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Sally Beauty Holdings

241 hedge funds and large institutions have $1.5B invested in Sally Beauty Holdings in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.23B → $1.5B (+$270M)

4% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.07M

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 240241 (+1)

2.91% less ownership

Funds ownership: 110.41%107.5% (-2.9%)

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
74
Reduced
92
Closed
36
Calls
$2.15M
Puts
$2.07M
Net Calls
+$79K
Net Calls Change
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$15.4K +$1.97K +166 +17%
HCA
202
Harbor Capital Advisors
Illinois
$13K +$11.6K +975 New
CA
203
Claris Advisors
Missouri
$12.9K +$11.3K +950 New
S
204
SignatureFD
Georgia
$12.4K -$1.25K -105 -10%
C
205
Covestor
United Kingdom
$11K -$1.49K -125 -13%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$10.7K +$986 +83 +12%
SAM
207
Smartleaf Asset Management
Massachusetts
$9.9K +$748 +63 +9%
IA
208
IFP Advisors
Florida
$9.82K
ATS
209
Ashton Thomas Securities
New York
$9.81K +$8.59K +723 New
EWA
210
EverSource Wealth Advisors
Alabama
$9.32K
PA
211
Parallel Advisors
California
$8.36K
Bessemer Group
212
Bessemer Group
New Jersey
$8K -$614K -51,652 -99%
GI
213
GAMMA Investing
California
$5.47K +$3.36K +283 +236%
SCM
214
Sterling Capital Management
North Carolina
$4.93K +$4.31K +363 New
BTI
215
Blue Trust Inc
Georgia
$4.66K +$3.36K +283 +187%
Barrow, Hanley, Mewhinney & Strauss
216
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.29K
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.07K
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$3.91K
UB
219
UMB Bank
Missouri
$3.34K +$1.5K +126 +105%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$3.09K
VCM
221
Versant Capital Management
Arizona
$2.94K +$927 +78 +56%
PLU
222
Performa Ltd (US)
South Carolina
$2.71K +$594 +50 +33%
PS
223
Principal Securities
Iowa
$2.14K
GC
224
Globeflex Capital
California
$1.98K
NSIM
225
North Star Investment Management
Illinois
$1.71K

SBH Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q3 2024, worth a combined $1.5B — up 22% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SBH positions and 36 closed out — a net gain of 1 holder — while 74 added to existing stakes and 92 trimmed.

The largest buyer was SG Capital Management, opening a new position worth an estimated $10M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $41.5M sold.

  • 241 institutional investors held Sally Beauty Holdings (SBH) as of Q3 2024, up from 240 in Q2 2024.
  • Funds reported $1.5B of Sally Beauty Holdings stock for Q3 2024, up 22% quarter-over-quarter.
  • 37 funds opened new Sally Beauty Holdings positions in Q3 2024 and 36 closed out, a net change of +1 holder.
  • The largest Sally Beauty Holdings buyer in Q3 2024 was SG Capital Management, an estimated $10M added.
  • The largest Sally Beauty Holdings seller in Q3 2024 was Champlain Investment Partners, an estimated $41.5M sold.

Based on aggregated 13F filings for Q3 2024.