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Sonic Automotive
SAH

Overview Fund Activity

124 hedge funds and large institutions have $525M invested in Sonic Automotive in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
47
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Matarin Capital Management
New York
+$3.33M
2
State Street
State Street
Massachusetts
+$3.06M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.96M
4
SW
SVB Wealth
Massachusetts
+$1.64M
5
BlackRock
BlackRock
New York
+$1.27M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.93M
2
CVA
Ceredex Value Advisors
Florida
-$6.92M
3
CIA
Cascade Investment Advisors
Oregon
-$1.18M
4
Northern Trust
Northern Trust
Illinois
-$1.11M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$750K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$78.8M +$1.27M +65,494 +2%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$55.8M +$1.96M +101,100 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.1M -$154K -7,938 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.3M +$854K +44,150 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$44.2M -$25.2K -1,300 -0.1%
CVA
6
Ceredex Value Advisors
Florida
$32.2M -$6.92M -356,458 -18%
Northern Trust
7
Northern Trust
Illinois
$23.6M -$1.11M -57,437 -4%
TC
8
Towle & Co
Colorado
$22.9M +$156K +8,080 +0.7%
State Street
9
State Street
Massachusetts
$19.4M +$3.06M +158,001 +19%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$18.8M -$6.93M -358,000 -27%
Prudential Financial
11
Prudential Financial
New Jersey
$12.7M +$877K +45,309 +7%
Charles Schwab
12
Charles Schwab
California
$10.2M +$369K +19,058 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.08M +$254K +13,110 +3%
O
14
OppenheimerFunds
New York
$5.91M +$313K +16,198 +6%
BCM
15
Bridgeway Capital Management
Texas
$5.88M – – –
Morgan Stanley
16
Morgan Stanley
New York
$5.02M +$995K +51,402 +25%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.6M +$432K +22,312 +10%
Goldman Sachs
18
Goldman Sachs
New York
$4.39M -$677K -34,995 -13%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.69M +$42K +2,171 +1%
PPA
20
Parametric Portfolio Associates
Washington
$3.49M -$55.1K -2,849 -2%
MCM
21
Matarin Capital Management
New York
$3.33M +$3.33M +171,966 New
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.06M -$340K -17,596 -10%
Invesco
23
Invesco
Georgia
$3.03M +$184K +9,531 +6%
Ameriprise
24
Ameriprise
Minnesota
$2.81M -$12.4K -643 -0.4%
Citadel Advisors
25
Citadel Advisors
Florida
$2.58M -$350K -18,082 -12%
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