Sonic Automotive
205 hedge funds and large institutions have $952M invested in Sonic Automotive in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 37 closing their positions.
903% more call options, than puts
Call options by funds: $973K | Put options by funds: $97K
1.08% less ownership
Funds ownership: 81.29% → 80.21% (-1.1%)
6% less funds holding
Funds holding: 218 → 205 (-13)
11% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 79
19% less capital invested
Capital invested by funds: $1.17B → $952M (-$219M)
35% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 37
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$15.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$10.8M |
| 3 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$5.67M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$5.11M |
| 5 |
Goldman Sachs
New York
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$15.5M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$12.4M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$7.04M |
| 4 |
ER
EVR Research
Richmond,
Virginia
|
-$6.4M |
| 5 |
Two Sigma Investments
New York
|
-$5.15M |
SAH Hedge Fund Activity: Q1 2022 in Review
205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2022, worth a combined $952M — down 19% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of SAH and 24 opened new positions — a net loss of 13 holders — while 79 trimmed existing stakes and 70 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $15.3M. The largest seller was Westwood Holdings Group, cutting an estimated $15.5M.
- 205 institutional investors held Sonic Automotive (SAH) as of Q1 2022, down from 218 in Q4 2021.
- Funds reported $952M of Sonic Automotive stock for Q1 2022, down 19% quarter-over-quarter.
- 24 funds opened new Sonic Automotive positions in Q1 2022 and 37 closed out, a net change of -13 holders.
- The largest Sonic Automotive buyer in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $15.3M added.
- The largest Sonic Automotive seller in Q1 2022 was Westwood Holdings Group, an estimated $15.5M sold.
Based on aggregated 13F filings for Q1 2022.