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Booz Allen Hamilton
BAH

242 hedge funds and large institutions have $5.11B invested in Booz Allen Hamilton in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

12% more capital invested

Capital invested by funds: $4.58B → $5.11B (+$537M)

2.82% less ownership

Funds ownership: 94.78% → 91.96% (-2.8%)

9% less funds holding

Funds holding: 267 → 242 (-25)

18% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 99

39% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 57

66% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $6.96M

Holders
242
Holders Change
-25
Holders Change %
-9.36%
% of All Funds
6.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
35
Increased
81
Reduced
99
Closed
57
Calls
$2.38M
Puts
$6.96M
Net Calls
-$4.58M
Net Calls Change
+$6.34M

Top Buyers

Rank Fund Capital Flow
1
BCIM
Black Creek Investment Management
Ontario, Canada
+$137M
2
Citadel Advisors
Citadel Advisors
Florida
+$54M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$49.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.4M
5
AIM
Artemis Investment Management
United Kingdom
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$60.3M
2
Goldman Sachs
Goldman Sachs
New York
-$27.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$26M
4
BAM
Burgundy Asset Management
Ontario, Canada
-$24.6M
5
EAM
Eagle Asset Management
Florida
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
251
Axiom Investors
Connecticut
– -$4.94M -151,912 Closed
Westfield Capital Management
252
Westfield Capital Management
Massachusetts
– -$4.61M -141,670 Closed
QIM
253
Quantitative Investment Management
Virginia
– -$3.93M -120,900 Closed
Squarepoint
254
Squarepoint
New York
– -$3.8M -116,648 Closed
GAM
255
Gotham Asset Management
New York
– -$2.8M -86,033 Closed
AIM
256
Alambic Investment Management
California
– -$2.56M -78,650 Closed
SSA
257
Schonfeld Strategic Advisors
New York
– -$2.11M -64,787 Closed
HHC
258
Hutchin Hill Capital
New York
– -$2.08M -63,900 Closed
Capstone Investment Advisors
259
Capstone Investment Advisors
New York
– -$2.06M -63,400 Closed
CG
260
Clinton Group
New York
– -$1.74M -53,377 Closed
Capital Fund Management (CFM)
261
Capital Fund Management (CFM)
France
– -$1.72M -52,828 Closed
Victory Capital Management
262
Victory Capital Management
Texas
– -$1.52M -46,754 Closed
CFA
263
Camarda Financial Advisors
Florida
– -$1.44M -44,190 Closed
OAC
264
OMERS Administration Corp
Ontario, Canada
– -$1.34M -41,200 Closed
PTC
265
Philadelphia Trust Company
Pennsylvania
– -$996K -30,610 Closed
DA
266
Denali Advisors
California
– -$843K -25,900 Closed
ARTA
267
A.R.T. Advisors
New York
– -$748K -23,000 Closed
Verition Fund Management
268
Verition Fund Management
Connecticut
– -$697K -21,434 Closed
BCM
269
Bayesian Capital Management
New York
– -$652K -20,047 Closed
SCM
270
Stevens Capital Management
Pennsylvania
– -$566K -17,383 Closed
ZCM
271
Zebra Capital Management
Connecticut
– -$477K -14,671 Closed
CANY
272
Caxton Associates (New York)
New York
– -$413K -12,700 Closed
Nomura Holdings
273
Nomura Holdings
Japan
– -$398K -12,247 Closed
EWM
274
Evermay Wealth Management
Virginia
– -$371K -11,390 Closed
LCM
275
Laurion Capital Management
New York
– -$340K -10,453 Closed
8 9 10
11
12

BAH Hedge Fund Activity: Q3 2017 in Review

242 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2017, worth a combined $5.11B — up 12% from $4.58B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of BAH and 35 opened new positions — a net loss of 22 holders — while 99 trimmed existing stakes and 81 added.

The largest buyer was Black Creek Investment Management, opening a new position worth an estimated $137M. The largest seller was BlackRock, cutting an estimated $60.3M.

  • 242 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2017, down from 267 in Q2 2017.
  • Funds reported $5.11B of Booz Allen Hamilton stock for Q3 2017, up 12% quarter-over-quarter.
  • 35 funds opened new Booz Allen Hamilton positions in Q3 2017 and 57 closed out, a net change of -22 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2017 was Black Creek Investment Management, an estimated $137M added.
  • The largest Booz Allen Hamilton seller in Q3 2017 was BlackRock, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2017.