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Sally Beauty Holdings

248 hedge funds and large institutions have $1.17B invested in Sally Beauty Holdings in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 67

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

3% more funds holding

Funds holding: 241248 (+7)

1.34% more ownership

Funds ownership: 107.5%108.85% (+1.3%)

21% less call options, than puts

Call options by funds: $844K | Put options by funds: $1.07M

22% less capital invested

Capital invested by funds: $1.5B → $1.17B (-$331M)

Holders
248
Holders Change
+7
Holders Change %
+2.9%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
104
Reduced
67
Closed
32
Calls
$844K
Puts
$1.07M
Net Calls
-$226K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.13K
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$3.01K
PLU
228
Performa Ltd (US)
South Carolina
$2.82K +$895 +70 +35%
UB
229
UMB Bank
Missouri
$2.79K +$268 +21 +9%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$2.38K
VCM
231
Versant Capital Management
Arizona
$2.27K
RIL
232
Rothschild Investment LLC
Illinois
$1.93K +$895 +70 +61%
PS
233
Principal Securities
Iowa
$1.65K
Optiver Holding
234
Optiver Holding
Netherlands
$1.5K +$1.39K +109 +311%
ACM
235
Aster Capital Management
United Arab Emirates
$1.36K +$1.66K +130 New
NSIM
236
North Star Investment Management
Illinois
$1.32K
Osaic Holdings
237
Osaic Holdings
Arizona
$1.15K +$128 +10 +10%
KWAG
238
Kiely Wealth Advisory Group
North Carolina
$1.05K
Jones Financial Companies
239
Jones Financial Companies
Missouri
$951 +$1.16K +91 New
AF
240
Allworth Financial
California
$912
LC
241
Lindbrook Capital
California
$794
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$784
PFBT
243
Parkside Financial Bank & Trust
Missouri
$460
MCM
244
MAI Capital Management
Ohio
$335 +$409 +32 New
FFA
245
Farther Finance Advisors
California
$282
LFG
246
Larson Financial Group
Missouri
$188
AWM
247
Abound Wealth Management
Tennessee
$147 -$26 -2 -13%
WA
248
Wasatch Advisors
Utah
-$28.1M -2,072,934 Closed
Balyasny Asset Management
249
Balyasny Asset Management
Illinois
-$5.71M -421,001 Closed
Verition Fund Management
250
Verition Fund Management
Connecticut
-$4.24M -312,493 Closed

SBH Hedge Fund Activity: Q4 2024 in Review

248 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2024, worth a combined $1.17B — down 22% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SBH positions and 32 closed out — a net gain of 8 holders — while 104 added to existing stakes and 67 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $22.8M. The largest seller was Fidelity Investments, cutting an estimated $74.8M.

  • 248 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.17B of Sally Beauty Holdings stock for Q4 2024, down 22% quarter-over-quarter.
  • 40 funds opened new Sally Beauty Holdings positions in Q4 2024 and 32 closed out, a net change of +8 holders.
  • The largest Sally Beauty Holdings buyer in Q4 2024 was Qube Research & Technologies (QRT), an estimated $22.8M added.
  • The largest Sally Beauty Holdings seller in Q4 2024 was Fidelity Investments, an estimated $74.8M sold.

Based on aggregated 13F filings for Q4 2024.