Sonic Automotive
179 hedge funds and large institutions have $1.16B invested in Sonic Automotive in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 28 closing their positions.
181% more call options, than puts
Call options by funds: $2.01M | Put options by funds: $714K
23% more capital invested
Capital invested by funds: $940M → $1.16B (+$217M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.82% less ownership
Funds ownership: 81.17% → 80.35% (-0.82%)
3% less funds holding
Funds holding: 184 → 179 (-5)
14% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 28
28% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$46.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$12.5M |
| 3 |
BlackRock
New York
|
+$10.9M |
| 4 |
D.E. Shaw & Co
New York
|
+$9.09M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$8.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$35.5M |
| 2 |
Goldman Sachs
New York
|
-$20.5M |
| 3 |
Bank of New York Mellon
New York
|
-$14.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$13.1M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCG
201
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$31K | -797 | Closed |
|
202
Simplex Trading
Chicago,
Illinois
| – | -$6.45K | -139 | Closed |
|
|
PWPS
203
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$5K | -127 | Closed |
|
|
RPWA
204
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$1K | -26 | Closed |
|
|
HI
205
Harbour Investments
Madison,
Wisconsin
| – | +$464 | +10 | New |
|
SAH Hedge Fund Activity: Q1 2021 in Review
179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2021, worth a combined $1.16B — up 23% from $940M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of SAH and 24 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 53 added.
The largest buyer was Westwood Holdings Group, adding an estimated $46.6M. The largest seller was Northern Trust, cutting an estimated $35.5M.
- 179 institutional investors held Sonic Automotive (SAH) as of Q1 2021, down from 184 in Q4 2020.
- Funds reported $1.16B of Sonic Automotive stock for Q1 2021, up 23% quarter-over-quarter.
- 24 funds opened new Sonic Automotive positions in Q1 2021 and 28 closed out, a net change of -4 holders.
- The largest Sonic Automotive buyer in Q1 2021 was Westwood Holdings Group, an estimated $46.6M added.
- The largest Sonic Automotive seller in Q1 2021 was Northern Trust, an estimated $35.5M sold.
Based on aggregated 13F filings for Q1 2021.