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Sally Beauty Holdings

206 hedge funds and large institutions have $2.2B invested in Sally Beauty Holdings in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $6.26M | Put options by funds: $3.79M

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

8% more capital invested

Capital invested by funds: $2.03B → $2.2B (+$171M)

4% more funds holding

Funds holding: 198206 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.27% less ownership

Funds ownership: 106.59%105.33% (-1.3%)

38% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 87

Holders
206
Holders Change
+8
Holders Change %
+4.04%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
54
Reduced
87
Closed
22
Calls
$6.26M
Puts
$3.79M
Net Calls
+$2.47M
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$30.1K +$529 +29 +2%
Barrow, Hanley, Mewhinney & Strauss
177
Barrow, Hanley, Mewhinney & Strauss
Texas
$18K
EWA
178
EverSource Wealth Advisors
Alabama
$13K +$13.5K +742 New
MSFP
179
Mark Sheptoff Financial Planning
Connecticut
$9K
FPS
180
Fieldpoint Private Securities
Connecticut
$8K
FWM
181
Focused Wealth Management
New York
$8K
TWA
182
TCI Wealth Advisors
Arizona
$8K +$7.46K +409 New
IPW
183
IronBridge Private Wealth
Texas
$6K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$6K +$3.72K +204 +165%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$5K
KFP
186
KB Financial Partners
New Jersey
$5K +$4.98K +273 New
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.5K +192 New
HR
188
Howe & Rusling
New York
$3K
PLU
189
Performa Ltd (US)
South Carolina
$3K
QCG
190
Quadrant Capital Group
Ohio
$3K
GC
191
Globeflex Capital
California
$3K +$2.66K +146 New
RPCONE
192
Retirement Planning Company of New England
Rhode Island
$3K +$3.28K +180 New
FF
193
FourThought Financial
Florida
$2K
NSIM
194
North Star Investment Management
Illinois
$2K
TFO
195
Tarbox Family Office
California
$2K
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.05K -$18.3K -1,002 -2%
MCM
197
Manchester Capital Management
Vermont
$1K -$510 -28 -37%
WT
198
Washington Trust
Rhode Island
$1K -$73 -4 -5%
CFD
199
Creative Financial Designs
Indiana
$1K
PCG
200
Private Capital Group
Connecticut
$1K

SBH Hedge Fund Activity: Q4 2021 in Review

206 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2021, worth a combined $2.2B — up 8.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SBH positions and 22 closed out — a net gain of 10 holders — while 54 added to existing stakes and 87 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $32.6M. The largest seller was Morgan Stanley, cutting an estimated $7.97M.

  • 206 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2021, up from 198 in Q3 2021.
  • Funds reported $2.2B of Sally Beauty Holdings stock for Q4 2021, up 8.4% quarter-over-quarter.
  • 32 funds opened new Sally Beauty Holdings positions in Q4 2021 and 22 closed out, a net change of +10 holders.
  • The largest Sally Beauty Holdings buyer in Q4 2021 was Fisher Asset Management, an estimated $32.6M added.
  • The largest Sally Beauty Holdings seller in Q4 2021 was Morgan Stanley, an estimated $7.97M sold.

Based on aggregated 13F filings for Q4 2021.