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Sonic Automotive

179 hedge funds and large institutions have $1.16B invested in Sonic Automotive in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
53
Reduced
74
Closed
28
Calls
$2.01M
Puts
$714K
Net Calls
+$1.29M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$194M +$11.7M +235,521 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M +$4.03M +81,299 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M -$13.1M -263,508 -11%
WHG
4
Westwood Holdings Group
Texas
$65.2M +$49.8M +1,005,623 +325%
Victory Capital Management
5
Victory Capital Management
Texas
$61.4M +$2.34M +47,284 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$47.5M -$2.67M -53,900 -5%
State Street
7
State Street
Massachusetts
$45.1M -$2.2M -44,337 -5%
Citadel Advisors
8
Citadel Advisors
Florida
$31.2M +$13.4M +269,555 +75%
Macquarie Group
9
Macquarie Group
Australia
$27.4M -$11.8M -237,539 -30%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$23.8M -$561K -11,310 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.1M +$2.04M +41,242 +10%
Northern Trust
12
Northern Trust
Illinois
$21.7M -$38M -766,181 -64%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$21.1M -$15.6M -313,989 -42%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$17.9M +$2.93M +59,186 +20%
Charles Schwab
15
Charles Schwab
California
$17.8M -$497K -10,018 -3%
TCA
16
Teewinot Capital Advisers
New York
$16M
Invesco
17
Invesco
Georgia
$13.8M +$4.59M +92,615 +50%
ER
18
EVR Research
Virginia
$12.9M -$8.1M -163,366 -39%
HA
19
Heartland Advisors
Wisconsin
$12.7M -$2.33M -47,038 -15%
Goldman Sachs
20
Goldman Sachs
New York
$11.8M -$21.9M -441,097 -65%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$11.5M +$5.32M +107,254 +86%
RA
22
Royce & Associates
New York
$11.4M -$885K -17,851 -7%
BCM
23
Bridgeway Capital Management
Texas
$11.1M +$793K +16,000 +8%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$10.7M +$9.71M +195,896 +1,005%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$9.46M -$2.49M -50,180 -21%