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Sally Beauty Holdings
SBH

211 hedge funds and large institutions have $1.9B invested in Sally Beauty Holdings in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $6.7M | Put options by funds: $3.08M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

5.05% more ownership

Funds ownership: 105.33% → 110.38% (+5.1%)

2% more funds holding

Funds holding: 206 → 211 (+5)

14% less capital invested

Capital invested by funds: $2.2B → $1.9B (-$303M)

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
65
Reduced
81
Closed
26
Calls
$6.7M
Puts
$3.08M
Net Calls
+$3.62M
Net Calls Change
+$1.15M

Top Buyers

Rank Fund Capital Flow
1
PCM
Polaris Capital Management
Massachusetts
+$50.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$21.7M
3
HCM
Hawkeye Capital Management
Florida
+$19M
4
Citadel Advisors
Citadel Advisors
Florida
+$7.55M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$5.74M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$25.2M
2
Millennium Management
Millennium Management
New York
-$10.6M
3
BlackRock
BlackRock
New York
-$8.44M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.3M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$12K – – –
TWA
177
TCI Wealth Advisors
Arizona
$12K +$6.44K +372 +91%
IA
178
IFP Advisors
Florida
$11K +$260 +15 New
Barrow, Hanley, Mewhinney & Strauss
179
Barrow, Hanley, Mewhinney & Strauss
Texas
$9K -$7.27K -420 -42%
MSFP
180
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
FWM
181
Focused Wealth Management
New York
$7K – – –
FPS
182
Fieldpoint Private Securities
Connecticut
$7K +$87 +5 +1%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
KFP
184
KB Financial Partners
New Jersey
$4K – – –
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$4K +$4.5K +260 +565%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$2K -$3.2K -185 -56%
HR
187
Howe & Rusling
New York
$2K -$744 -43 -25%
FF
188
FourThought Financial
Florida
$2K – – –
GC
189
Globeflex Capital
California
$2K – – –
NSIM
190
North Star Investment Management
Illinois
$2K – – –
PLU
191
Performa Ltd (US)
South Carolina
$2K – – –
QCG
192
Quadrant Capital Group
Ohio
$2K – – –
SPIA
193
Steward Partners Investment Advisory
New York
$2K +$1.83K +106 New
LAS
194
Lloyd Advisory Services
Georgia
$2K +$1.87K +108 New
FHA
195
First Horizon Advisors
Tennessee
$2K +$2.15K +124 New
Macquarie Group
196
Macquarie Group
Australia
$1.08K – – –
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.46K -142 -74%
C
198
Covestor
United Kingdom
$1K -$121 -7 -17%
CFD
199
Creative Financial Designs
Indiana
$1K – – –
MCM
200
Manchester Capital Management
Vermont
$1K – – –
6 7
8
9 10

SBH Hedge Fund Activity: Q1 2022 in Review

211 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2022, worth a combined $1.9B — down 14% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SBH positions and 26 closed out — a net gain of 6 holders — while 65 added to existing stakes and 81 trimmed.

The largest buyer was Polaris Capital Management, opening a new position worth an estimated $50.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.2M sold.

  • 211 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2022, up from 206 in Q4 2021.
  • Funds reported $1.9B of Sally Beauty Holdings stock for Q1 2022, down 14% quarter-over-quarter.
  • 32 funds opened new Sally Beauty Holdings positions in Q1 2022 and 26 closed out, a net change of +6 holders.
  • The largest Sally Beauty Holdings buyer in Q1 2022 was Polaris Capital Management, an estimated $50.5M added.
  • The largest Sally Beauty Holdings seller in Q1 2022 was Arrowstreet Capital, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2022.