Sally Beauty Holdings
207 hedge funds and large institutions have $939M invested in Sally Beauty Holdings in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 23 closing their positions.
84% more call options, than puts
Call options by funds: $1.95M | Put options by funds: $1.06M
52% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 23
6% more funds holding
Funds holding: 196 → 207 (+11)
3.32% less ownership
Funds ownership: 107.1% → 103.79% (-3.3%)
11% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 74
34% less capital invested
Capital invested by funds: $1.42B → $939M (-$484M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$30.3M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$16.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.28M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.24M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$65.3M |
| 2 |
Citigroup
New York
|
-$15.9M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$12M |
| 4 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
-$8.55M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$8.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
226
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$5.09K | -412 | Closed |
|
|
MFT
227
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$828 | -67 | Closed |
|
228
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$469 | -38 | Closed |
|
|
MPWT
229
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$321 | -26 | Closed |
|
|
DI
230
Disciplined Investments
Tulsa,
Oklahoma
| – | -$111 | -9 | Closed |
|
SBH Hedge Fund Activity: Q3 2023 in Review
207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q3 2023, worth a combined $939M — down 34% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SBH positions and 23 closed out — a net gain of 12 holders — while 66 added to existing stakes and 74 trimmed.
The largest buyer was Millennium Management, adding an estimated $30.3M. The largest seller was AllianceBernstein, cutting an estimated $65.3M.
- 207 institutional investors held Sally Beauty Holdings (SBH) as of Q3 2023, up from 196 in Q2 2023.
- Funds reported $939M of Sally Beauty Holdings stock for Q3 2023, down 34% quarter-over-quarter.
- 35 funds opened new Sally Beauty Holdings positions in Q3 2023 and 23 closed out, a net change of +12 holders.
- The largest Sally Beauty Holdings buyer in Q3 2023 was Millennium Management, an estimated $30.3M added.
- The largest Sally Beauty Holdings seller in Q3 2023 was AllianceBernstein, an estimated $65.3M sold.
Based on aggregated 13F filings for Q3 2023.