Sally Beauty Holdings
228 hedge funds and large institutions have $3.09B invested in Sally Beauty Holdings in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 51 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 70
2% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 51
4% less funds holding
Funds holding: 237 → 228 (-9)
4.26% less ownership
Funds ownership: 109.66% → 105.41% (-4.3%)
26% less capital invested
Capital invested by funds: $4.16B → $3.09B (-$1.07B)
41% less call options, than puts
Call options by funds: $785K | Put options by funds: $1.33M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$260M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$62.5M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$49.3M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$36.7M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Meritage Group
San Francisco,
California
|
-$126M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$61.7M |
| 3 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$47.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.6M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$31.4M |
SBH Hedge Fund Activity: Q1 2017 in Review
228 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2017, worth a combined $3.09B — down 26% from $4.16B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of SBH and 50 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 88 added.
The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Meritage Group, exiting entirely with an estimated $126M sold.
- 228 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2017, down from 237 in Q4 2016.
- Funds reported $3.09B of Sally Beauty Holdings stock for Q1 2017, down 26% quarter-over-quarter.
- 50 funds opened new Sally Beauty Holdings positions in Q1 2017 and 51 closed out, a net change of -1 holder.
- The largest Sally Beauty Holdings buyer in Q1 2017 was BlackRock, an estimated $260M added.
- The largest Sally Beauty Holdings seller in Q1 2017 was Meritage Group, an estimated $126M sold.
Based on aggregated 13F filings for Q1 2017.