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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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$5.37K +$2.11K +44 +68%
AIC
177
Archer Investment Corporation
Indiana
$5.04K – – –
Osaic Holdings
178
Osaic Holdings
Arizona
$5K -$44.1K -921 -90%
MTIC
179
Missouri Trust & Investment Company
Missouri
$5K – – –
S
180
SignatureFD
Georgia
$3.84K -$1.63K -34 -30%
PFBT
181
Parkside Financial Bank & Trust
Missouri
$2.71K – – –
QCG
182
Quadrant Capital Group
Ohio
$2.07K – – –
ADL
183
Asset Dedication LLC
California
$2K +$2.39K +50 New
EWA
184
EverSource Wealth Advisors
Alabama
$1.83K – – –
SBL
185
Sargent Bickham Lagudis
Colorado
$1.28K – – –
AF
186
Allworth Financial
California
$1.13K +$718 +15 +188%
GWS
187
Glassman Wealth Services
Virginia
$788 – – –
HCP
188
Hexagon Capital Partners
Arkansas
$788 +$766 +16 New
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$641 – – –
SC
190
Schubert & Co
Texas
$591 +$144 +3 +33%
JWA
191
JFS Wealth Advisors
Pennsylvania
$345 -$48 -1 -13%
LC
192
Lindbrook Capital
California
$296 – – –
PA
193
Parallel Advisors
California
$296 – – –
SIC
194
SJS Investment Consulting
Ohio
$246 +$191 +4 +400%
DI
195
Disciplined Investments
Oklahoma
$148 – – –
AF
196
Advisornet Financial
Minnesota
$148 +$144 +3 New
TWA
197
TCI Wealth Advisors
Arizona
$49 – – –
First Trust Advisors
198
First Trust Advisors
Illinois
– -$4.65M -107,435 Closed
WMSA
199
Weiss Multi-Strategy Advisers
New York
– -$4.46M -103,086 Closed
QC
200
Quadrature Capital
United Kingdom
– -$2.23M -51,465 Closed
6 7
8
9 10

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.