Sally Beauty Holdings
227 hedge funds and large institutions have $2.87B invested in Sally Beauty Holdings in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 31 closing their positions.
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
5% more funds holding
Funds holding: 217 → 227 (+10)
4.42% more ownership
Funds ownership: 107.25% → 111.67% (+4.4%)
8% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 75
4% less capital invested
Capital invested by funds: $2.99B → $2.87B (-$113M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
82% less call options, than puts
Call options by funds: $155K | Put options by funds: $868K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$25.6M |
| 2 |
D.E. Shaw & Co
New York
|
+$15.9M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$15.2M |
| 4 |
Goldman Sachs
New York
|
+$15.1M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$37.2M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$35M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.7M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$21.5M |
| 5 |
MP
Manikay Partners
New York
|
-$20.3M |
SBH Hedge Fund Activity: Q3 2017 in Review
227 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q3 2017, worth a combined $2.87B — down 3.8% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SBH positions and 31 closed out — a net gain of 11 holders — while 81 added to existing stakes and 75 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $25.6M. The largest seller was OppenheimerFunds, cutting an estimated $37.2M.
- 227 institutional investors held Sally Beauty Holdings (SBH) as of Q3 2017, up from 217 in Q2 2017.
- Funds reported $2.87B of Sally Beauty Holdings stock for Q3 2017, down 3.8% quarter-over-quarter.
- 42 funds opened new Sally Beauty Holdings positions in Q3 2017 and 31 closed out, a net change of +11 holders.
- The largest Sally Beauty Holdings buyer in Q3 2017 was LSV Asset Management, an estimated $25.6M added.
- The largest Sally Beauty Holdings seller in Q3 2017 was OppenheimerFunds, an estimated $37.2M sold.
Based on aggregated 13F filings for Q3 2017.