Sally Beauty Holdings
251 hedge funds and large institutions have $2.44B invested in Sally Beauty Holdings in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 98 increasing their positions, 77 reducing their positions, and 25 closing their positions.
88% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 25
27% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 77
9% more funds holding
Funds holding: 231 → 251 (+20)
4.91% more ownership
Funds ownership: 113.54% → 118.45% (+4.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less capital invested
Capital invested by funds: $2.71B → $2.44B (-$270M)
24% less call options, than puts
Call options by funds: $1.41M | Put options by funds: $1.86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.7M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$21.9M |
| 3 |
Millennium Management
New York
|
+$10.7M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$10M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$7.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$33.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$18.1M |
| 3 |
SI
Sapience Investments
Newport Beach,
California
|
-$14M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10.6M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$10M |
SBH Hedge Fund Activity: Q1 2018 in Review
251 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2018, worth a combined $2.44B — down 10% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SBH positions and 25 closed out — a net gain of 22 holders — while 98 added to existing stakes and 77 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $79.7M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $33.9M sold.
- 251 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2018, up from 231 in Q4 2017.
- Funds reported $2.44B of Sally Beauty Holdings stock for Q1 2018, down 10% quarter-over-quarter.
- 47 funds opened new Sally Beauty Holdings positions in Q1 2018 and 25 closed out, a net change of +22 holders.
- The largest Sally Beauty Holdings buyer in Q1 2018 was Fidelity Investments, an estimated $79.7M added.
- The largest Sally Beauty Holdings seller in Q1 2018 was Balyasny Asset Management, an estimated $33.9M sold.
Based on aggregated 13F filings for Q1 2018.