Sally Beauty Holdings
229 hedge funds and large institutions have $1.44B invested in Sally Beauty Holdings in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 81 reducing their positions, and 13 closing their positions.
215% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 13
90% more call options, than puts
Call options by funds: $3.67M | Put options by funds: $1.93M
12% more funds holding
Funds holding: 205 → 229 (+24)
0.69% more ownership
Funds ownership: 110% → 110.69% (+0.69%)
8% less capital invested
Capital invested by funds: $1.57B → $1.44B (-$123M)
19% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 81
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$46.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.19M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$8.16M |
| 4 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$7.54M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$6.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$35.5M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$25.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13.9M |
| 5 |
BlackRock
New York
|
-$9.11M |
SBH Hedge Fund Activity: Q1 2024 in Review
229 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2024, worth a combined $1.44B — down 7.9% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SBH positions and 13 closed out — a net gain of 28 holders — while 66 added to existing stakes and 81 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $35.5M.
- 229 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2024, up from 205 in Q4 2023.
- Funds reported $1.44B of Sally Beauty Holdings stock for Q1 2024, down 7.9% quarter-over-quarter.
- 41 funds opened new Sally Beauty Holdings positions in Q1 2024 and 13 closed out, a net change of +28 holders.
- The largest Sally Beauty Holdings buyer in Q1 2024 was Schroder Investment Management Group, an estimated $46.8M added.
- The largest Sally Beauty Holdings seller in Q1 2024 was Morgan Stanley, an estimated $35.5M sold.
Based on aggregated 13F filings for Q1 2024.