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Sonic Automotive

189 hedge funds and large institutions have $903M invested in Sonic Automotive in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $795K | Put options by funds: $146K

7% more capital invested

Capital invested by funds: $844M → $903M (+$58.7M)

0.69% less ownership

Funds ownership: 70.87%70.18% (-0.69%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 192189 (-3)

35% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 83

Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
54
Reduced
83
Closed
25
Calls
$795K
Puts
$146K
Net Calls
+$649K
Net Calls Change
+$192K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$137M -$1.24M -21,457 -0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$99.7M -$2.04M -35,412 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$89.9M -$902K -15,641 -1%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$48.2M -$2.95M -51,220 -6%
Macquarie Group
5
Macquarie Group
Australia
$44.5M +$11.9M +206,330 +37%
State Street
6
State Street
Massachusetts
$40.5M +$84K +1,456 +0.2%
Invesco
7
Invesco
Georgia
$36.6M +$2.19M +38,035 +6%
WHG
8
Westwood Holdings Group
Texas
$33.8M -$1M -17,357 -3%
Millennium Management
9
Millennium Management
New York
$26.8M +$89.6K +1,554 +0.3%
Charles Schwab
10
Charles Schwab
California
$22.4M -$496K -8,601 -2%
TC
11
Towle & Co
Colorado
$21.8M -$573K -9,937 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$19.5M +$17.9K +311 +0.1%
Morgan Stanley
13
Morgan Stanley
New York
$17.7M +$2.68M +46,403 +18%
Northern Trust
14
Northern Trust
Illinois
$16M +$254K +4,405 +2%
Bank of America
15
Bank of America
North Carolina
$15.4M +$4.68M +81,132 +44%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$15.3M -$1.53M -26,502 -9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$14M -$813K -14,099 -6%
Goldman Sachs
18
Goldman Sachs
New York
$13M -$316K -5,475 -2%
JGC
19
J. Goldman & Co
New York
$7.61M -$4.07M -70,634 -35%
N
20
Nuveen
North Carolina
$7.45M -$1.8M -31,134 -20%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$6.87M +$6.78M +117,506 New
Ameriprise
22
Ameriprise
Minnesota
$6.22M -$764K -13,248 -11%
Citigroup
23
Citigroup
New York
$6.04M -$55K -953 -0.9%
GC
24
Guggenheim Capital
Illinois
$5.61M -$110K -1,905 -2%
Victory Capital Management
25
Victory Capital Management
Texas
$5.58M -$296K -5,125 -5%

SAH Hedge Fund Activity: Q3 2024 in Review

189 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q3 2024, worth a combined $903M — up 7% from $844M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SAH and 23 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 54 added.

The largest buyer was Macquarie Group, adding an estimated $11.9M. The largest seller was Squarepoint, cutting an estimated $4.88M.

  • 189 institutional investors held Sonic Automotive (SAH) as of Q3 2024, down from 192 in Q2 2024.
  • Funds reported $903M of Sonic Automotive stock for Q3 2024, up 7% quarter-over-quarter.
  • 23 funds opened new Sonic Automotive positions in Q3 2024 and 25 closed out, a net change of -2 holders.
  • The largest Sonic Automotive buyer in Q3 2024 was Macquarie Group, an estimated $11.9M added.
  • The largest Sonic Automotive seller in Q3 2024 was Squarepoint, an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2024.