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SONC

Sonic Corp
SONC

Delisted

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

193 hedge funds and large institutions have $1.2B invested in Sonic Corp in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $1.22B → $1.2B (-$19.6M)

3% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 37

2% less funds holding

Funds holding: 196193 (-3)

36% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 81

41% less call options, than puts

Call options by funds: $5.69M | Put options by funds: $9.65M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
4.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
52
Reduced
81
Closed
37
Calls
$5.69M
Puts
$9.65M
Net Calls
-$3.96M
Net Calls Change
-$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$123M +$21.6M +827,374 +22%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$114M +$44.9M +1,723,780 +67%
BFA
3
BlackRock Fund Advisors
California
$93.9M +$8.11M +311,348 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$93.3M -$5.55M -213,110 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.3M -$104K -4,006 -0.2%
Millennium Management
6
Millennium Management
New York
$40.4M +$19.3M +741,845 +95%
Citigroup
7
Citigroup
New York
$35.3M +$1.38M +52,991 +4%
O
8
OppenheimerFunds
New York
$34.3M +$3.88M +148,940 +13%
BIT
9
BlackRock Institutional Trust
California
$32.2M -$1.91M -73,275 -6%
Norges Bank
10
Norges Bank
Norway
$31M +$19.8M +758,762 +186%
RIM
11
Ranger Investment Management
Texas
$28.9M +$2.63M +101,070 +10%
State Street
12
State Street
Massachusetts
$26.6M +$175K +6,707 +0.7%
Goldman Sachs
13
Goldman Sachs
New York
$24.1M +$12.1M +464,107 +104%
CI
14
Cambiar Investors
Colorado
$23.1M +$1.83M +70,357 +9%
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$22.1M +$2.92M +112,029 +16%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$22.1M -$1.2M -46,095 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$19.2M +$1.03M +39,618 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$17.4M -$29.3K -1,123 -0.2%
Northern Trust
19
Northern Trust
Illinois
$15.9M -$43.2K -1,658 -0.3%
GAM
20
Gotham Asset Management
New York
$14.9M +$3.7M +142,074 +34%
Deutsche Bank
21
Deutsche Bank
Germany
$14.1M +$6.87M +263,800 +98%
EAM
22
EverPoint Asset Management
Connecticut
$13.1M +$12.8M +493,078 New
USAA
23
United Services Automobile Association
Texas
$12.9M +$2.34M +90,000 +23%
NM
24
Nokota Management
New York
$12.3M +$4.17M +160,250 +53%
Ameriprise
25
Ameriprise
Minnesota
$12.2M -$912K -35,014 -7%

SONC Hedge Fund Activity: Q4 2016 in Review

193 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sonic Corp (SONC) for Q4 2016, worth a combined $1.2B — down 1.6% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SONC and 36 opened new positions — a net loss of 1 holder — while 81 trimmed existing stakes and 52 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $44.9M. The largest seller was Chilton Investment Company, cutting an estimated $95.4M.

  • 193 institutional investors held Sonic Corp (SONC) as of Q4 2016, down from 196 in Q3 2016.
  • Funds reported $1.2B of Sonic Corp stock for Q4 2016, down 1.6% quarter-over-quarter.
  • 36 funds opened new Sonic Corp positions in Q4 2016 and 37 closed out, a net change of -1 holder.
  • The largest Sonic Corp buyer in Q4 2016 was T. Rowe Price Associates, an estimated $44.9M added.
  • The largest Sonic Corp seller in Q4 2016 was Chilton Investment Company, an estimated $95.4M sold.

Based on aggregated 13F filings for Q4 2016.