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Sonic Automotive
SAH

Overview Fund Activity

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.

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
63
Reduced
80
Closed
28
Calls
$3.17M
Puts
$9.24M
Net Calls
-$6.07M
Net Calls Change
-$7.21M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$81.6M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$12M
3
MP
3
Mangrove Partners
Connecticut
$11.6M
4
ER
4
EVR Research
Virginia
$29.7M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$20.2M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$415K
2
Millennium Management
2
Millennium Management
New York
$1.96M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.64M
4
FA
4
Friess Associates
Delaware
$0
5
HA
5
Heartland Advisors
Wisconsin
$5.08M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$207M 4,191,859 +141,294 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M 2,278,697 -28,418 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$91.3M 1,847,285 -50,142 -3%
WHG
4
Westwood Holdings Group
Texas
$81.6M 1,649,404 +522,895 +46%
State Street
5
State Street
Massachusetts
$43.9M 885,790 -16,085 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$37.6M 760,428 -81,100 -10%
ER
7
EVR Research
Virginia
$29.7M 600,000 +181,996 +44%
TCA
8
Teewinot Capital Advisers
New York
$28.5M 575,326 – –
Macquarie Group
9
Macquarie Group
Australia
$28M 566,715 +10,395 +2%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$23.9M 482,964 +14,300 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.3M 409,641 +3,283 +0.8%
IECM
12
Intrinsic Edge Capital Management
Illinois
$20.2M 407,546 +173,528 +74%
Northern Trust
13
Northern Trust
Illinois
$19.6M 395,603 -4,124 -1%
Charles Schwab
14
Charles Schwab
California
$18.7M 378,893 +16,267 +4%
MOACM
15
Mutual of America Capital Management
New York
$16.9M 341,877 -2,843 -0.8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.3M 329,536 -60,403 -15%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$14.8M 299,947 +56,189 +23%
CC
18
Clearline Capital
New York
$14.4M 291,165 +143,000 +97%
Invesco
19
Invesco
Georgia
$13.6M 275,125 -93,302 -25%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$12.6M 255,600 – –
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$12M 243,269 +243,269 New
MP
22
Mangrove Partners
Connecticut
$11.6M 235,027 +235,027 New
CCM
23
Callodine Capital Management
Massachusetts
$11.4M 230,000 +35,000 +18%
Morgan Stanley
24
Morgan Stanley
New York
$10.9M 221,199 -10,021 -4%
Goldman Sachs
25
Goldman Sachs
New York
$8.65M 174,821 +93,816 +116%
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