Sally Beauty Holdings
226 hedge funds and large institutions have $5.71B invested in Sally Beauty Holdings in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 27 closing their positions.
1,289% more call options, than puts
Call options by funds: $625K | Put options by funds: $45K
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
11% more capital invested
Capital invested by funds: $5.13B → $5.71B (+$580M)
3% more funds holding
Funds holding: 220 → 226 (+6)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.75% less ownership
Funds ownership: 105.8% → 105.05% (-0.75%)
26% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$94.9M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$64.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$31.2M |
| 4 |
O
OppenheimerFunds
New York
|
+$28.8M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$81.2M |
| 2 |
MG
Meritage Group
San Francisco,
California
|
-$38.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.2M |
| 4 |
GAM
Gotham Asset Management
New York
|
-$24.6M |
| 5 |
LI
LMCG Investments
Boston,
Massachusetts
|
-$20.1M |
SBH Hedge Fund Activity: Q1 2015 in Review
226 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2015, worth a combined $5.71B — up 11% from $5.13B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SBH positions and 27 closed out — a net gain of 8 holders — while 70 added to existing stakes and 95 trimmed.
The largest buyer was William Blair & Company, adding an estimated $94.9M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $81.2M.
- 226 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2015, up from 220 in Q4 2014.
- Funds reported $5.71B of Sally Beauty Holdings stock for Q1 2015, up 11% quarter-over-quarter.
- 35 funds opened new Sally Beauty Holdings positions in Q1 2015 and 27 closed out, a net change of +8 holders.
- The largest Sally Beauty Holdings buyer in Q1 2015 was William Blair & Company, an estimated $94.9M added.
- The largest Sally Beauty Holdings seller in Q1 2015 was Brown Brothers Harriman & Co, an estimated $81.2M sold.
Based on aggregated 13F filings for Q1 2015.