We are live on ! Find out more
BAH icon

Booz Allen Hamilton

520 hedge funds and large institutions have $11B invested in Booz Allen Hamilton in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more capital invested

Capital invested by funds: $10.4B → $11B (+$552M)

4% more funds holding

Funds holding: 502520 (+18)

0.05% less ownership

Funds ownership: 91.11%91.07% (-0.05%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

43% less call options, than puts

Call options by funds: $6.55M | Put options by funds: $11.4M

Holders
520
Holders Change
+18
Holders Change %
+3.59%
% of All Funds
9.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
82
Increased
177
Reduced
193
Closed
57
Calls
$6.55M
Puts
$11.4M
Net Calls
-$4.85M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
V Wealth Advisors
Kansas
$1.87M +$1.82M +21,404 New
AG
227
AlphaSimPlex Group
Massachusetts
$1.86M +$428K +5,035 +31%
LPL Financial
228
LPL Financial
California
$1.84M -$161K -1,888 -8%
WBC
229
Westpac Banking Corp
Australia
$1.79M +$468K +5,498 +37%
SLAM
230
Swiss Life Asset Management
$1.77M +$129K +1,521 +8%
SWP
231
Stratos Wealth Partners
Ohio
$1.76M +$29.5K +347 +2%
4WM
232
44 Wealth Management
Oregon
$1.75M +$1.71M +20,084 New
JMPWA
233
JP Morgan Private Wealth Advisors
California
$1.71M +$52.6K +618 +3%
APA
234
American Portfolios Advisors
New York
$1.69M +$505K +5,940 +44%
FL
235
Fort LP
Maryland
$1.67M +$319K +3,750 +24%
Principal Financial Group
236
Principal Financial Group
Iowa
$1.66M -$62.3K -733 -4%
SA
237
SRN Advisors
Pennsylvania
$1.65M +$1.62M +19,001 New
UH
238
Unigestion Holding
Switzerland
$1.65M -$403K -4,734 -20%
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$1.62M -$120K -1,407 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
240
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.61M +$316K +3,720 +25%
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$1.55M -$1.47M -17,320 -49%
PSUF
242
People's United Financial
Connecticut
$1.54M -$41.1K -483 -3%
CCM
243
Copeland Capital Management
Pennsylvania
$1.54M -$284K -3,341 -16%
TI
244
Trexquant Investment
Connecticut
$1.52M -$1.44M -16,963 -49%
N
245
Natixis
France
$1.5M +$1.46M +17,222 New
ERSOT
246
Employees Retirement System of Texas
Texas
$1.47M -$85K -1,000 -6%
Fiera Capital (Canada)
247
Fiera Capital (Canada)
Quebec, Canada
$1.46M +$1.42M +16,700 New
ZIG
248
Zurich Insurance Group
Switzerland
$1.42M +$1.39M +16,300 New
DCP
249
Distillate Capital Partners
Illinois
$1.4M +$1.37M +16,112 New
SMG
250
Spectrum Management Group
Indiana
$1.4M +$142K +1,665 +12%

BAH Hedge Fund Activity: Q4 2020 in Review

520 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2020, worth a combined $11B — up 5.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BAH positions and 57 closed out — a net gain of 25 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $163M. The largest seller was Wells Fargo, cutting an estimated $115M.

  • 520 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2020, up from 502 in Q3 2020.
  • Funds reported $11B of Booz Allen Hamilton stock for Q4 2020, up 5.3% quarter-over-quarter.
  • 82 funds opened new Booz Allen Hamilton positions in Q4 2020 and 57 closed out, a net change of +25 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2020 was T. Rowe Price Associates, an estimated $163M added.
  • The largest Booz Allen Hamilton seller in Q4 2020 was Wells Fargo, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2020.