Sally Beauty Holdings
SBH
196 hedge funds and large institutions have $1.39B invested in Sally Beauty Holdings in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 78 reducing their positions, and 34 closing their positions.
157% more call options, than puts
Call options by funds: $4.21M | Put options by funds: $1.64M
1.45% less ownership
Funds ownership: 110.38% → 108.93% (-1.5%)
7% less funds holding
Funds holding: 211 → 196 (-15)
26% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 78
27% less capital invested
Capital invested by funds: $1.9B → $1.39B (-$508M)
29% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 34
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$8.12M |
| 2 |
Morgan Stanley
New York
|
+$8.04M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
+$3.27M |
| 4 |
Holocene Advisors
New York
|
+$2.99M |
| 5 |
DA
Duality Advisers
Miami,
Florida
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hawkeye Capital Management
Miami Beach,
Florida
|
-$13.8M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$13.7M |
| 3 |
Renaissance Technologies
New York
|
-$9.45M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$8.86M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.3M |
SBH Hedge Fund Activity: Q2 2022 in Review
196 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q2 2022, worth a combined $1.39B — down 27% from $1.9B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of SBH and 24 opened new positions — a net loss of 10 holders — while 78 trimmed existing stakes and 58 added.
The largest buyer was Principal Financial Group, adding an estimated $8.12M. The largest seller was Hawkeye Capital Management, cutting an estimated $13.8M.
- 196 institutional investors held Sally Beauty Holdings (SBH) as of Q2 2022, down from 211 in Q1 2022.
- Funds reported $1.39B of Sally Beauty Holdings stock for Q2 2022, down 27% quarter-over-quarter.
- 24 funds opened new Sally Beauty Holdings positions in Q2 2022 and 34 closed out, a net change of -10 holders.
- The largest Sally Beauty Holdings buyer in Q2 2022 was Principal Financial Group, an estimated $8.12M added.
- The largest Sally Beauty Holdings seller in Q2 2022 was Hawkeye Capital Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2022.