – –
NA
172
NewEdge Advisors
Louisiana
$8.69K +$8.43K +176 New
CA
173
CoreCap Advisors
Michigan
$8.62K +$8.38K +175 New
Group One Trading
174
Group One Trading
Illinois
$6.21K -$19.1K -400 -76%
Barrow, Hanley, Mewhinney & Strauss
175
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.96K – – –
5 6
7
8 9

SAH Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2022, worth a combined $892M — down 0.1% from $893M a quarter earlier.

Fund positioning in SAH was balanced in Q4 2022: 29 funds opened new positions, 29 closed out, 46 added to existing stakes and 86 trimmed.

The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $12.8M. The largest seller was BlackRock, cutting an estimated $19.1M.

  • 199 institutional investors held Sonic Automotive (SAH) as of Q4 2022, down from 200 in Q3 2022.
  • Funds reported $892M of Sonic Automotive stock for Q4 2022, down 0.1% quarter-over-quarter.
  • 29 funds opened new Sonic Automotive positions in Q4 2022 and 29 closed out, a net change of 0 holders.
  • The largest Sonic Automotive buyer in Q4 2022 was Intrinsic Edge Capital Management, an estimated $12.8M added.
  • The largest Sonic Automotive seller in Q4 2022 was BlackRock, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2022.