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SONC

Sonic Corp
SONC

Delisted

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

186 hedge funds and large institutions have $1.42B invested in Sonic Corp in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $13.8M

7% more capital invested

Capital invested by funds: $1.33B → $1.42B (+$87.3M)

5% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 40

1% more funds holding

Funds holding: 185186 (+1)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
47
Reduced
70
Closed
40
Calls
$20.6M
Puts
$13.8M
Net Calls
+$6.76M
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$213M -$5.33M -148,293 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$156M -$985K -27,410 -0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.2M
Fidelity International
4
Fidelity International
Bermuda
$62.6M +$51.9M +1,443,428 New
Citigroup
5
Citigroup
New York
$55.1M +$10.8M +299,643 +31%
Macquarie Group
6
Macquarie Group
Australia
$54.8M -$4.19M -116,594 -8%
State Street
7
State Street
Massachusetts
$42.8M +$293K +8,158 +0.8%
Morgan Stanley
8
Morgan Stanley
New York
$41.8M +$29.4M +817,914 +561%
JP Morgan Chase
9
JP Morgan Chase
New York
$35.7M +$23M +640,244 +349%
Norges Bank
10
Norges Bank
Norway
$35.4M +$3.4M +94,594 +13%
RCAMU
11
Rothschild & Co Asset Management US
Connecticut
$34.5M -$3.16M -87,958 -10%
ACM
12
Atlanta Capital Management
Georgia
$32.5M -$1.3M -36,077 -5%
RIM
13
Ranger Investment Management
Texas
$30.7M +$37.6K +1,045 +0.1%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$30.4M +$15M +417,000 +147%
AAM
15
Alpine Associates Management
Florida
$26M +$21.6M +600,576 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$26M -$555K -15,451 -3%
Northern Trust
17
Northern Trust
Illinois
$22.8M -$1.54M -42,940 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$18.1M +$373K +10,377 +3%
AA
19
AQR Arbitrage
Connecticut
$16.3M +$13.5M +375,349 New
Renaissance Technologies
20
Renaissance Technologies
New York
$15.8M +$10.9M +303,274 +488%
WHG
21
Westwood Holdings Group
Texas
$14.9M -$11.9M -331,901 -49%
UBS Group
22
UBS Group
Switzerland
$13.9M -$6.48M -180,385 -36%
Millennium Management
23
Millennium Management
New York
$13.6M +$9.25M +257,217 +450%
Charles Schwab
24
Charles Schwab
California
$13.6M +$30.7K +855 +0.3%
Marshall Wace
25
Marshall Wace
United Kingdom
$13.5M +$11.2M +312,110 New

SONC Hedge Fund Activity: Q3 2018 in Review

186 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sonic Corp (SONC) for Q3 2018, worth a combined $1.42B — up 6.6% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SONC positions and 40 closed out — a net gain of 2 holders — while 47 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $51.9M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $222M sold.

  • 186 institutional investors held Sonic Corp (SONC) as of Q3 2018, up from 185 in Q2 2018.
  • Funds reported $1.42B of Sonic Corp stock for Q3 2018, up 6.6% quarter-over-quarter.
  • 42 funds opened new Sonic Corp positions in Q3 2018 and 40 closed out, a net change of +2 holders.
  • The largest Sonic Corp buyer in Q3 2018 was Fidelity International, an estimated $51.9M added.
  • The largest Sonic Corp seller in Q3 2018 was Southeastern Asset Management, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2018.