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Sally Beauty Holdings
SBH

201 hedge funds and large institutions have $2.48B invested in Sally Beauty Holdings in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $1.67B → $2.48B (+$807M)

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

7% more funds holding

Funds holding: 188 → 201 (+13)

4.22% less ownership

Funds ownership: 113.35% → 109.13% (-4.2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

34% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 76

84% less call options, than puts

Call options by funds: $5.37M | Put options by funds: $34.4M

Holders
201
Holders Change
+13
Holders Change %
+6.91%
% of All Funds
3.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
43
Increased
50
Reduced
76
Closed
29
Calls
$5.37M
Puts
$34.4M
Net Calls
-$29M
Net Calls Change
-$29M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$110M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$28.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$23.9M
4
BlackRock
BlackRock
New York
+$14.3M
5
Boston Partners
Boston Partners
Massachusetts
+$12M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$60.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$60.8M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$38.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$22.4M
5
Norges Bank
Norges Bank
Norway
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
FWM
177
Focused Wealth Management
New York
$9K – – –
FPS
178
Fieldpoint Private Securities
Connecticut
$8K – – –
Bessemer Group
179
Bessemer Group
New Jersey
$8K +$6.58K +393 New
KFP
180
KB Financial Partners
New Jersey
$7K +$5.71K +341 New
IPW
181
IronBridge Private Wealth
Texas
$6K -$2.56K -153 -34%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
NICM
183
Neo Ivy Capital Management
New York
$5K +$3.9K +233 New
PLU
184
Performa Ltd (US)
South Carolina
$4K -$3.35K -200 -50%
PMFA
185
Plante Moran Financial Advisors
Michigan
$4K +$2.98K +178 New
ADIM
186
Alpha DNA Investment Management
Maryland
$3K – – –
NSIM
187
North Star Investment Management
Illinois
$3K – – –
QCG
188
Quadrant Capital Group
Ohio
$3K – – –
FF
189
FourThought Financial
Florida
$2K – – –
HR
190
Howe & Rusling
New York
$2K – – –
TFO
191
Tarbox Family Office
California
$2K – – –
TWA
192
TCI Wealth Advisors
Arizona
$2K +$1.52K +91 New
AIG
193
American International Group
New York
$1.51K -$14.2K -851 -1%
CFD
194
Creative Financial Designs
Indiana
$1K – – –
PCG
195
Private Capital Group
Connecticut
$1K – – –
DA
196
Denali Advisors
California
$1K +$653 +39 New
WT
197
Washington Trust
Rhode Island
$1K +$1.1K +66 New
Walleye Capital
198
Walleye Capital
New York
$235 +$195K +11,653 New
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$31 – – –
Millennium Management
200
Millennium Management
New York
– -$60.8M -4,664,227 Closed
6 7
8
9 10

SBH Hedge Fund Activity: Q1 2021 in Review

201 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2021, worth a combined $2.48B — up 48% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SBH positions and 29 closed out — a net gain of 14 holders — while 50 added to existing stakes and 76 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $110M. The largest seller was Millennium Management, exiting entirely with an estimated $60.8M sold.

  • 201 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2021, up from 188 in Q4 2020.
  • Funds reported $2.48B of Sally Beauty Holdings stock for Q1 2021, up 48% quarter-over-quarter.
  • 43 funds opened new Sally Beauty Holdings positions in Q1 2021 and 29 closed out, a net change of +14 holders.
  • The largest Sally Beauty Holdings buyer in Q1 2021 was AllianceBernstein, an estimated $110M added.
  • The largest Sally Beauty Holdings seller in Q1 2021 was Millennium Management, an estimated $60.8M sold.

Based on aggregated 13F filings for Q1 2021.