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Sonic Automotive

188 hedge funds and large institutions have $954M invested in Sonic Automotive in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $317K

6% more capital invested

Capital invested by funds: $903M → $954M (+$51.2M)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 189188 (-1)

2.25% less ownership

Funds ownership: 70.18%67.93% (-2.2%)

25% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 77

Holders
188
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
58
Reduced
77
Closed
23
Calls
$1.34M
Puts
$317K
Net Calls
+$1.02M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$151M +$1.98M +32,009 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$105M -$3.24M -52,238 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$98.7M +$1.24M +20,058 +1%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$56.3M +$4M +64,540 +8%
Macquarie Group
5
Macquarie Group
Australia
$48.1M -$151K -2,445 -0.3%
State Street
6
State Street
Massachusetts
$43.8M -$99.5K -1,607 -0.2%
Invesco
7
Invesco
Georgia
$38M -$1.53M -24,758 -4%
WHG
8
Westwood Holdings Group
Texas
$32.2M -$4.36M -70,366 -12%
Millennium Management
9
Millennium Management
New York
$30.2M +$1.11M +17,965 +4%
Charles Schwab
10
Charles Schwab
California
$24.1M -$153K -2,471 -0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$21.1M -$78.4K -1,266 -0.4%
TC
12
Towle & Co
Colorado
$19.8M -$3.68M -59,490 -16%
Northern Trust
13
Northern Trust
Illinois
$18.4M +$1.13M +18,232 +7%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$16.4M -$216K -3,481 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.2M -$966K -15,594 -7%
Morgan Stanley
16
Morgan Stanley
New York
$11.9M -$7.11M -114,765 -38%
Goldman Sachs
17
Goldman Sachs
New York
$10M -$3.95M -63,727 -29%
First Eagle Investment Management
18
First Eagle Investment Management
New York
$8.37M +$904K +14,600 +12%
N
19
Nuveen
North Carolina
$8.16M +$85.8K +1,386 +1%
JGC
20
J. Goldman & Co
New York
$8.05M -$187K -3,026 -2%
PFC
21
Phocas Financial Corp
California
$7.37M +$3.34M +54,008 +87%
Ameriprise
22
Ameriprise
Minnesota
$7.08M +$332K +5,358 +5%
Bank of America
23
Bank of America
North Carolina
$5.96M -$10.5M -169,381 -64%
Verition Fund Management
24
Verition Fund Management
Connecticut
$5.77M +$4.98M +80,342 +751%
DA
25
Denali Advisors
California
$5.52M +$2.84M +45,857 +111%

SAH Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q4 2024, worth a combined $954M — up 5.7% from $903M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SAH positions and 23 closed out — a net gain of 1 holder — while 58 added to existing stakes and 77 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $4.98M. The largest seller was Bank of America, cutting an estimated $10.5M.

  • 188 institutional investors held Sonic Automotive (SAH) as of Q4 2024, down from 189 in Q3 2024.
  • Funds reported $954M of Sonic Automotive stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 24 funds opened new Sonic Automotive positions in Q4 2024 and 23 closed out, a net change of +1 holder.
  • The largest Sonic Automotive buyer in Q4 2024 was Verition Fund Management, an estimated $4.98M added.
  • The largest Sonic Automotive seller in Q4 2024 was Bank of America, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2024.