Sally Beauty Holdings
SBH
206 hedge funds and large institutions have $5.05B invested in Sally Beauty Holdings in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 42 closing their positions.
964% more call options, than puts
Call options by funds: $351K | Put options by funds: $33K
17% more capital invested
Capital invested by funds: $4.31B → $5.05B (+$747M)
3.79% more ownership
Funds ownership: 98.14% → 101.93% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less funds holding
Funds holding: 215 → 206 (-9)
21% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 42
24% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$73M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$57.1M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$44.2M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$42.7M |
| 5 |
O
OppenheimerFunds
New York
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$61.1M |
| 2 |
MGC
Merchants' Gate Capital
New York
|
-$53.5M |
| 3 |
TCM
Tiger Consumer Management
New York
|
-$53.1M |
| 4 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$35.9M |
| 5 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
-$34.8M |
SBH Hedge Fund Activity: Q4 2013 in Review
206 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2013, worth a combined $5.05B — up 17% from $4.31B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of SBH and 33 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 64 added.
The largest buyer was Janus Henderson Investors US, adding an estimated $73M. The largest seller was Pennant Capital Management, cutting an estimated $61.1M.
- 206 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2013, down from 215 in Q3 2013.
- Funds reported $5.05B of Sally Beauty Holdings stock for Q4 2013, up 17% quarter-over-quarter.
- 33 funds opened new Sally Beauty Holdings positions in Q4 2013 and 42 closed out, a net change of -9 holders.
- The largest Sally Beauty Holdings buyer in Q4 2013 was Janus Henderson Investors US, an estimated $73M added.
- The largest Sally Beauty Holdings seller in Q4 2013 was Pennant Capital Management, an estimated $61.1M sold.
Based on aggregated 13F filings for Q4 2013.