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SONC

Sonic Corp
SONC

Delisted

SONC was delisted on the 6th of December, 2018.

220 hedge funds and large institutions have $1.54B invested in Sonic Corp in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

704% more call options, than puts

Call options by funds: $75.1M | Put options by funds: $9.34M

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

24% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 68

12% more funds holding

Funds holding: 197220 (+23)

7% more capital invested

Capital invested by funds: $1.43B → $1.54B (+$106M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
220
Holders Change
+23
Holders Change %
+11.68%
% of All Funds
5.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
84
Reduced
68
Closed
23
Calls
$75.1M
Puts
$9.34M
Net Calls
+$65.8M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$113M +$4.42M +139,020 +4%
BFA
2
BlackRock Fund Advisors
California
$96.6M +$5.86M +184,467 +6%
Bank of America
3
Bank of America
North Carolina
$83.2M +$20.4M +642,780 +32%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$73M -$13.8M -435,285 -16%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$59.4M +$749K +23,568 +1%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$58.1M -$58.6M -1,845,228 -50%
CIC
7
Chilton Investment Company
Connecticut
$56.8M +$18.6M +585,675 +49%
Invesco
8
Invesco
Georgia
$56.6M -$7M -220,194 -11%
RIM
9
Ranger Investment Management
Texas
$48.9M -$29.2M -918,449 -37%
Citigroup
10
Citigroup
New York
$45.2M -$3.44M -108,319 -7%
BIT
11
BlackRock Institutional Trust
California
$44.8M -$104K -3,280 -0.2%
WRF
12
Waddell & Reed Financial
Kansas
$43M
Ameriprise
13
Ameriprise
Minnesota
$38.9M -$31.8M -1,002,328 -45%
State Street
14
State Street
Massachusetts
$32.1M +$801K +25,205 +3%
KCM
15
Kornitzer Capital Management
Kansas
$30.2M +$30.2M +951,795 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$27.6M +$7.27M +228,944 +36%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$27.4M -$39.8M -1,252,900 -59%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$22.7M +$53.2K +1,675 +0.2%
CIP
19
Chartwell Investment Partners
Pennsylvania
$21.9M +$18.9K +595 +0.1%
TCIM
20
TIAA CREF Investment Management
New York
$21.1M +$882K +27,757 +4%
TA
21
Teachers Advisors
New York
$20.2M +$6.14M +193,405 +44%
Northern Trust
22
Northern Trust
Illinois
$19.9M +$348K +10,941 +2%
CAM
23
Cortina Asset Management
Wisconsin
$19.9M -$12.3M -387,630 -38%
Deutsche Bank
24
Deutsche Bank
Germany
$18.5M +$5.87M +184,865 +46%
PAM
25
Panagora Asset Management
Massachusetts
$15.8M +$1.88M +59,106 +13%

SONC Hedge Fund Activity: Q1 2015 in Review

220 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sonic Corp (SONC) for Q1 2015, worth a combined $1.54B — up 7.4% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SONC positions and 23 closed out — a net gain of 24 holders — while 84 added to existing stakes and 68 trimmed.

The largest buyer was Kornitzer Capital Management, opening a new position worth an estimated $30.2M. The largest seller was RS Investment Management, exiting entirely with an estimated $68.2M sold.

  • 220 institutional investors held Sonic Corp (SONC) as of Q1 2015, up from 197 in Q4 2014.
  • Funds reported $1.54B of Sonic Corp stock for Q1 2015, up 7.4% quarter-over-quarter.
  • 47 funds opened new Sonic Corp positions in Q1 2015 and 23 closed out, a net change of +24 holders.
  • The largest Sonic Corp buyer in Q1 2015 was Kornitzer Capital Management, an estimated $30.2M added.
  • The largest Sonic Corp seller in Q1 2015 was RS Investment Management, an estimated $68.2M sold.

Based on aggregated 13F filings for Q1 2015.