Sally Beauty Holdings
220 hedge funds and large institutions have $2.54B invested in Sally Beauty Holdings in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 98 reducing their positions, and 31 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 31
18% more capital invested
Capital invested by funds: $2.15B → $2.54B (+$390M)
1% more funds holding
Funds holding: 218 → 220 (+2)
4.6% less ownership
Funds ownership: 128.17% → 123.57% (-4.6%)
47% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 98
62% less call options, than puts
Call options by funds: $677K | Put options by funds: $1.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.6M |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$10.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$10.6M |
| 4 |
Morgan Stanley
New York
|
+$10M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$27.3M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$23.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$22.7M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$19.4M |
| 5 |
Goldman Sachs
New York
|
-$16M |
SBH Hedge Fund Activity: Q4 2019 in Review
220 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2019, worth a combined $2.54B — up 18% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SBH positions and 31 closed out — a net gain of 7 holders — while 52 added to existing stakes and 98 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $40.6M. The largest seller was Burgundy Asset Management, cutting an estimated $27.3M.
- 220 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2019, up from 218 in Q3 2019.
- Funds reported $2.54B of Sally Beauty Holdings stock for Q4 2019, up 18% quarter-over-quarter.
- 38 funds opened new Sally Beauty Holdings positions in Q4 2019 and 31 closed out, a net change of +7 holders.
- The largest Sally Beauty Holdings buyer in Q4 2019 was Fidelity Investments, an estimated $40.6M added.
- The largest Sally Beauty Holdings seller in Q4 2019 was Burgundy Asset Management, an estimated $27.3M sold.
Based on aggregated 13F filings for Q4 2019.