Sally Beauty Holdings
217 hedge funds and large institutions have $4.74B invested in Sally Beauty Holdings in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 26 closing their positions.
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
5% more funds holding
Funds holding: 206 → 217 (+11)
2.47% more ownership
Funds ownership: 103.86% → 106.33% (+2.5%)
9% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 75
8% less capital invested
Capital invested by funds: $5.15B → $4.74B (-$408M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$112M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$66.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$60.7M |
| 4 |
Millennium Management
New York
|
+$58.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$88.3M |
| 2 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
-$73.2M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$72.6M |
| 4 |
Morgan Stanley
New York
|
-$58.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.6M |
SBH Hedge Fund Activity: Q1 2014 in Review
217 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2014, worth a combined $4.74B — down 7.9% from $5.15B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SBH positions and 26 closed out — a net gain of 12 holders — while 68 added to existing stakes and 75 trimmed.
The largest buyer was State Street, adding an estimated $112M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $88.3M.
- 217 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2014, up from 206 in Q4 2013.
- Funds reported $4.74B of Sally Beauty Holdings stock for Q1 2014, down 7.9% quarter-over-quarter.
- 38 funds opened new Sally Beauty Holdings positions in Q1 2014 and 26 closed out, a net change of +12 holders.
- The largest Sally Beauty Holdings buyer in Q1 2014 was State Street, an estimated $112M added.
- The largest Sally Beauty Holdings seller in Q1 2014 was Brown Brothers Harriman & Co, an estimated $88.3M sold.
Based on aggregated 13F filings for Q1 2014.