Sonic Automotive
SAH
136 hedge funds and large institutions have $358M invested in Sonic Automotive in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
19% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 36
10% more funds holding
Funds holding: 124 → 136 (+12)
3.86% less ownership
Funds ownership: 88.45% → 84.59% (-3.9%)
32% less capital invested
Capital invested by funds: $525M → $358M (-$168M)
99% less call options, than puts
Call options by funds: $4K | Put options by funds: $727K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.16M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$2.82M |
| 3 |
O
OppenheimerFunds
New York
|
+$1.12M |
| 4 |
Bank of New York Mellon
New York
|
+$1.07M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$18.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.92M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$4.26M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.64M |
SAH Hedge Fund Activity: Q4 2018 in Review
136 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2018, worth a combined $358M — down 32% from $525M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SAH positions and 8 closed out — a net gain of 12 holders — while 43 added to existing stakes and 36 trimmed.
The largest buyer was BlackRock, adding an estimated $3.16M. The largest seller was Ceredex Value Advisors, cutting an estimated $18.3M.
- 136 institutional investors held Sonic Automotive (SAH) as of Q4 2018, up from 124 in Q3 2018.
- Funds reported $358M of Sonic Automotive stock for Q4 2018, down 32% quarter-over-quarter.
- 20 funds opened new Sonic Automotive positions in Q4 2018 and 8 closed out, a net change of +12 holders.
- The largest Sonic Automotive buyer in Q4 2018 was BlackRock, an estimated $3.16M added.
- The largest Sonic Automotive seller in Q4 2018 was Ceredex Value Advisors, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2018.