Sally Beauty Holdings
237 hedge funds and large institutions have $4.16B invested in Sally Beauty Holdings in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 37 closing their positions.
93% more call options, than puts
Call options by funds: $587K | Put options by funds: $304K
8% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 37
1% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 83
0% more funds holding
Funds holding: 237 → 237 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $4.27B → $4.16B (-$114M)
3.98% less ownership
Funds ownership: 113.65% → 109.66% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$53.7M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$46.8M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$28.7M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$26M |
| 5 |
O
OppenheimerFunds
New York
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$143M |
| 2 |
JP Morgan Chase
New York
|
-$63.9M |
| 3 |
Goldman Sachs
New York
|
-$55.9M |
| 4 |
Neuberger Berman Group
New York
|
-$55.6M |
| 5 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$32.6M |
SBH Hedge Fund Activity: Q4 2016 in Review
237 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2016, worth a combined $4.16B — down 2.7% from $4.27B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SBH positions and 37 closed out — a net gain of 3 holders — while 84 added to existing stakes and 83 trimmed.
The largest buyer was Perkins Investment Management, opening a new position worth an estimated $53.7M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $143M sold.
- 237 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $4.16B of Sally Beauty Holdings stock for Q4 2016, down 2.7% quarter-over-quarter.
- 40 funds opened new Sally Beauty Holdings positions in Q4 2016 and 37 closed out, a net change of +3 holders.
- The largest Sally Beauty Holdings buyer in Q4 2016 was Perkins Investment Management, an estimated $53.7M added.
- The largest Sally Beauty Holdings seller in Q4 2016 was William Blair Investment Management, an estimated $143M sold.
Based on aggregated 13F filings for Q4 2016.