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Sonic Automotive
SAH

200 hedge funds and large institutions have $893M invested in Sonic Automotive in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% more capital invested

Capital invested by funds: $817M → $893M (+$75.9M)

3% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $2.13M

2% less funds holding

Funds holding: 204 → 200 (-4)

5.2% less ownership

Funds ownership: 80.87% → 75.67% (-5.2%)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

44% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 96

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
54
Reduced
96
Closed
33
Calls
$2.2M
Puts
$2.13M
Net Calls
+$74K
Net Calls Change
-$1.25M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$23.1M
2
JGC
J. Goldman & Co
New York
+$11.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.76M
4
Goldman Sachs
Goldman Sachs
New York
+$5.41M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.11M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$17.6M
2
BlackRock
BlackRock
New York
-$16.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$9.32M
4
CCM
Callodine Capital Management
Massachusetts
-$9.3M
5
Bank of America
Bank of America
North Carolina
-$8.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
201
Natixis
France
– -$872K -23,800 Closed
CW
202
CreativeOne Wealth
Kansas
– -$470K -12,844 Closed
DA
203
Denali Advisors
California
– -$454K -12,400 Closed
BBL
204
Beck Bode LLC
Massachusetts
– -$409K -11,123 Closed
TA
205
Teton Advisors
New York
– -$366K -10,000 Closed
TI
206
Trexquant Investment
Connecticut
– -$359K -9,789 Closed
Walleye Trading
207
Walleye Trading
New York
– -$312K -8,527 Closed
CP
208
Camelot Portfolios
Ohio
– -$299K -8,163 Closed
Renaissance Technologies
209
Renaissance Technologies
New York
– -$293K -8,000 Closed
MSRPS
210
Maryland State Retirement & Pension System
Maryland
– -$290K -7,921 Closed
E
211
Ergoteles
New York
– -$271K -7,396 Closed
GC
212
Guggenheim Capital
Illinois
– -$245K -6,683 Closed
YIH
213
Y-Intercept (HK)
Hong Kong
– -$222K -6,060 Closed
GAM
214
Gotham Asset Management
New York
– -$218K -5,947 Closed
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$150K -4,100 Closed
SWM
216
SeaCrest Wealth Management
New York
– -$97K -2,649 Closed
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
– -$15K -409 Closed
CA
218
CoreCap Advisors
Michigan
– -$6K -175 Closed
TWP
219
TFO Wealth Partners
Ohio
– -$5K -142 Closed
C
220
Covestor
United Kingdom
– -$2.85K -63 -94%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
– -$1K -42 Closed
BWA
222
BDO Wealth Advisors
Florida
– -$1K -24 Closed
STCOSD
223
Sageworth Trust Company of South Dakota
South Dakota
– -$1K -16 Closed
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
– -$181 -4 Closed
DI
225
Disciplined Investments
Oklahoma
– +$45 +1 +50%
6 7 8
9
10

SAH Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q3 2022, worth a combined $893M — up 9.3% from $817M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SAH and 29 opened new positions — a net loss of 4 holders — while 96 trimmed existing stakes and 54 added.

The largest buyer was Balyasny Asset Management, adding an estimated $23.1M. The largest seller was Millennium Management, cutting an estimated $17.6M.

  • 200 institutional investors held Sonic Automotive (SAH) as of Q3 2022, down from 204 in Q2 2022.
  • Funds reported $893M of Sonic Automotive stock for Q3 2022, up 9.3% quarter-over-quarter.
  • 29 funds opened new Sonic Automotive positions in Q3 2022 and 33 closed out, a net change of -4 holders.
  • The largest Sonic Automotive buyer in Q3 2022 was Balyasny Asset Management, an estimated $23.1M added.
  • The largest Sonic Automotive seller in Q3 2022 was Millennium Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2022.