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SONC

Sonic Corp
SONC

Delisted

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

196 hedge funds and large institutions have $1.22B invested in Sonic Corp in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.56M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $1.27B → $1.22B (-$51M)

4% less funds holding

Funds holding: 204196 (-8)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

Holders
196
Holders Change
-8
Holders Change %
-3.92%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
60
Reduced
82
Closed
35
Calls
$11M
Puts
$9.56M
Net Calls
+$1.42M
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$100M +$105M +3,823,746 New
CIC
2
Chilton Investment Company
Connecticut
$98.8M +$1.08M +39,249 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$97.7M -$4.25M -154,457 -4%
BFA
4
BlackRock Fund Advisors
California
$84.6M +$5.57M +202,316 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$67.8M +$20.9M +759,650 +41%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$48.7M +$101K +3,666 +0.2%
BIT
7
BlackRock Institutional Trust
California
$33.7M +$2.25M +81,825 +7%
Citigroup
8
Citigroup
New York
$33.5M -$291K -10,561 -0.8%
O
9
OppenheimerFunds
New York
$30M +$4.54M +165,004 +17%
State Street
10
State Street
Massachusetts
$26.1M +$378K +13,721 +1%
RIM
11
Ranger Investment Management
Texas
$25.9M -$6.35M -230,500 -19%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$24.4M -$13.1M -477,483 -34%
CI
13
Cambiar Investors
Colorado
$20.9M +$22M +799,488 New
Millennium Management
14
Millennium Management
New York
$20.4M +$14.4M +522,649 +203%
Two Sigma Investments
15
Two Sigma Investments
New York
$20.3M +$13.1M +474,587 +159%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$18.9M +$1.07M +39,039 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$17.9M -$727K -26,423 -4%
KCM
18
Kornitzer Capital Management
Kansas
$17.7M +$357K +12,960 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$17.2M +$5.05M +183,586 +39%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$17.1M +$17.9M +651,464 New
Marshall Wace
21
Marshall Wace
United Kingdom
$16.9M +$15.1M +548,940 +579%
Northern Trust
22
Northern Trust
Illinois
$15.8M -$97.5K -3,543 -0.6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$14.5M -$16.3M -591,494 -52%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$13.2M +$4.76M +173,032 +52%
Ameriprise
25
Ameriprise
Minnesota
$13M +$1.72M +62,516 +14%

SONC Hedge Fund Activity: Q3 2016 in Review

196 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sonic Corp (SONC) for Q3 2016, worth a combined $1.22B — down 4% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SONC and 30 opened new positions — a net loss of 5 holders — while 82 trimmed existing stakes and 60 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $105M. The largest seller was Invesco, cutting an estimated $27.5M.

  • 196 institutional investors held Sonic Corp (SONC) as of Q3 2016, down from 204 in Q2 2016.
  • Funds reported $1.22B of Sonic Corp stock for Q3 2016, down 4% quarter-over-quarter.
  • 30 funds opened new Sonic Corp positions in Q3 2016 and 35 closed out, a net change of -5 holders.
  • The largest Sonic Corp buyer in Q3 2016 was Southeastern Asset Management, an estimated $105M added.
  • The largest Sonic Corp seller in Q3 2016 was Invesco, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2016.