We are live on ! Find out more
SBH icon

Sally Beauty Holdings

243 hedge funds and large institutions have $2.6B invested in Sally Beauty Holdings in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $1.03M

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

4% more capital invested

Capital invested by funds: $2.5B → $2.6B (+$102M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 252243 (-9)

5.12% less ownership

Funds ownership: 122.39%117.26% (-5.1%)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
94
Reduced
83
Closed
44
Calls
$2.13M
Puts
$1.03M
Net Calls
+$1.09M
Net Calls Change
+$728K
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$9K
FWM
227
Focused Wealth Management
New York
$8K
WAM
228
Wealthspire Advisors (Maryland)
Maryland
$8K +$5.64K +316 +275%
KPW
229
Kore Private Wealth
New York
$8K +$7.5K +420 New
PCP
230
Proficio Capital Partners
Massachusetts
$6K +$357 +20 +6%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$6K +$857 +48 +17%
HAM
232
Highstreet Asset Management
Ontario, Canada
$3K
BWM
233
BerganKDV Wealth Management
Minnesota
$1K
PCG
234
Private Capital Group
Connecticut
$1K
QCG
235
Quadrant Capital Group
Ohio
$1K
SWM
236
SeaCrest Wealth Management
New York
$1K
CFA
237
Camarda Financial Advisors
Florida
$1K +$732 +41 New
CAW
238
Cornerstone Advisors (Washington)
Washington
$1K +$1.07K +60 New
FRA
239
Front Row Advisors
California
$1K +$1.16K +65 New
AF
240
Advisornet Financial
Minnesota
$1K +$1.23K +69 New
HGWM
241
Harvest Group Wealth Management
Massachusetts
$1K +$1.36K +76 New
GT
242
Glenmede Trust
Pennsylvania
$187
Kayne Anderson Rudnick Investment Management
243
Kayne Anderson Rudnick Investment Management
California
-$66.9M -3,925,592 Closed
Janus Henderson Group
244
Janus Henderson Group
United Kingdom
-$56.4M -3,310,651 Closed
GF
245
Gabelli Funds
New York
-$13.9M -814,800 Closed
WG
246
Winton Group
United Kingdom
-$8.96M -525,778 Closed
Renaissance Technologies
247
Renaissance Technologies
New York
-$5.66M -331,900 Closed
SEC
248
Seven Eight Capital
New York
-$2.45M -143,563 Closed
IA
249
IndexIQ Advisors
New York
-$2.18M -127,770 Closed
Lord, Abbett & Co
250
Lord, Abbett & Co
New Jersey
-$1.7M -99,600 Closed

SBH Hedge Fund Activity: Q1 2019 in Review

243 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2019, worth a combined $2.6B — up 4.1% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SBH and 35 opened new positions — a net loss of 9 holders — while 83 trimmed existing stakes and 94 added.

The largest buyer was Goldman Sachs, adding an estimated $21.9M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $66.9M sold.

  • 243 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2019, down from 252 in Q4 2018.
  • Funds reported $2.6B of Sally Beauty Holdings stock for Q1 2019, up 4.1% quarter-over-quarter.
  • 35 funds opened new Sally Beauty Holdings positions in Q1 2019 and 44 closed out, a net change of -9 holders.
  • The largest Sally Beauty Holdings buyer in Q1 2019 was Goldman Sachs, an estimated $21.9M added.
  • The largest Sally Beauty Holdings seller in Q1 2019 was Kayne Anderson Rudnick Investment Management, an estimated $66.9M sold.

Based on aggregated 13F filings for Q1 2019.