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Sonic Automotive
SAH

192 hedge funds and large institutions have $844M invested in Sonic Automotive in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

59% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $779K

4% more funds holding

Funds holding: 184 → 192 (+8)

1% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 69

0.98% less ownership

Funds ownership: 71.84% → 70.87% (-0.98%)

6% less capital invested

Capital invested by funds: $898M → $844M (-$54M)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
70
Reduced
69
Closed
16
Calls
$1.24M
Puts
$779K
Net Calls
+$457K
Net Calls Change
-$3.18M

Top Buyers

1
Citigroup
Citigroup
New York
+$5.18M
2
Victory Capital Management
Victory Capital Management
Texas
+$4.68M
3
Squarepoint
Squarepoint
New York
+$4.59M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.81M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.62M

Top Sellers

1
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$7.33M
2
HHAM
HITE Hedge Asset Management
Massachusetts
-$5.37M
3
LSV Asset Management
LSV Asset Management
Illinois
-$5.26M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$3.78M
5
CSS
Cubist Systematic Strategies
Connecticut
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$2.29K – – –
QL
177
Quarry LP
New York
$2.12K +$2.16K +39 New
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$1.74K – – –
UB
179
UMB Bank
Missouri
$1.2K +$887 +16 +267%
SC
180
Stephens Consulting
Michigan
$763 +$776 +14 New
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$708 – – –
HNB
182
Huntington National Bank
Ohio
$599 +$277 +5 +83%
JWA
183
JFS Wealth Advisors
Pennsylvania
$545 – – –
RIL
184
Rothschild Investment LLC
Illinois
$545 +$554 +10 New
GRP
185
Global Retirement Partners
California
$490 – – –
LC
186
Lindbrook Capital
California
$436 +$443 +8 New
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$381 – – –
DPW
188
DiNuzzo Private Wealth
Pennsylvania
$218 +$111 +2 +100%
Osaic Holdings
189
Osaic Holdings
Arizona
$171 – – –
SIC
190
SJS Investment Consulting
Ohio
$164 – – –
FFA
191
Farther Finance Advisors
California
$54 – – –
CCPM
192
Cooper Creek Partners Management
New York
– -$3.01M -52,804 Closed
CC
193
Corton Capital
Ontario, Canada
– -$827K -14,522 Closed
TPSF
194
Texas Permanent School Fund
Texas
– -$741K -13,008 Closed
Man Group
195
Man Group
United Kingdom
– -$630K -11,061 Closed
Capstone Investment Advisors
196
Capstone Investment Advisors
New York
– -$515K -9,053 Closed
SPA
197
Sherbrooke Park Advisers
New York
– -$484K -8,500 Closed
LOAMU
198
Lombard Odier Asset Management (USA)
New York
– -$480K -8,431 Closed
AIG
199
American International Group
New York
– -$451K -7,919 Closed
N
200
Numerai
California
– -$322K -5,658 Closed
5 6 7
8
9

SAH Hedge Fund Activity: Q2 2024 in Review

192 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q2 2024, worth a combined $844M — down 6% from $898M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SAH positions and 16 closed out — a net gain of 10 holders — while 70 added to existing stakes and 69 trimmed.

The largest buyer was Citigroup, adding an estimated $5.18M. The largest seller was State of Wisconsin Investment Board, cutting an estimated $7.33M.

  • 192 institutional investors held Sonic Automotive (SAH) as of Q2 2024, up from 184 in Q1 2024.
  • Funds reported $844M of Sonic Automotive stock for Q2 2024, down 6% quarter-over-quarter.
  • 26 funds opened new Sonic Automotive positions in Q2 2024 and 16 closed out, a net change of +10 holders.
  • The largest Sonic Automotive buyer in Q2 2024 was Citigroup, an estimated $5.18M added.
  • The largest Sonic Automotive seller in Q2 2024 was State of Wisconsin Investment Board, an estimated $7.33M sold.

Based on aggregated 13F filings for Q2 2024.