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Sonic Automotive

150 hedge funds and large institutions have $836M invested in Sonic Automotive in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more capital invested

Capital invested by funds: $337M → $836M (+$500M)

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

14% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $4.36M

6% more funds holding

Funds holding: 142150 (+8)

2.2% more ownership

Funds ownership: 82.59%84.8% (+2.2%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
46
Reduced
55
Closed
25
Calls
$4.97M
Puts
$4.36M
Net Calls
+$618K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$123M -$5.22M -226,379 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$80.5M -$587K -25,469 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$76.3M -$1.32M -57,110 -2%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$43.2M -$6.51M -282,749 -17%
Goldman Sachs
5
Goldman Sachs
New York
$42.5M +$10.2M +442,699 +50%
Northern Trust
6
Northern Trust
Illinois
$39.5M +$72.9K +3,164 +0.3%
LSV Asset Management
7
LSV Asset Management
Illinois
$35.4M -$2.61M -113,300 -9%
Victory Capital Management
8
Victory Capital Management
Texas
$30.3M +$20.9M +905,840 +2,098%
State Street
9
State Street
Massachusetts
$29.2M -$266K -11,551 -1%
GIM
10
Granahan Investment Management
Massachusetts
$23.1M +$13.1M +570,002 +372%
DCM
11
Driehaus Capital Management
Illinois
$22.7M +$8.31M +360,477 +103%
TC
12
Towle & Co
Colorado
$18.8M +$2.88M +125,035 +27%
Charles Schwab
13
Charles Schwab
California
$16.4M +$6.53M +283,608 +123%
Grantham, Mayo, Van Otterloo & Co (GMO)
14
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.2M -$1.88M -81,400 -15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$14.7M +$1.3M +56,526 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.2M -$623K -27,050 -7%
HA
17
Heartland Advisors
Wisconsin
$11.5M +$1.2M +52,117 +17%
Prudential Financial
18
Prudential Financial
New Jersey
$11M -$21M -913,272 -73%
SCM
19
SG Capital Management
Illinois
$11M +$7.93M +343,984 New
Citadel Advisors
20
Citadel Advisors
Florida
$10.8M +$4.85M +210,442 +163%
N
21
Nuveen
North Carolina
$8.39M -$1.69M -73,351 -22%
WHG
22
Westwood Holdings Group
Texas
$8.23M +$5.94M +257,853 New
MOACM
23
Mutual of America Capital Management
New York
$7M -$38.9K -1,688 -0.8%
BCM
24
Bridgeway Capital Management
Texas
$6.99M -$887K -38,500 -15%
Invesco
25
Invesco
Georgia
$6.96M -$848K -36,800 -14%

SAH Hedge Fund Activity: Q2 2020 in Review

150 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q2 2020, worth a combined $836M — up 148% from $337M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SAH positions and 25 closed out — a net gain of 8 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $20.9M. The largest seller was Prudential Financial, cutting an estimated $21M.

  • 150 institutional investors held Sonic Automotive (SAH) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $836M of Sonic Automotive stock for Q2 2020, up 148% quarter-over-quarter.
  • 33 funds opened new Sonic Automotive positions in Q2 2020 and 25 closed out, a net change of +8 holders.
  • The largest Sonic Automotive buyer in Q2 2020 was Victory Capital Management, an estimated $20.9M added.
  • The largest Sonic Automotive seller in Q2 2020 was Prudential Financial, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2020.