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Sally Beauty Holdings

240 hedge funds and large institutions have $1.23B invested in Sally Beauty Holdings in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $1.1M

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

5% more funds holding

Funds holding: 229240 (+11)

2% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 81

0.28% less ownership

Funds ownership: 110.69%110.41% (-0.28%)

15% less capital invested

Capital invested by funds: $1.44B → $1.23B (-$216M)

Holders
240
Holders Change
+11
Holders Change %
+4.8%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
83
Reduced
81
Closed
25
Calls
$4.05M
Puts
$1.1M
Net Calls
+$2.95M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$175M -$4.88M -444,267 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M -$7.96M -723,869 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$132M -$4.37M -397,598 -3%
State Street
4
State Street
Massachusetts
$47.9M -$2.18M -198,189 -4%
ACH
5
ArrowMark Colorado Holdings
Colorado
$47.5M -$999K -90,903 -2%
CIP
6
Champlain Investment Partners
Vermont
$41.5M -$91.2K -8,300 -0.2%
LSV Asset Management
7
LSV Asset Management
Illinois
$38.5M -$197K -17,900 -0.5%
Victory Capital Management
8
Victory Capital Management
Texas
$37.6M +$533K +48,497 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$35.3M +$9.17M +833,720 +34%
WA
10
Wasatch Advisors
Utah
$34.2M -$5.96M -542,208 -15%
Fisher Asset Management
11
Fisher Asset Management
Washington
$28.8M -$164K -14,950 -0.6%
Charles Schwab
12
Charles Schwab
California
$26.5M +$1.13M +102,611 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$25.5M +$581K +52,828 +2%
PCM
14
Polaris Capital Management
Massachusetts
$25.5M -$580K -52,800 -2%
JAM
15
Jupiter Asset Management
United Kingdom
$23.8M -$1.32M -120,000 -5%
Morgan Stanley
16
Morgan Stanley
New York
$20.4M -$3.19M -289,922 -13%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$17.3M +$7.58M +689,084 +75%
ICM
18
Invenomic Capital Management
Massachusetts
$17.3M +$4.24M +386,097 +32%
Goldman Sachs
19
Goldman Sachs
New York
$17.1M +$4.98M +452,797 +40%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$14.3M +$13.7M +1,250,737 +1,617%
Northern Trust
21
Northern Trust
Illinois
$13.5M -$572K -52,072 -4%
Marshall Wace
22
Marshall Wace
United Kingdom
$11.8M +$12.1M +1,099,301 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$10.6M +$109K +9,924 +1%
GI
24
GAMCO Investors
Connecticut
$9.47M -$133K -12,100 -1%
Millennium Management
25
Millennium Management
New York
$9.1M +$8.43M +766,815 +945%

SBH Hedge Fund Activity: Q2 2024 in Review

240 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q2 2024, worth a combined $1.23B — down 15% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SBH positions and 25 closed out — a net gain of 14 holders — while 83 added to existing stakes and 81 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.7M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $46.4M sold.

  • 240 institutional investors held Sally Beauty Holdings (SBH) as of Q2 2024, up from 229 in Q1 2024.
  • Funds reported $1.23B of Sally Beauty Holdings stock for Q2 2024, down 15% quarter-over-quarter.
  • 39 funds opened new Sally Beauty Holdings positions in Q2 2024 and 25 closed out, a net change of +14 holders.
  • The largest Sally Beauty Holdings buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.7M added.
  • The largest Sally Beauty Holdings seller in Q2 2024 was Schroder Investment Management Group, an estimated $46.4M sold.

Based on aggregated 13F filings for Q2 2024.