Booz Allen Hamilton
199 hedge funds and large institutions have $3.64B invested in Booz Allen Hamilton in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 38 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
7% more capital invested
Capital invested by funds: $3.4B → $3.64B (+$246M)
3.42% more ownership
Funds ownership: 91.38% → 94.8% (+3.4%)
6% less funds holding
Funds holding: 211 → 199 (-12)
13% less call options, than puts
Call options by funds: $1.51M | Put options by funds: $1.75M
15% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 79
24% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$75.7M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$74.8M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$56M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$30.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$76.7M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$46.2M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$38.9M |
| 4 |
GAM
Gotham Asset Management
New York
|
-$20.8M |
| 5 |
Renaissance Technologies
New York
|
-$19.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIA
226
Affinity Investment Advisors
Newport Beach,
California
| – | -$227K | -9,010 | Closed |
|
227
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$220K | -8,700 | Closed |
|
228
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$219K | -8,696 | Closed |
|
|
AG
229
Aperio Group
Sausalito,
California
| – | -$206K | -8,154 | Closed |
|
230
Group One Trading
Chicago,
Illinois
| – | -$159K | -6,300 | Closed |
|
231
SG Americas Securities
New York
| – | -$126K | -5,010 | Closed |
|
|
ECM
232
Element Capital Management
New York
| – | -$80.8K | -3,200 | Closed |
|
|
PG
233
PEAK6 Group
Chicago,
Illinois
| – | -$55.6K | -2,083 | Closed |
|
|
QT
234
Quantbot Technologies
New York
| – | -$16K | -645 | Closed |
|
|
GWM
235
Gupta Wealth Management
San Diego,
California
| – | -$3K | -118 | Closed |
|
|
JIC
236
Joel Isaacson & Co
New York
| – | -$1K | -25 | Closed |
|
BAH Hedge Fund Activity: Q3 2015 in Review
199 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2015, worth a combined $3.64B — up 7.2% from $3.4B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of BAH and 29 opened new positions — a net loss of 9 holders — while 79 trimmed existing stakes and 67 added.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $75.7M. The largest seller was William Blair & Company, cutting an estimated $76.7M.
- 199 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2015, down from 211 in Q2 2015.
- Funds reported $3.64B of Booz Allen Hamilton stock for Q3 2015, up 7.2% quarter-over-quarter.
- 29 funds opened new Booz Allen Hamilton positions in Q3 2015 and 38 closed out, a net change of -9 holders.
- The largest Booz Allen Hamilton buyer in Q3 2015 was Vaughan Nelson Investment Management, an estimated $75.7M added.
- The largest Booz Allen Hamilton seller in Q3 2015 was William Blair & Company, an estimated $76.7M sold.
Based on aggregated 13F filings for Q3 2015.