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Booz Allen Hamilton
BAH

210 hedge funds and large institutions have $3.53B invested in Booz Allen Hamilton in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

29% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 65

22% more call options, than puts

Call options by funds: $90K | Put options by funds: $74K

14% more funds holding

Funds holding: 185 → 210 (+25)

12% more capital invested

Capital invested by funds: $3.14B → $3.53B (+$387M)

2.86% less ownership

Funds ownership: 92.79% → 89.93% (-2.9%)

Holders
210
Holders Change
+25
Holders Change %
+13.51%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
44
Increased
84
Reduced
65
Closed
17
Calls
$90K
Puts
$74K
Net Calls
+$16K
Net Calls Change
-$624K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$54.2M
2
Invesco
Invesco
Georgia
+$36.2M
3
Victory Capital Management
Victory Capital Management
Texas
+$29.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$29M
5
AI
Analytic Investors
California
+$15M

Top Sellers

1
CG
Carlyle Group
District of Columbia
-$274M
2
Barclays
Barclays
United Kingdom
-$21.1M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$13.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$7.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Group One Trading
226
Group One Trading
Illinois
– -$21K -900 Closed
IRS
227
Invictus RG (Singapore)
Singapore
– -$16K -700 Closed
6 7 8 9
10

BAH Hedge Fund Activity: Q4 2014 in Review

210 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2014, worth a combined $3.53B — up 12% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BAH positions and 17 closed out — a net gain of 27 holders — while 84 added to existing stakes and 65 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $54.2M. The largest seller was Carlyle Group, cutting an estimated $274M.

  • 210 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2014, up from 185 in Q3 2014.
  • Funds reported $3.53B of Booz Allen Hamilton stock for Q4 2014, up 12% quarter-over-quarter.
  • 44 funds opened new Booz Allen Hamilton positions in Q4 2014 and 17 closed out, a net change of +27 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2014 was Systematic Financial Management, an estimated $54.2M added.
  • The largest Booz Allen Hamilton seller in Q4 2014 was Carlyle Group, an estimated $274M sold.

Based on aggregated 13F filings for Q4 2014.