undamentalytics Newsletter

Sonic Automotive Inc: which funds bought and sold

Institutions that bought and sold Sonic Automotive shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 117 institutions that filed 13F reports for both quarters added to or opened positions in Sonic Automotive, and 106 cut or closed them. Together they added a net 280K shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 368K shares (+12.3%); index fund managers were net sellers of 397K shares (−6.9%). 36 opened a new position and 24 sold out entirely.

Bought, Q2 2026 117 institutions, 36 of them new holders Sold, Q2 2026 106 institutions, 24 of them sold out
Net change, all compared +280K shares (+2.0%)
Net change, active managers +368K shares (+12.3%), 19 bought, 22 sold

Buyers versus sellers

institutions compared, 253
Active managers and hedge funds 19 bought · 22 sold · +368K
Index fund managers 0 bought · 11 sold · −397K
Other institutions 98 bought · 73 sold · +309K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
LSV Asset Management Active manager +734K New position 734K $62.2M
Jpmorgan Chase & Co +272K +1223.7% 295K $25M
American Century Companies Inc Active manager +143K +63.7% 367K $31.1M
D. E. Shaw & Co., Inc. Hedge fund +124K +154.5% 205K $17.4M
Morgan Stanley +90K +49.5% 273K $23.2M
Nuveen, LLC +71K +22.4% 386K $32.7M
Victory Capital Management Inc Active manager +64K +156.8% 105K $8.9M
Denali Advisors LLC +57K New position 57K $4.8M
Goldman Sachs Group Inc +45K +29.8% 195K $16.6M
UBS Group AG +31K +36.7% 114K $9.6M
Aquatic Capital Management LLC +27K New position 27K $2.3M
Bridgeway Capital Management, LLC Active manager +26K +13.0% 224K $19M
Empowered Funds, LLC +25K +19.1% 156K $13.3M
Heartland Advisors Inc +24K +19.8% 148K $12.5M
Capital Fund Management S.A. Hedge fund +23K New position 23K $2M
Dimensional Fund Advisors LP +20K +1.5% 1.3M $113M
Point72 Asset Management, L.P. Hedge fund +19K New position 19K $1.6M
Exoduspoint Capital Management, LP Hedge fund +18K New position 18K $1.5M
BNP Paribas Financial Markets +16K +31.1% 67K $5.7M
Citadel Advisors LLC Hedge fund +15K +219.2% 22K $1.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Trexquant Investment LP Hedge fund −125K Sold out 0 —
Westwood Holdings Group Inc Active manager −113K −18.6% 495K $42M
Balyasny Asset Management L.P. Hedge fund −109K Sold out 0 —
Blackrock, Inc. Index funds −102K −4.1% 2.4M $204M
Squarepoint Ops LLC Hedge fund −100K −65.1% 54K $4.6M
Jacobs Levy Equity Management, Inc Active manager −95K −43.8% 122K $10.3M
Cx Institutional −87K −99.9% 64 $5,000
Engineers Gate Manager LP Hedge fund −72K −70.4% 30K $2.6M
Vanguard Portfolio Management LLC Index funds −68K −8.2% 761K $64.5M
Invesco Ltd. −62K −13.7% 388K $32.9M
Renaissance Technologies LLC Hedge fund −53K −59.7% 36K $3M
Charles Schwab Investment Management Inc Index funds −49K −15.0% 278K $23.5M
Nomura Asset Management International Inc. −46K −7.3% 589K $49.9M
Vanguard Capital Management LLC Index funds −42K −7.2% 536K $45.5M
State Street Corp Index funds −41K −6.1% 634K $54.1M
Two Sigma Investments, LP Hedge fund −41K −17.2% 196K $16.7M
Deutsche Bank Ag\ −37K −58.7% 26K $2.2M
Geode Capital Management, LLC Index funds −36K −9.9% 325K $27.6M
Hotchkis & Wiley Capital Management LLC Active manager −34K −15.8% 183K $15.5M
Voloridge Investment Management, LLC Hedge fund −33K −71.7% 13K $1.1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
LSV Asset ManagementActive manager 734K $62.2M
Denali Advisors LLC 57K $4.8M
Aquatic Capital Management LLC 27K $2.3M
Capital Fund Management S.A.Hedge fund 23K $2M
Point72 Asset Management, L.P.Hedge fund 19K $1.6M
Exoduspoint Capital Management, LPHedge fund 18K $1.5M
Boothbay Fund Management, LLCHedge fund 5,636 $477,876
Dark Forest Capital Management LP 5,200 $440,908
Jain Global LLCHedge fund 5,200 $440,908
Sanctuary Advisors, LLC 5,122 $434,295

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Trexquant Investment LPHedge fund 125K $8.6M
Balyasny Asset Management L.P.Hedge fund 109K $7.5M
Jane Street Group, LLC 31K $2.2M
Gsa Capital Partners LLP 22K $1.5M
Landscape Capital Management, L.L.C. 20K $1.4M
Quadrature Capital LtdHedge fund 12K $846,565
Gotham Asset Management, LLCHedge fund 11K $756,396
Arrowstreet Capital, Limited PartnershipHedge fund 6,808 $466,825
Canada Pension Plan Investment Board 4,800 $329,136
Lloyd Advisory Services, Llc. 4,263 $292,326

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
233
Ten largest holders
56.7%
of 13F-reported shares
Index fund managers
37.0%
of 13F-reported shares
Active managers and hedge funds
23.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 19 22 7 7 +368K +12.3%
Index fund managers 0 11 0 0 −397K −6.9%
Other institutions 98 73 29 17 +309K +5.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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