Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sonic Automotive Inc (SAH)

231 + Investors. Track Smart Money conviction in SAH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — SAH

Based on 235 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SAH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
235 hedge funds hold SAH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

121 buying113 selling
Last quarter: 121 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SAH position: 40 → 35 → 38 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
142 out of 235 hedge funds have held SAH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~44 new funds/quarter

40 → 40 → 35 → 38 → 44 new funds/Q
New funds entering each quarter: 40 → 35 → 38 → 44. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 237 holders: 161 (68%) are 2+ year veterans, 21 entered 1–2 years ago, and 55 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
47 of 234 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in SAH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SAH

In 2026 Q2, 121 hedge funds were net buyers of SAH (44 opened a new position, 77 added to an existing one), while 113 reduced or exited (82 trimmed, 31 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 63% of total institutional value in SAH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 235.

Hedge Fund Ownership: SAH

How many hedge funds hold SAH — quarterly history vs. share price
Quarterly hedge fund ownership of SAH vs. share price

Market Analysis: SAH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SAH

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SAH
231 + Investors

Track Smart Money conviction in SAH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 231 222 4.05%
13F Shares 15M 14M 1.45%
Total Value $1.16B $967M 19.96%
New Positions 43 38 +5
Increased Positions 75 73 +2
Closed Positions 33 39 -6
Reduced Positions 81 72 +9
Total Calls 1 1 -
Total Puts 2 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: SAH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q2)

231 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SAH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SAH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Formula Growth Ltd 1.07% 35,800 $3.0M
2 Phocas Financial Corp. 0.98% 83,342 $7.1M
3 Heartland Advisors Inc 0.56% 147,598 $12.5M
4 Denali Advisors LLC 0.48% 56,600 $4.8M
5 A&I Financial Services, LLC 0.43% 11,755 $997K
6 PDT Partners, LLC 0.38% 84,474 $7.2M
7 Bridgeway Capital Management, LLC 0.33% 223,776 $19.0M
8 Westwood Holdings Group Inc 0.32% 494,907 $42.0M
9 Teewinot Capital Advisers, L.L.C. 0.24% 39,260 $3.3M
10 Ares Systematic Credit Ltd 0.22% 4,328 $367K
11 Caitlin John, LLC 0.21% 4,531 $384K
12 iSAM Funds (UK) Ltd 0.16% 2,700 $229K
13 Martingale Asset Management L P 0.10% 48,492 $4.1M
14 Kingdom Financial Group LLC. 0.08% 3,865 $328K
15 Aquatic Capital Management LLC 0.08% 27,310 $2.3M
16 New Age Alpha Advisors, LLC 0.08% 21,149 $1.8M
17 Nomura Asset Management International INC. 0.07% 588,516 $49.9M
18 Susquehanna Portfolio Strategies, LLC 0.07% 54,643 $4.6M
19 Empowered Funds, LLC 0.07% 156,371 $13.3M
20 Quantbot Technologies LP 0.06% 16,507 $1.4M
21 Harrell Investment Partners, LLC 0.06% 3,000 $254K
22 Hotchkis & Wiley Capital Management LLC 0.05% 183,076 $15.5M
23 NorthCrest Asset Manangement, LLC 0.04% 17,682 $1.7M
24 XTX Topco Ltd 0.04% 35,828 $3.0M
25 Jacobs Levy Equity Management, Inc 0.04% 121,722 $10.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sonic Automotive Inc (SAH)

What does the Smart Money Trend signal show for SAH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SAH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SAH?

Slight buying edge — 52% buying: Last quarter: 121 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SAH holders?

Elite ownership — 63% AUM from top-100 funds: 47 of 234 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in SAH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SAH?

60% of holders stayed for 2+ years: 142 out of 235 hedge funds have held SAH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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