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SONC

Sonic Corp
SONC

Delisted

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

219 hedge funds and large institutions have $1.43B invested in Sonic Corp in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $7.9M

0% less funds holding

Funds holding: 220219 (-1)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

7% less capital invested

Capital invested by funds: $1.54B → $1.43B (-$110M)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
5.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
79
Reduced
89
Closed
31
Calls
$9.24M
Puts
$7.9M
Net Calls
+$1.34M
Net Calls Change
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$104M +$1.46M +47,673 +1%
BFA
2
BlackRock Fund Advisors
California
$83.5M -$4.49M -146,259 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.4M +$116K +3,775 +0.2%
CIC
4
Chilton Investment Company
Connecticut
$65.6M +$14.9M +485,692 +27%
Bank of America
5
Bank of America
North Carolina
$60.1M -$16.5M -539,035 -21%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$53.4M -$646K -21,031 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$50.2M +$27M +877,892 +102%
RIM
8
Ranger Investment Management
Texas
$43.3M -$1.19M -38,761 -3%
Citigroup
9
Citigroup
New York
$41.5M +$435K +14,154 +1%
Invesco
10
Invesco
Georgia
$39.3M -$12.9M -421,467 -24%
WRF
11
Waddell & Reed Financial
Kansas
$39M
BIT
12
BlackRock Institutional Trust
California
$37.4M -$3.54M -115,196 -8%
KCM
13
Kornitzer Capital Management
Kansas
$37.3M +$10.6M +344,915 +36%
Millennium Management
14
Millennium Management
New York
$33M +$20.1M +653,247 +133%
State Street
15
State Street
Massachusetts
$28.1M -$1.05M -34,099 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$25.5M +$404K +13,145 +2%
CIP
17
Chartwell Investment Partners
Pennsylvania
$23.4M +$3.66M +119,307 +17%
TCIM
18
TIAA CREF Investment Management
New York
$22.2M +$3.23M +105,228 +16%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$21M +$380K +12,391 +2%
TA
20
Teachers Advisors
New York
$18.1M -$204K -6,657 -1%
Northern Trust
21
Northern Trust
Illinois
$18M -$82.3K -2,682 -0.4%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$17.9M +$19M +620,167 New
Goldman Sachs
23
Goldman Sachs
New York
$17.8M +$6.85M +223,077 +57%
NAM
24
NorthCoast Asset Management
Connecticut
$17.4M +$18M +586,724 +3,204%
CAM
25
Cortina Asset Management
Wisconsin
$17M -$1.11M -36,166 -6%

SONC Hedge Fund Activity: Q2 2015 in Review

219 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Sonic Corp (SONC) for Q2 2015, worth a combined $1.43B — down 7.2% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SONC and 30 opened new positions — a net loss of 1 holder — while 89 trimmed existing stakes and 79 added.

The largest buyer was Fidelity Investments, adding an estimated $27M. The largest seller was Lord, Abbett & Co, cutting an estimated $41.8M.

  • 219 institutional investors held Sonic Corp (SONC) as of Q2 2015, down from 220 in Q1 2015.
  • Funds reported $1.43B of Sonic Corp stock for Q2 2015, down 7.2% quarter-over-quarter.
  • 30 funds opened new Sonic Corp positions in Q2 2015 and 31 closed out, a net change of -1 holder.
  • The largest Sonic Corp buyer in Q2 2015 was Fidelity Investments, an estimated $27M added.
  • The largest Sonic Corp seller in Q2 2015 was Lord, Abbett & Co, an estimated $41.8M sold.

Based on aggregated 13F filings for Q2 2015.