Booz Allen Hamilton
229 hedge funds and large institutions have $3.91B invested in Booz Allen Hamilton in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 64 reducing their positions, and 28 closing their positions.
323% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $324K
75% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 28
56% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 64
11% more capital invested
Capital invested by funds: $3.53B → $3.91B (+$382M)
9% more funds holding
Funds holding: 210 → 229 (+19)
2.01% more ownership
Funds ownership: 89.93% → 91.94% (+2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$56.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$41.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.7M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
+$37.2M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$335M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$16.6M |
| 3 |
JP Morgan Chase
New York
|
-$16M |
| 4 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
-$15.4M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$14.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -122 | Closed |
|
|
SSB
252
Sandy Spring Bank
Olney,
Maryland
| – | -$3K | -100 | Closed |
|
253
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -84 | Closed |
|
|
CPIG
254
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$2K | -65 | Closed |
|
|
SF
255
Synovus Financial
Columbus,
Georgia
| – | -$1K | -25 | Closed |
|
|
TIM
256
Tortoise Investment Management
White Plains,
New York
| – | -$1K | -25 | Closed |
|
|
HCC
257
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$1K | -23 | Closed |
|
BAH Hedge Fund Activity: Q1 2015 in Review
229 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2015, worth a combined $3.91B — up 11% from $3.53B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new BAH positions and 28 closed out — a net gain of 21 holders — while 100 added to existing stakes and 64 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $56.6M. The largest seller was Carlyle Group, cutting an estimated $335M.
- 229 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2015, up from 210 in Q4 2014.
- Funds reported $3.91B of Booz Allen Hamilton stock for Q1 2015, up 11% quarter-over-quarter.
- 49 funds opened new Booz Allen Hamilton positions in Q1 2015 and 28 closed out, a net change of +21 holders.
- The largest Booz Allen Hamilton buyer in Q1 2015 was BlackRock Institutional Trust, an estimated $56.6M added.
- The largest Booz Allen Hamilton seller in Q1 2015 was Carlyle Group, an estimated $335M sold.
Based on aggregated 13F filings for Q1 2015.