We are live on ! Find out more
SBH icon

Sally Beauty Holdings

231 hedge funds and large institutions have $2.71B invested in Sally Beauty Holdings in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.87% more ownership

Funds ownership: 111.67%113.54% (+1.9%)

2% more funds holding

Funds holding: 227231 (+4)

9% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 43

0% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 79

6% less capital invested

Capital invested by funds: $2.87B → $2.71B (-$164M)

84% less call options, than puts

Call options by funds: $477K | Put options by funds: $2.96M

Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
47
Increased
79
Reduced
79
Closed
43
Calls
$477K
Puts
$2.96M
Net Calls
-$2.49M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
251
Caprock Group
Idaho
-$333K -16,990 Closed
RQS
252
Ramsey Quantitative Systems
Kentucky
-$330K -16,838 Closed
BCM
253
Bayesian Capital Management
New York
-$300K -15,300 Closed
GCA
254
Gideon Capital Advisors
New York
-$298K -15,243 Closed
NIT
255
NumerixS Investment Technologies
British Columbia, Canada
-$286K -14,600 Closed
CCA
256
Catalyst Capital Advisors
New York
-$282K -14,400 Closed
EMG
257
Ellington Management Group
Connecticut
-$262K -13,400 Closed
PPCM
258
Pillar Pacific Capital Management
California
-$218K -11,150 Closed
IR
259
Invictus RG
Bermuda
-$202K -10,303 Closed
GCP
260
GSA Capital Partners
United Kingdom
-$197K -10,047 Closed
M&T Bank
261
M&T Bank
New York
-$196K -10,045 Closed
US Bancorp
262
US Bancorp
Minnesota
-$103K -5,296 Closed
Group One Trading
263
Group One Trading
Illinois
-$38K -1,915 Closed
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
-$16K -803 Closed
CPIG
265
Chicago Partners Investment Group
Illinois
-$15K -775 Closed
CAW
266
Cornerstone Advisors (Washington)
Washington
-$7K -352 Closed
PA
267
Parallel Advisors
California
-$5K -316 Closed
OFW
268
Omnia Family Wealth
Florida
-$5K -235 Closed
WA
269
Winfield Associates
Ohio
-$2K -110 Closed
MCIA
270
Mountain Capital Investment Advisors
Colorado
-$1K -36 Closed
STA
271
Summit Trail Advisors
New York
+$191 +11 New
CG
272
Cutler Group
California
+$208 +12 New
TL
273
TrueWealth LLC
Georgia
+$208 +12 New
AssetMark Inc
274
AssetMark Inc
California
+$347 +20 New

SBH Hedge Fund Activity: Q4 2017 in Review

231 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2017, worth a combined $2.71B — down 5.7% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SBH positions and 43 closed out — a net gain of 4 holders — while 79 added to existing stakes and 79 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $27.1M. The largest seller was Janus Henderson Group, cutting an estimated $42.3M.

  • 231 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2017, up from 227 in Q3 2017.
  • Funds reported $2.71B of Sally Beauty Holdings stock for Q4 2017, down 5.7% quarter-over-quarter.
  • 47 funds opened new Sally Beauty Holdings positions in Q4 2017 and 43 closed out, a net change of +4 holders.
  • The largest Sally Beauty Holdings buyer in Q4 2017 was Schroder Investment Management Group, an estimated $27.1M added.
  • The largest Sally Beauty Holdings seller in Q4 2017 was Janus Henderson Group, an estimated $42.3M sold.

Based on aggregated 13F filings for Q4 2017.