Sally Beauty Holdings
SBH
236 hedge funds and large institutions have $4.23B invested in Sally Beauty Holdings in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 37 closing their positions.
46% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 37
15% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 72
8% more funds holding
Funds holding: 219 → 236 (+17)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.39% less ownership
Funds ownership: 116.04% → 113.65% (-2.4%)
15% less capital invested
Capital invested by funds: $4.99B → $4.23B (-$763M)
62% less call options, than puts
Call options by funds: $1.12M | Put options by funds: $2.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$110M |
| 2 |
State Street
Boston,
Massachusetts
|
+$53.6M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$48.6M |
| 4 |
Goldman Sachs
New York
|
+$39.4M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$224M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$90.5M |
| 3 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$74.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$49M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.3M |
SBH Hedge Fund Activity: Q3 2016 in Review
236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q3 2016, worth a combined $4.23B — down 15% from $4.99B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SBH positions and 37 closed out — a net gain of 17 holders — while 83 added to existing stakes and 72 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $110M. The largest seller was Macquarie Group, cutting an estimated $224M.
- 236 institutional investors held Sally Beauty Holdings (SBH) as of Q3 2016, up from 219 in Q2 2016.
- Funds reported $4.23B of Sally Beauty Holdings stock for Q3 2016, down 15% quarter-over-quarter.
- 54 funds opened new Sally Beauty Holdings positions in Q3 2016 and 37 closed out, a net change of +17 holders.
- The largest Sally Beauty Holdings buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $110M added.
- The largest Sally Beauty Holdings seller in Q3 2016 was Macquarie Group, an estimated $224M sold.
Based on aggregated 13F filings for Q3 2016.