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Booz Allen Hamilton

269 hedge funds and large institutions have $5.18B invested in Booz Allen Hamilton in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

11% more funds holding

Funds holding: 242269 (+27)

1.22% more ownership

Funds ownership: 91.96%93.18% (+1.2%)

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

1% more capital invested

Capital invested by funds: $5.11B → $5.18B (+$66.3M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less call options, than puts

Call options by funds: $861K | Put options by funds: $1.13M

Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.1%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
54
Increased
91
Reduced
86
Closed
24
Calls
$861K
Puts
$1.13M
Net Calls
-$271K
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Catamount Wealth Management
Connecticut
$5K
Federated Hermes
252
Federated Hermes
Pennsylvania
$5K +$1.32K +35 +41%
AssetMark Inc
253
AssetMark Inc
California
$4K -$1.63K -43 -28%
CHP
254
Cable Hill Partners
Oregon
$4K
SFSIG
255
San Francisco Sentry Investment Group
California
$4K
SWP
256
Stratos Wealth Partners
Ohio
$4K +$3.63K +96 New
SWM
257
SeaCrest Wealth Management
New York
$4K +$3.78K +100 New
First Manhattan
258
First Manhattan
New York
$4K +$4.77K +126 New
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.8K +74 +435%
STA
260
Summit Trail Advisors
New York
$3K +$3.06K +81 New
FMA
261
FNY Managed Accounts
New York
$2K -$33.8K -894 -92%
TWA
262
TCI Wealth Advisors
Arizona
$2K
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$1.64K +$1.63K +43 New
IA
264
IFP Advisors
Florida
$1K -$18K -475 -93%
EFSCE
265
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
PA
266
Parallel Advisors
California
$1K
FGC
267
Financial Gravity Companies
Texas
$1K +$794 +21 New
EARNEST Partners
268
EARNEST Partners
Georgia
$1K +$1.4K +37 New
PCG
269
Private Capital Group
Connecticut
$61 +$60.9K +1,609 New
O
270
OppenheimerFunds
New York
-$18.8M -502,684 Closed
RCAMU
271
Rothschild & Co Asset Management US
Connecticut
-$13.8M -370,267 Closed
JMPWA
272
JP Morgan Private Wealth Advisors
California
-$2.83M -75,807 Closed
SIM
273
Spark Investment Management
New York
-$2.79M -74,700 Closed
NFA
274
Nationwide Fund Advisors
Ohio
-$2.71M -72,400 Closed
SCA
275
Secor Capital Advisors
New York
-$2.29M -61,295 Closed

BAH Hedge Fund Activity: Q4 2017 in Review

269 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2017, worth a combined $5.18B — up 1.3% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BAH positions and 24 closed out — a net gain of 30 holders — while 91 added to existing stakes and 86 trimmed.

The largest buyer was Black Creek Investment Management, adding an estimated $51.7M. The largest seller was Findlay Park Partners, cutting an estimated $62.8M.

  • 269 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2017, up from 242 in Q3 2017.
  • Funds reported $5.18B of Booz Allen Hamilton stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 54 funds opened new Booz Allen Hamilton positions in Q4 2017 and 24 closed out, a net change of +30 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2017 was Black Creek Investment Management, an estimated $51.7M added.
  • The largest Booz Allen Hamilton seller in Q4 2017 was Findlay Park Partners, an estimated $62.8M sold.

Based on aggregated 13F filings for Q4 2017.