Sonic Automotive
218 hedge funds and large institutions have $1.17B invested in Sonic Automotive in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 28 closing their positions.
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
5% more funds holding
Funds holding: 208 → 218 (+10)
0.66% more ownership
Funds ownership: 80.63% → 81.29% (+0.66%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
7% less capital invested
Capital invested by funds: $1.26B → $1.17B (-$86.7M)
21% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 80
66% less call options, than puts
Call options by funds: $3.17M | Put options by funds: $9.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$26.2M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$12.2M |
| 3 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$11.8M |
| 4 |
ER
EVR Research
Richmond,
Virginia
|
+$9.12M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$8.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$48.6M |
| 2 |
Millennium Management
New York
|
-$22.2M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$17.5M |
| 4 |
FA
Friess Associates
Greenville,
Delaware
|
-$7.66M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$6.4M |
SAH Hedge Fund Activity: Q4 2021 in Review
218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2021, worth a combined $1.17B — down 6.9% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SAH positions and 28 closed out — a net gain of 12 holders — while 63 added to existing stakes and 80 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $26.2M. The largest seller was Victory Capital Management, cutting an estimated $48.6M.
- 218 institutional investors held Sonic Automotive (SAH) as of Q4 2021, up from 208 in Q3 2021.
- Funds reported $1.17B of Sonic Automotive stock for Q4 2021, down 6.9% quarter-over-quarter.
- 40 funds opened new Sonic Automotive positions in Q4 2021 and 28 closed out, a net change of +12 holders.
- The largest Sonic Automotive buyer in Q4 2021 was Westwood Holdings Group, an estimated $26.2M added.
- The largest Sonic Automotive seller in Q4 2021 was Victory Capital Management, an estimated $48.6M sold.
Based on aggregated 13F filings for Q4 2021.