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SONC

Sonic Corp
SONC

Delisted

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

173 hedge funds and large institutions have $1.22B invested in Sonic Corp in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.2B → $1.22B (+$18M)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

10% less funds holding

Funds holding: 193173 (-20)

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

61% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $22.1M

Holders
173
Holders Change
-20
Holders Change %
-10.36%
% of All Funds
4.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
57
Reduced
62
Closed
38
Calls
$8.62M
Puts
$22.1M
Net Calls
-$13.5M
Net Calls Change
-$9.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$163M +$45.2M +1,789,859 +38%
BlackRock
2
BlackRock
New York
$135M +$134M +5,319,566 +121,424%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$118M +$8.61M +341,130 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$90.1M +$852K +33,747 +1%
VFA
5
Virtus Fund Advisers
Connecticut
$50.7M +$50.4M +1,997,980 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$46.9M -$179K -7,097 -0.4%
Citigroup
7
Citigroup
New York
$33.1M -$685K -27,137 -2%
Macquarie Group
8
Macquarie Group
Australia
$28.9M +$28.8M +1,139,238 New
State Street
9
State Street
Massachusetts
$26.9M +$1.44M +56,904 +6%
RIM
10
Ranger Investment Management
Texas
$25.8M -$1.83M -72,678 -7%
Norges Bank
11
Norges Bank
Norway
$24.4M -$5.14M -203,590 -17%
O
12
OppenheimerFunds
New York
$23.3M -$9.52M -377,035 -29%
Deutsche Bank
13
Deutsche Bank
Germany
$22.4M +$8.8M +348,718 +65%
Morgan Stanley
14
Morgan Stanley
New York
$22M +$16.5M +655,352 +311%
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$21.3M +$211K +8,378 +1%
JP Morgan Chase
16
JP Morgan Chase
New York
$19.4M +$2.75M +109,102 +17%
Two Sigma Investments
17
Two Sigma Investments
New York
$18.9M +$14.1M +559,471 +304%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$18.5M +$103K +4,070 +0.6%
FAM
19
Fenimore Asset Management
New York
$18.1M +$18M +713,131 New
MCM
20
Melvin Capital Management
New York
$17.8M +$17.7M +700,000 New
Citadel Advisors
21
Citadel Advisors
Florida
$15.7M +$14.3M +565,880 +1,059%
Northern Trust
22
Northern Trust
Illinois
$15.3M +$55.3K +2,190 +0.4%
GAM
23
Gotham Asset Management
New York
$15.3M +$1.07M +42,581 +8%
WHG
24
Westwood Holdings Group
Texas
$14.1M +$2.54M +100,520 +22%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$11.8M +$4.75M +188,181 +68%

SONC Hedge Fund Activity: Q1 2017 in Review

173 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sonic Corp (SONC) for Q1 2017, worth a combined $1.22B — up 1.5% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SONC and 26 opened new positions — a net loss of 12 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was BlackRock, adding an estimated $134M. The largest seller was Millennium Management, cutting an estimated $27.6M.

  • 173 institutional investors held Sonic Corp (SONC) as of Q1 2017, down from 193 in Q4 2016.
  • Funds reported $1.22B of Sonic Corp stock for Q1 2017, up 1.5% quarter-over-quarter.
  • 26 funds opened new Sonic Corp positions in Q1 2017 and 38 closed out, a net change of -12 holders.
  • The largest Sonic Corp buyer in Q1 2017 was BlackRock, an estimated $134M added.
  • The largest Sonic Corp seller in Q1 2017 was Millennium Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q1 2017.