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Sally Beauty Holdings
SBH

202 hedge funds and large institutions have $1.5B invested in Sally Beauty Holdings in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

23% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $2.85M

8% more capital invested

Capital invested by funds: $1.39B → $1.5B (+$106M)

3% more funds holding

Funds holding: 196 → 202 (+6)

1.8% more ownership

Funds ownership: 108.93% → 110.73% (+1.8%)

18% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 73

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
60
Reduced
73
Closed
24
Calls
$3.5M
Puts
$2.85M
Net Calls
+$648K
Net Calls Change
-$1.92M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$28.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.4M
3
JAM
Jupiter Asset Management
United Kingdom
+$20.1M
4
CCM
Chimera Capital Management
New York
+$16.7M
5
BFM
Boothbay Fund Management
New York
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$43.5M
2
Principal Financial Group
Principal Financial Group
Iowa
-$29.1M
3
GI
GAMCO Investors
Connecticut
-$9.77M
4
GF
Gabelli Funds
New York
-$7.13M
5
PCM
Polaris Capital Management
Massachusetts
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
HCP
178
Hexagon Capital Partners
Arkansas
$4K +$4.51K +325 New
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$3K -$1.94K -140 -38%
GC
180
Globeflex Capital
California
$2K – – –
NSIM
181
North Star Investment Management
Illinois
$2K – – –
PLU
182
Performa Ltd (US)
South Carolina
$2K – – –
WFA
183
Wipfli Financial Advisors
Wisconsin
$2K +$1.96K +141 New
KFP
184
KB Financial Partners
New Jersey
$2K +$2.6K +187 New
EWA
185
EverSource Wealth Advisors
Alabama
$1K -$2.6K -187 -62%
WT
186
Washington Trust
Rhode Island
$1K -$14 -1 -1%
BIA
187
Bell Investment Advisors
California
$1K – – –
CFD
188
Creative Financial Designs
Indiana
$1K – – –
SPIA
189
Steward Partners Investment Advisory
New York
$1K – – –
GRP
190
Global Retirement Partners
California
$1K +$333 +24 +67%
SC
191
Schubert & Co
Texas
$1K +$333 +24 +71%
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$1K +$833 +60 New
MFT
193
Moisand Fitzgerald Tamayo
Florida
$1K +$930 +67 New
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.04K +75 New
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$177 +$26.6K +1,916 +17%
GI
196
GAMCO Investors
Connecticut
– -$9.77M -819,180 Closed
GF
197
Gabelli Funds
New York
– -$7.13M -598,000 Closed
EP
198
Edgestream Partners
New Jersey
– -$2.75M -230,795 Closed
BNP Paribas Asset Management
199
BNP Paribas Asset Management
France
– -$2.69M -225,396 Closed
HCM
200
Hawkeye Capital Management
Florida
– -$1.79M -150,000 Closed
5 6 7
8
9

SBH Hedge Fund Activity: Q3 2022 in Review

202 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q3 2022, worth a combined $1.5B — up 7.6% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SBH positions and 24 closed out — a net gain of 7 holders — while 60 added to existing stakes and 73 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $43.5M.

  • 202 institutional investors held Sally Beauty Holdings (SBH) as of Q3 2022, up from 196 in Q2 2022.
  • Funds reported $1.5B of Sally Beauty Holdings stock for Q3 2022, up 7.6% quarter-over-quarter.
  • 31 funds opened new Sally Beauty Holdings positions in Q3 2022 and 24 closed out, a net change of +7 holders.
  • The largest Sally Beauty Holdings buyer in Q3 2022 was Millennium Management, an estimated $28.4M added.
  • The largest Sally Beauty Holdings seller in Q3 2022 was ArrowMark Colorado Holdings, an estimated $43.5M sold.

Based on aggregated 13F filings for Q3 2022.