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Sally Beauty Holdings

241 hedge funds and large institutions have $1.5B invested in Sally Beauty Holdings in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.23B → $1.5B (+$270M)

4% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.07M

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 240241 (+1)

2.91% less ownership

Funds ownership: 110.41%107.5% (-2.9%)

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
74
Reduced
92
Closed
36
Calls
$2.15M
Puts
$2.07M
Net Calls
+$79K
Net Calls Change
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$1.56K +$1.13K +95 +475%
A
227
AlphaQuest
New York
$1.49K -$85.3K -7,178 -98%
KWAG
228
Kiely Wealth Advisory Group
North Carolina
$1.41K
Osaic Holdings
229
Osaic Holdings
Arizona
$1.36K
CPA
230
Capital Performance Advisors
California
$1.25K +$1.09K +92 New
AF
231
Allworth Financial
California
$1.11K +$214 +18 +28%
LC
232
Lindbrook Capital
California
$1.03K
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.02K
AAP
234
Arax Advisory Partners
Colorado
$923
PFBT
235
Parkside Financial Bank & Trust
Missouri
$598
Optiver Holding
236
Optiver Holding
Netherlands
$475 -$2.42K -204 -85%
FFA
237
Farther Finance Advisors
California
$366 +$154 +13 +93%
LFG
238
Larson Financial Group
Missouri
$244
AWM
239
Abound Wealth Management
Tennessee
$218 -$119 -10 -38%
CAS
240
Coppell Advisory Solutions
Texas
$188
MFG
241
Mendota Financial Group
Wisconsin
$150 +$131 +11 New
CIP
242
Champlain Investment Partners
Vermont
-$41.5M -3,871,197 Closed
CM
243
CastleKnight Management
New York
-$2.95M -274,750 Closed
TC
244
TwinBeech Capital
New York
-$2.43M -226,845 Closed
Squarepoint
245
Squarepoint
New York
-$1.19M -110,933 Closed
PFMU
246
Privium Fund Management (UK)
United Kingdom
-$991K -89,130 Closed
RAM
247
Readystate Asset Management
Illinois
-$489K -45,568 Closed
Two Sigma Investments
248
Two Sigma Investments
New York
-$411K -38,299 Closed
GCM
249
Graham Capital Management
Connecticut
-$404K -37,618 Closed
DT
250
Diversified Trust
Tennessee
-$364K -33,948 Closed

SBH Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q3 2024, worth a combined $1.5B — up 22% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SBH positions and 36 closed out — a net gain of 1 holder — while 74 added to existing stakes and 92 trimmed.

The largest buyer was SG Capital Management, opening a new position worth an estimated $10M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $41.5M sold.

  • 241 institutional investors held Sally Beauty Holdings (SBH) as of Q3 2024, up from 240 in Q2 2024.
  • Funds reported $1.5B of Sally Beauty Holdings stock for Q3 2024, up 22% quarter-over-quarter.
  • 37 funds opened new Sally Beauty Holdings positions in Q3 2024 and 36 closed out, a net change of +1 holder.
  • The largest Sally Beauty Holdings buyer in Q3 2024 was SG Capital Management, an estimated $10M added.
  • The largest Sally Beauty Holdings seller in Q3 2024 was Champlain Investment Partners, an estimated $41.5M sold.

Based on aggregated 13F filings for Q3 2024.