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SONC

Sonic Corp
SONC

Delisted

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

161 hedge funds and large institutions have $1.2B invested in Sonic Corp in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 53

10% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $18.7M

6% less funds holding

Funds holding: 172161 (-11)

7% less capital invested

Capital invested by funds: $1.29B → $1.2B (-$90.8M)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
4.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
59
Reduced
53
Closed
28
Calls
$16.9M
Puts
$18.7M
Net Calls
-$1.78M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$164M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$135M +$1.67M +68,576 +1%
BlackRock
3
BlackRock
New York
$129M +$964K +39,575 +0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$92.1M +$579K +23,770 +0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$50M +$389K +15,963 +0.8%
VFA
6
Virtus Fund Advisers
Connecticut
$49.5M -$467K -19,200 -1%
Macquarie Group
7
Macquarie Group
Australia
$37.2M +$7.22M +296,665 +25%
Citigroup
8
Citigroup
New York
$31.8M +$103K +4,228 +0.3%
Brown Advisory
9
Brown Advisory
Maryland
$30.6M
Westfield Capital Management
10
Westfield Capital Management
Massachusetts
$28.3M +$1.33M +54,605 +5%
State Street
11
State Street
Massachusetts
$26.2M -$1.31M -53,708 -5%
WHG
12
Westwood Holdings Group
Texas
$25.3M +$7.38M +303,243 +44%
O
13
OppenheimerFunds
New York
$24M -$4.62M -189,927 -17%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$23.7M +$1.5M +61,711 +7%
FAM
15
Fenimore Asset Management
New York
$21.8M +$1.2M +49,310 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$17.1M -$1.23M -50,694 -7%
RIM
17
Ranger Investment Management
Texas
$17M -$8.07M -331,511 -33%
Deutsche Bank
18
Deutsche Bank
Germany
$15.3M -$2.5M -102,808 -15%
Northern Trust
19
Northern Trust
Illinois
$14.1M -$376K -15,450 -3%
Norges Bank
20
Norges Bank
Norway
$13.9M -$4.01M -164,864 -23%
JP Morgan Chase
21
JP Morgan Chase
New York
$12.7M -$4.64M -190,525 -28%
Citadel Advisors
22
Citadel Advisors
Florida
$11.9M +$9.04M +371,416 +388%
UBS AM
23
UBS AM
Illinois
$10.6M -$67.2K -2,758 -0.7%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$9.74M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$9.73M +$128K +5,264 +1%

SONC Hedge Fund Activity: Q3 2017 in Review

161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sonic Corp (SONC) for Q3 2017, worth a combined $1.2B — down 7% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SONC and 20 opened new positions — a net loss of 8 holders — while 53 trimmed existing stakes and 59 added.

The largest buyer was Citadel Advisors, adding an estimated $9.04M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $27.9M sold.

  • 161 institutional investors held Sonic Corp (SONC) as of Q3 2017, down from 172 in Q2 2017.
  • Funds reported $1.2B of Sonic Corp stock for Q3 2017, down 7% quarter-over-quarter.
  • 20 funds opened new Sonic Corp positions in Q3 2017 and 28 closed out, a net change of -8 holders.
  • The largest Sonic Corp buyer in Q3 2017 was Citadel Advisors, an estimated $9.04M added.
  • The largest Sonic Corp seller in Q3 2017 was Melvin Capital Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2017.