Booz Allen Hamilton
234 hedge funds and large institutions have $4.12B invested in Booz Allen Hamilton in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 61 reducing their positions, and 28 closing their positions.
1,742% more call options, than puts
Call options by funds: $663K | Put options by funds: $36K
82% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 61
50% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 28
5% more funds holding
Funds holding: 222 → 234 (+12)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.9% less ownership
Funds ownership: 94.76% → 93.86% (-0.9%)
3% less capital invested
Capital invested by funds: $4.23B → $4.12B (-$111M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$78.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$35M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$30.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$357M |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
-$55.5M |
| 3 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$31.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$23M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$21.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
251
Lourd Capital
Beverly Hills,
California
| – | -$203K | -6,709 | Closed |
|
|
SSP
252
Sapphire Star Partners
Redmond,
Washington
| – | -$206K | -6,700 | Closed |
|
|
BCA
253
Bray Capital Advisors
Naples,
Florida
| – | -$202K | -6,658 | Closed |
|
254
Twin Tree Management
Dallas,
Texas
| – | -$28K | -931 | Closed |
|
|
PG
255
PEAK6 Group
Chicago,
Illinois
| – | -$25.8K | -902 | Closed |
|
|
TRCT
256
Tower Research Capital (TRC)
New York
| – | -$18K | -600 | Closed |
|
|
CCA
257
Checchi Capital Advisers
Beverly Hills,
California
| – | -$18K | -580 | Closed |
|
|
TDC
258
Thompson Davis & Co
Richmond,
Virginia
| – | -$13K | -432 | Closed |
|
|
PHK
259
Point72 Hong Kong
Hong Kong
| – | -$9K | -300 | Closed |
|
|
S
260
SignatureFD
Atlanta,
Georgia
| – | -$3K | -85 | Closed |
|
|
CAM
261
ClariVest Asset Management
San Diego,
California
| – | -$1K | -36 | Closed |
|
|
WA
262
Winfield Associates
Cleveland,
Ohio
| – | -$1K | -20 | Closed |
|
BAH Hedge Fund Activity: Q2 2016 in Review
234 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2016, worth a combined $4.12B — down 2.6% from $4.23B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new BAH positions and 28 closed out — a net gain of 14 holders — while 111 added to existing stakes and 61 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $78.9M. The largest seller was Carlyle Group, cutting an estimated $357M.
- 234 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2016, up from 222 in Q1 2016.
- Funds reported $4.12B of Booz Allen Hamilton stock for Q2 2016, down 2.6% quarter-over-quarter.
- 42 funds opened new Booz Allen Hamilton positions in Q2 2016 and 28 closed out, a net change of +14 holders.
- The largest Booz Allen Hamilton buyer in Q2 2016 was T. Rowe Price Associates, an estimated $78.9M added.
- The largest Booz Allen Hamilton seller in Q2 2016 was Carlyle Group, an estimated $357M sold.
Based on aggregated 13F filings for Q2 2016.