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Sally Beauty Holdings
SBH

201 hedge funds and large institutions have $2.48B invested in Sally Beauty Holdings in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $1.67B → $2.48B (+$807M)

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

7% more funds holding

Funds holding: 188 → 201 (+13)

4.22% less ownership

Funds ownership: 113.35% → 109.13% (-4.2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

34% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 76

84% less call options, than puts

Call options by funds: $5.37M | Put options by funds: $34.4M

Holders
201
Holders Change
+13
Holders Change %
+6.91%
% of All Funds
3.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
43
Increased
50
Reduced
76
Closed
29
Calls
$5.37M
Puts
$34.4M
Net Calls
-$29M
Net Calls Change
-$29M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$110M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$28.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$23.9M
4
BlackRock
BlackRock
New York
+$14.3M
5
Boston Partners
Boston Partners
Massachusetts
+$12M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$60.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$60.8M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$38.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$22.4M
5
Norges Bank
Norges Bank
Norway
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
201
Nordea Investment Management
Sweden
– -$38.2M -2,933,129 Closed
Arrowstreet Capital
202
Arrowstreet Capital
Massachusetts
– -$8.67M -665,104 Closed
Squarepoint
203
Squarepoint
New York
– -$4.88M -374,627 Closed
GF
204
Goodman Financial
Texas
– -$4.82M -369,285 Closed
PC
205
Plaisance Capital
Colorado
– -$2.78M -213,296 Closed
CCM
206
Cinctive Capital Management
New York
– -$2.4M -184,410 Closed
Pacer Advisors
207
Pacer Advisors
Pennsylvania
– -$975K -74,802 Closed
NP
208
NorthRock Partners
Minnesota
– -$776K -59,475 Closed
Canada Pension Plan Investment Board
209
Canada Pension Plan Investment Board
Ontario, Canada
– -$738K -56,600 Closed
Marshall Wace
210
Marshall Wace
United Kingdom
– -$720K -55,257 Closed
EGM
211
Engineers Gate Manager
New York
– -$573K -43,948 Closed
MSA
212
Mason Street Advisors
Wisconsin
– -$549K -42,071 Closed
AA
213
AQR Arbitrage
Connecticut
– -$486K -38,063 Closed
Simplex Trading
214
Simplex Trading
Illinois
– -$611K -36,535 Closed
TC
215
TwinBeech Capital
New York
– -$369K -28,293 Closed
CC
216
Centiva Capital
New York
– -$275K -21,112 Closed
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
– -$339K -20,230 -100%
ECM
218
ExodusPoint Capital Management
New York
– -$248K -19,018 Closed
PCM
219
Portolan Capital Management
Massachusetts
– -$195K -14,944 Closed
BC
220
Bridgefront Capital
Texas
– -$190K -14,543 Closed
SCM
221
Symons Capital Management
Pennsylvania
– -$169K -12,913 Closed
GT
222
Glenmede Trust
Pennsylvania
– -$154K -11,855 Closed
CG
223
Cutler Group
California
– -$70.1K -4,190 Closed
APP
224
Alpha Paradigm Partners
Illinois
– -$31K -2,382 Closed
PWPS
225
Pinnacle Wealth Planning Services
Ohio
– -$31K -2,366 Closed
6 7 8
9
10

SBH Hedge Fund Activity: Q1 2021 in Review

201 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2021, worth a combined $2.48B — up 48% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SBH positions and 29 closed out — a net gain of 14 holders — while 50 added to existing stakes and 76 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $110M. The largest seller was Millennium Management, exiting entirely with an estimated $60.8M sold.

  • 201 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2021, up from 188 in Q4 2020.
  • Funds reported $2.48B of Sally Beauty Holdings stock for Q1 2021, up 48% quarter-over-quarter.
  • 43 funds opened new Sally Beauty Holdings positions in Q1 2021 and 29 closed out, a net change of +14 holders.
  • The largest Sally Beauty Holdings buyer in Q1 2021 was AllianceBernstein, an estimated $110M added.
  • The largest Sally Beauty Holdings seller in Q1 2021 was Millennium Management, an estimated $60.8M sold.

Based on aggregated 13F filings for Q1 2021.