Sonic Automotive
188 hedge funds and large institutions have $954M invested in Sonic Automotive in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 77 reducing their positions, and 23 closing their positions.
321% more call options, than puts
Call options by funds: $1.34M | Put options by funds: $317K
6% more capital invested
Capital invested by funds: $903M → $954M (+$51.2M)
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 189 → 188 (-1)
2.25% less ownership
Funds ownership: 70.18% → 67.93% (-2.2%)
25% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
+$4.98M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4M |
| 3 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$3.34M |
| 4 |
DA
Denali Advisors
San Diego,
California
|
+$2.84M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.5M |
| 2 |
Morgan Stanley
New York
|
-$7.11M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$5.61M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$4.36M |
| 5 |
Goldman Sachs
New York
|
-$3.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
KBC Group
Brussels,
Belgium
| – | -$36K | -613 | Closed |
|
202
Acadian Asset Management
Boston,
Massachusetts
| – | -$31K | -538 | Closed |
|
|
MTC
203
Matrix Trust Company
Denver,
Colorado
| – | -$16K | -271 | Closed |
|
|
QL
204
Quarry LP
New York
| – | -$9.3K | -159 | Closed |
|
|
PD
205
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$1.34K | -23 | Closed |
|
|
CPA
206
Capital Performance Advisors
Walnut Creek,
California
| – | -$409 | -7 | Closed |
|
|
GRP
207
Global Retirement Partners
San Rafael,
California
| – | -$351 | -6 | Closed |
|
|
CA
208
Claris Advisors
St. Louis,
Missouri
| – | -$58 | -1 | Closed |
|
|
MFG
209
Mendota Financial Group
Madison,
Wisconsin
| – | -$59 | -1 | Closed |
|
|
C
210
Covestor
London,
United Kingdom
| – | +$62 | +1 | +100% |
|
|
HWM
211
Hemington Wealth Management
Falls Church,
Virginia
| – | +$248 | +4 | +67% |
|
SAH Hedge Fund Activity: Q4 2024 in Review
188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2024, worth a combined $954M — up 5.7% from $903M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SAH positions and 23 closed out — a net gain of 1 holder — while 58 added to existing stakes and 77 trimmed.
The largest buyer was Verition Fund Management, adding an estimated $4.98M. The largest seller was Bank of America, cutting an estimated $10.5M.
- 188 institutional investors held Sonic Automotive (SAH) as of Q4 2024, down from 189 in Q3 2024.
- Funds reported $954M of Sonic Automotive stock for Q4 2024, up 5.7% quarter-over-quarter.
- 24 funds opened new Sonic Automotive positions in Q4 2024 and 23 closed out, a net change of +1 holder.
- The largest Sonic Automotive buyer in Q4 2024 was Verition Fund Management, an estimated $4.98M added.
- The largest Sonic Automotive seller in Q4 2024 was Bank of America, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2024.