Sally Beauty Holdings
201 hedge funds and large institutions have $2.48B invested in Sally Beauty Holdings in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 29 closing their positions.
48% more capital invested
Capital invested by funds: $1.67B → $2.48B (+$807M)
48% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 29
7% more funds holding
Funds holding: 188 → 201 (+13)
4.22% less ownership
Funds ownership: 113.35% → 109.13% (-4.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
34% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 76
84% less call options, than puts
Call options by funds: $5.37M | Put options by funds: $34.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$110M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$28.9M |
| 3 |
Bank of New York Mellon
New York
|
+$23.9M |
| 4 |
BlackRock
New York
|
+$14.3M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$60.8M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$60.8M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$38.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$22.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$11.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCG
226
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$30K | -2,263 | Closed |
|
|
PP
227
Pacifica Partners
Surrey,
Canada
| – | -$5K | -400 | Closed |
|
|
FCH
228
Freestone Capital Holdings
Seattle,
Washington
| – | -$1.54K | -118 | Closed |
|
|
KC
229
Kinloch Capital
Glen Allen,
Virginia
| – | -$1K | -50 | Closed |
|
230
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$167 | +10 | New |
|
SBH Hedge Fund Activity: Q1 2021 in Review
201 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2021, worth a combined $2.48B — up 48% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SBH positions and 29 closed out — a net gain of 14 holders — while 50 added to existing stakes and 76 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $110M. The largest seller was Millennium Management, exiting entirely with an estimated $60.8M sold.
- 201 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2021, up from 188 in Q4 2020.
- Funds reported $2.48B of Sally Beauty Holdings stock for Q1 2021, up 48% quarter-over-quarter.
- 43 funds opened new Sally Beauty Holdings positions in Q1 2021 and 29 closed out, a net change of +14 holders.
- The largest Sally Beauty Holdings buyer in Q1 2021 was AllianceBernstein, an estimated $110M added.
- The largest Sally Beauty Holdings seller in Q1 2021 was Millennium Management, an estimated $60.8M sold.
Based on aggregated 13F filings for Q1 2021.