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Sonic Automotive
SAH

Overview Fund Activity

144 hedge funds and large institutions have $668M invested in Sonic Automotive in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.61%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
51
Reduced
48
Closed
10
Calls
–
Puts
$664K
Net Calls
-$664K
Net Calls Change
-$208K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$48.9M
2
EM
2
Elliott Management
New York
$18M
3
BFA
3
BlackRock Fund Advisors
California
$50.3M
4
VFA
4
Virtus Fund Advisers
Connecticut
$42.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.62M

Top Sellers

1
LCP
1
Lombardia Capital Partners
California
$13.9M
2
FG
2
Formula Growth
Quebec, Canada
$2.29M
3
Bank of America
3
Bank of America
North Carolina
$2.2M
4
MPEM
4
Marathon Partners Equity Management
New York
$0
5
Northern Trust
5
Northern Trust
Illinois
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$66.7M 2,910,709 -21,335 -0.7%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$59.5M 2,597,833 -7,710 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.9M 2,265,568 +61,188 +3%
BFA
4
BlackRock Fund Advisors
California
$50.3M 2,197,988 +275,051 +14%
LSV Asset Management
5
LSV Asset Management
Illinois
$48.9M 2,136,284 +647,387 +43%
VFA
6
Virtus Fund Advisers
Connecticut
$42.1M 1,833,108 +138,294 +8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$28.1M 1,225,000 – –
BIT
8
BlackRock Institutional Trust
California
$22.6M 987,854 -129,307 -12%
Northern Trust
9
Northern Trust
Illinois
$22.3M 973,033 -173,759 -15%
TC
10
Towle & Co
Colorado
$20.2M 883,270 +17,710 +2%
EM
11
Elliott Management
New York
$18M 784,904 +315,999 +67%
State Street
12
State Street
Massachusetts
$17.4M 760,968 -21,878 -3%
LCP
13
Lombardia Capital Partners
California
$13.9M 605,727 -534,642 -47%
HA
14
Heartland Advisors
Wisconsin
$13.8M 602,901 +118,775 +25%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11.5M 500,116 +50,952 +11%
Citadel Advisors
16
Citadel Advisors
Florida
$10.1M 441,037 +28,193 +7%
Charles Schwab
17
Charles Schwab
California
$7.26M 316,899 +47,436 +18%
PGIM
18
Pacific Global Investment Management
California
$6.9M 301,195 -10,200 -3%
O
19
OppenheimerFunds
New York
$6.25M 272,744 +6,816 +3%
Prudential Financial
20
Prudential Financial
New Jersey
$5.92M 258,454 -2,402 -0.9%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.62M 245,396 +130,026 +113%
PAM
22
Panagora Asset Management
Massachusetts
$5.5M 240,252 +23,030 +11%
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.06M 220,741 -294 -0.1%
Morgan Stanley
24
Morgan Stanley
New York
$4.73M 206,622 +50,035 +32%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$4.72M 206,032 +6,660 +3%
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