Sally Beauty Holdings
SBH
202 hedge funds and large institutions have $1.5B invested in Sally Beauty Holdings in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 73 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
23% more call options, than puts
Call options by funds: $3.5M | Put options by funds: $2.85M
8% more capital invested
Capital invested by funds: $1.39B → $1.5B (+$106M)
3% more funds holding
Funds holding: 196 → 202 (+6)
1.8% more ownership
Funds ownership: 108.93% → 110.73% (+1.8%)
18% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$28.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$24.4M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$20.1M |
| 4 |
CCM
Chimera Capital Management
New York
|
+$16.7M |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$43.5M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$29.1M |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$9.77M |
| 4 |
GF
Gabelli Funds
Rye,
New York
|
-$7.13M |
| 5 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
-$3.74M |
SBH Hedge Fund Activity: Q3 2022 in Review
202 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q3 2022, worth a combined $1.5B — up 7.6% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SBH positions and 24 closed out — a net gain of 7 holders — while 60 added to existing stakes and 73 trimmed.
The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $43.5M.
- 202 institutional investors held Sally Beauty Holdings (SBH) as of Q3 2022, up from 196 in Q2 2022.
- Funds reported $1.5B of Sally Beauty Holdings stock for Q3 2022, up 7.6% quarter-over-quarter.
- 31 funds opened new Sally Beauty Holdings positions in Q3 2022 and 24 closed out, a net change of +7 holders.
- The largest Sally Beauty Holdings buyer in Q3 2022 was Millennium Management, an estimated $28.4M added.
- The largest Sally Beauty Holdings seller in Q3 2022 was ArrowMark Colorado Holdings, an estimated $43.5M sold.
Based on aggregated 13F filings for Q3 2022.