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Sally Beauty Holdings

231 hedge funds and large institutions have $2.71B invested in Sally Beauty Holdings in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.87% more ownership

Funds ownership: 111.67%113.54% (+1.9%)

2% more funds holding

Funds holding: 227231 (+4)

9% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 43

0% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 79

6% less capital invested

Capital invested by funds: $2.87B → $2.71B (-$164M)

84% less call options, than puts

Call options by funds: $477K | Put options by funds: $2.96M

Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
47
Increased
79
Reduced
79
Closed
43
Calls
$477K
Puts
$2.96M
Net Calls
-$2.49M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Advisor Group
Arizona
$33K -$9.46K -546 -23%
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$28K
WCBA
203
Weaver C. Barksdale & Associates
Tennessee
$25K +$5.6K +323 +33%
TRCT
204
Tower Research Capital (TRC)
New York
$23K -$7.07K -408 -25%
ASN
205
Advisory Services Network
Georgia
$17K +$9.32K +538 +139%
1IA
206
1834 Investment Advisors
Wisconsin
$17K +$15.6K +900 New
IWM
207
IHT Wealth Management
Illinois
$12K
PCP
208
Proficio Capital Partners
Massachusetts
$12K +$2.93K +169 +35%
IA
209
IFP Advisors
Florida
$11K -$2.34K -135 -18%
ClearBridge Investments
210
ClearBridge Investments
New York
$11K -$139 -8 -1%
ST
211
Smithfield Trust
Pennsylvania
$11K
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$11K +$10.1K +581 New
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.91K
FWM
214
Focused Wealth Management
New York
$8K
SWP
215
Stratos Wealth Partners
Ohio
$8K +$7.02K +405 New
RFC
216
Regions Financial Corp
Alabama
$8K +$7.71K +445 New
QCG
217
Quadrant Capital Group
Ohio
$7K -$4.63K -267 -41%
CHC
218
City Holding Co
West Virginia
$4K
OIA
219
OneDigital Investment Advisors
Kansas
$4K
GAM
220
Gemmer Asset Management
California
$3K +$364 +21 +15%
BBHC
221
Brown Brothers Harriman & Co
New York
$3K +$2.51K +145 New
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$1K -$3.6K -208 -86%
CFD
223
Creative Financial Designs
Indiana
$1K
QI
224
QS Investors
New York
$1K
EARNEST Partners
225
EARNEST Partners
Georgia
$1K +$763 +44 New

SBH Hedge Fund Activity: Q4 2017 in Review

231 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2017, worth a combined $2.71B — down 5.7% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SBH positions and 43 closed out — a net gain of 4 holders — while 79 added to existing stakes and 79 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $27.1M. The largest seller was Janus Henderson Group, cutting an estimated $42.3M.

  • 231 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2017, up from 227 in Q3 2017.
  • Funds reported $2.71B of Sally Beauty Holdings stock for Q4 2017, down 5.7% quarter-over-quarter.
  • 47 funds opened new Sally Beauty Holdings positions in Q4 2017 and 43 closed out, a net change of +4 holders.
  • The largest Sally Beauty Holdings buyer in Q4 2017 was Schroder Investment Management Group, an estimated $27.1M added.
  • The largest Sally Beauty Holdings seller in Q4 2017 was Janus Henderson Group, an estimated $42.3M sold.

Based on aggregated 13F filings for Q4 2017.