Sonic Automotive
153 hedge funds and large institutions have $751M invested in Sonic Automotive in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 20 closing their positions.
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
10% more capital invested
Capital invested by funds: $683M → $751M (+$68.1M)
2% more funds holding
Funds holding: 150 → 153 (+3)
0.93% more ownership
Funds ownership: 86.38% → 87.32% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 50
14% less call options, than puts
Call options by funds: $323K | Put options by funds: $376K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$21.2M |
| 2 |
EC
Eminence Capital
New York
|
+$8.15M |
| 3 |
Millennium Management
New York
|
+$7.67M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$4.94M |
| 5 |
O
OppenheimerFunds
New York
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.96M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$7.9M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$7.63M |
| 4 |
State Street
Boston,
Massachusetts
|
-$7.07M |
| 5 |
MC
MSF Capital
New York
|
-$6.58M |
SAH Hedge Fund Activity: Q4 2015 in Review
153 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2015, worth a combined $751M — up 10% from $683M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SAH positions and 20 closed out — a net gain of 4 holders — while 49 added to existing stakes and 50 trimmed.
The largest buyer was LSV Asset Management, opening a new position worth an estimated $21.2M. The largest seller was UBS Group, cutting an estimated $8.96M.
- 153 institutional investors held Sonic Automotive (SAH) as of Q4 2015, up from 150 in Q3 2015.
- Funds reported $751M of Sonic Automotive stock for Q4 2015, up 10% quarter-over-quarter.
- 24 funds opened new Sonic Automotive positions in Q4 2015 and 20 closed out, a net change of +4 holders.
- The largest Sonic Automotive buyer in Q4 2015 was LSV Asset Management, an estimated $21.2M added.
- The largest Sonic Automotive seller in Q4 2015 was UBS Group, an estimated $8.96M sold.
Based on aggregated 13F filings for Q4 2015.