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SONC

Sonic Corp
SONC

Delisted

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

185 hedge funds and large institutions have $1.33B invested in Sonic Corp in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 40 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $11.6M

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $1.07B → $1.33B (+$258M)

7% more funds holding

Funds holding: 173185 (+12)

48% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 77

Holders
185
Holders Change
+12
Holders Change %
+6.94%
% of All Funds
4.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
40
Reduced
77
Closed
26
Calls
$17.9M
Puts
$11.6M
Net Calls
+$6.32M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$222M
BlackRock
2
BlackRock
New York
$174M +$850K +30,553 +0.6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$130M -$28.9M -1,038,607 -22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$125M +$2.33M +83,818 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.8M -$129K -4,644 -0.2%
Macquarie Group
6
Macquarie Group
Australia
$47.6M -$9.64M -346,206 -20%
State Street
7
State Street
Massachusetts
$33.7M -$1.09M -39,303 -4%
Citigroup
8
Citigroup
New York
$33.5M -$2.28M -81,932 -8%
RCAMU
9
Rothschild & Co Asset Management US
Connecticut
$30.4M +$208K +7,464 +0.9%
FAM
10
Fenimore Asset Management
New York
$29.1M -$1.13M -40,630 -5%
ACM
11
Atlanta Capital Management
Georgia
$27M -$245K -8,803 -1%
Norges Bank
12
Norges Bank
Norway
$24.8M +$1.12M +40,096 +6%
RIM
13
Ranger Investment Management
Texas
$24.3M +$6.82M +244,930 +53%
WHG
14
Westwood Holdings Group
Texas
$23.2M -$12.4M -444,119 -40%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$21.2M -$259K -9,294 -1%
Northern Trust
16
Northern Trust
Illinois
$19.6M -$178K -6,387 -1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$17.8M +$2.32M +83,190 +19%
UBS Group
18
UBS Group
Switzerland
$17.3M -$230K -8,260 -2%
Invesco
19
Invesco
Georgia
$16.7M +$10.5M +376,624 +348%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$14M +$593K +21,308 +6%
Charles Schwab
21
Charles Schwab
California
$10.8M +$795K +28,564 +10%
WG
22
Winton Group
United Kingdom
$10.6M +$8.57M +307,972 New
Principal Financial Group
23
Principal Financial Group
Iowa
$9.96M -$148K -5,316 -2%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$9.8M -$971K -34,900 -11%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$9.74M

SONC Hedge Fund Activity: Q2 2018 in Review

185 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sonic Corp (SONC) for Q2 2018, worth a combined $1.33B — up 24% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SONC positions and 26 closed out — a net gain of 13 holders — while 40 added to existing stakes and 77 trimmed.

The largest buyer was Invesco, adding an estimated $10.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.9M.

  • 185 institutional investors held Sonic Corp (SONC) as of Q2 2018, up from 173 in Q1 2018.
  • Funds reported $1.33B of Sonic Corp stock for Q2 2018, up 24% quarter-over-quarter.
  • 39 funds opened new Sonic Corp positions in Q2 2018 and 26 closed out, a net change of +13 holders.
  • The largest Sonic Corp buyer in Q2 2018 was Invesco, an estimated $10.5M added.
  • The largest Sonic Corp seller in Q2 2018 was T. Rowe Price Associates, an estimated $28.9M sold.

Based on aggregated 13F filings for Q2 2018.