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Sonic Automotive

189 hedge funds and large institutions have $903M invested in Sonic Automotive in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $795K | Put options by funds: $146K

7% more capital invested

Capital invested by funds: $844M → $903M (+$58.7M)

0.69% less ownership

Funds ownership: 70.87%70.18% (-0.69%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 192189 (-3)

35% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 83

Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
54
Reduced
83
Closed
25
Calls
$795K
Puts
$146K
Net Calls
+$649K
Net Calls Change
+$192K
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
151
Acadian Asset Management
Massachusetts
$31K +$31K +538 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$29K -$1.15K -20 -4%
VCM
153
Versant Capital Management
Arizona
$28.3K
Nomura Asset Management
154
Nomura Asset Management
Japan
$21.1K
RTC
155
Riverview Trust Company
Washington
$19.9K
MTC
156
Matrix Trust Company
Colorado
$16K +$577 +10 +4%
HCP
157
Hexagon Capital Partners
Arkansas
$15.6K -$288 -5 -2%
US Bancorp
158
US Bancorp
Minnesota
$10.9K -$500K -8,675 -98%
QL
159
Quarry LP
New York
$9.3K +$6.92K +120 +308%
Barrow, Hanley, Mewhinney & Strauss
160
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.08K
AIC
161
Archer Investment Corporation
Indiana
$6.23K
Bessemer Group
162
Bessemer Group
New Jersey
$6K
ACM
163
Aster Capital Management
United Arab Emirates
$5.91K +$5.82K +101 New
SAM
164
Smartleaf Asset Management
Massachusetts
$4.61K +$231 +4 +5%
CAS
165
Coppell Advisory Solutions
Texas
$4.49K
GI
166
GAMMA Investing
California
$4.39K +$807 +14 +23%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$4.04K -$865 -15 -18%
PFC
168
Phocas Financial Corp
California
$3.65K +$3.59M +62,335 New
Osaic Holdings
169
Osaic Holdings
Arizona
$3.28K +$3.06K +53 +1,767%
AF
170
Allworth Financial
California
$3.04K
UB
171
UMB Bank
Missouri
$2.57K +$1.27K +22 +100%
QCG
172
Quadrant Capital Group
Ohio
$2.46K
SCM
173
Sterling Capital Management
North Carolina
$2.34K +$2.31K +40 New
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$1.93K
RIL
175
Rothschild Investment LLC
Illinois
$1.46K +$865 +15 +150%

SAH Hedge Fund Activity: Q3 2024 in Review

189 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q3 2024, worth a combined $903M — up 7% from $844M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SAH and 23 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 54 added.

The largest buyer was Macquarie Group, adding an estimated $11.9M. The largest seller was Squarepoint, cutting an estimated $4.88M.

  • 189 institutional investors held Sonic Automotive (SAH) as of Q3 2024, down from 192 in Q2 2024.
  • Funds reported $903M of Sonic Automotive stock for Q3 2024, up 7% quarter-over-quarter.
  • 23 funds opened new Sonic Automotive positions in Q3 2024 and 25 closed out, a net change of -2 holders.
  • The largest Sonic Automotive buyer in Q3 2024 was Macquarie Group, an estimated $11.9M added.
  • The largest Sonic Automotive seller in Q3 2024 was Squarepoint, an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2024.