Sally Beauty Holdings
252 hedge funds and large institutions have $2.5B invested in Sally Beauty Holdings in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 30 closing their positions.
93% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 30
25% more call options, than puts
Call options by funds: $1.86M | Put options by funds: $1.49M
12% more funds holding
Funds holding: 225 → 252 (+27)
6% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 83
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.25% less ownership
Funds ownership: 125.64% → 122.39% (-3.3%)
10% less capital invested
Capital invested by funds: $2.77B → $2.5B (-$275M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
+$34.7M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$23.1M |
| 3 |
D.E. Shaw & Co
New York
|
+$21.1M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$15.6M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$55.6M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$49.1M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$46.1M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$45M |
| 5 |
Holocene Advisors
New York
|
-$19.6M |
SBH Hedge Fund Activity: Q4 2018 in Review
252 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2018, worth a combined $2.5B — down 9.9% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SBH positions and 30 closed out — a net gain of 28 holders — while 88 added to existing stakes and 83 trimmed.
The largest buyer was Ardevora Asset Management, opening a new position worth an estimated $34.7M. The largest seller was Fidelity Investments, cutting an estimated $55.6M.
- 252 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2018, up from 225 in Q3 2018.
- Funds reported $2.5B of Sally Beauty Holdings stock for Q4 2018, down 9.9% quarter-over-quarter.
- 58 funds opened new Sally Beauty Holdings positions in Q4 2018 and 30 closed out, a net change of +28 holders.
- The largest Sally Beauty Holdings buyer in Q4 2018 was Ardevora Asset Management, an estimated $34.7M added.
- The largest Sally Beauty Holdings seller in Q4 2018 was Fidelity Investments, an estimated $55.6M sold.
Based on aggregated 13F filings for Q4 2018.