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Booz Allen Hamilton

428 hedge funds and large institutions have $9.15B invested in Booz Allen Hamilton in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 135 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $7.64M

40% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $8.61B → $9.15B (+$540M)

5% more funds holding

Funds holding: 407428 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.93% less ownership

Funds ownership: 93.01%92.08% (-0.93%)

22% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 174

Holders
428
Holders Change
+21
Holders Change %
+5.16%
% of All Funds
9.39%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
73
Increased
135
Reduced
174
Closed
52
Calls
$16.9M
Puts
$7.64M
Net Calls
+$9.28M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
251
American Portfolios Advisors
New York
$840K +$284K +4,010 +51%
CIP
252
Convergence Investment Partners
Florida
$823K +$820K +11,583 New
Verition Fund Management
253
Verition Fund Management
Connecticut
$821K +$84.5K +1,194 +12%
ST
254
Somerset Trust
Pennsylvania
$818K -$8K -113 -1%
IAA
255
Independent Advisor Alliance
North Carolina
$800K +$797K +11,262 New
OFG
256
OmniStar Financial Group
North Carolina
$778K +$33.8K +477 +5%
OC
257
Oppenheimer & Co
New York
$762K +$222K +3,130 +41%
Lido Advisors
258
Lido Advisors
California
$755K +$80.2K +1,133 +12%
MCM
259
MAI Capital Management
Ohio
$748K +$746K +10,530 New
PIA
260
Piedmont Investment Advisors
North Carolina
$728K +$6.8K +96 +0.9%
BTS
261
BB&T Securities
Virginia
$723K +$263K +3,719 +57%
MLICM
262
Metropolitan Life Insurance Company (MetLife)
New York
$713K +$21.5K +304 +3%
Aberdeen Group
263
Aberdeen Group
United Kingdom
$712K -$203K -2,864 -22%
GCC
264
Guardian Capital (Canada)
Ontario, Canada
$709K +$707K +9,985 New
EP
265
Elkfork Partners
Oregon
$693K -$2.34M -33,116 -77%
HIS
266
Horizon Investment Services
Indiana
$678K +$676K +9,549 New
DIM
267
DC Investments Management
Virginia
$676K -$84.8K -1,197 -11%
MML Investors Services
268
MML Investors Services
Massachusetts
$660K +$341K +4,811 +108%
LTFS
269
Ladenburg Thalmann Financial Services
Florida
$658K +$183K +2,580 +38%
SCI
270
S&CO Inc
Massachusetts
$654K
ASN
271
Advisory Services Network
Georgia
$647K
SP
272
Symmetry Partners
Connecticut
$632K
TC
273
TownSquare Capital
Utah
$632K +$624K +8,810 New
SMG
274
Spectrum Management Group
Indiana
$629K
BDF
275
Balasa Dinverno & Foltz
$613K -$31.3K -442 -5%

BAH Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2019, worth a combined $9.15B — up 6.3% from $8.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BAH positions and 52 closed out — a net gain of 21 holders — while 135 added to existing stakes and 174 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $77.3M. The largest seller was Black Creek Investment Management, cutting an estimated $71.5M.

  • 428 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2019, up from 407 in Q2 2019.
  • Funds reported $9.15B of Booz Allen Hamilton stock for Q3 2019, up 6.3% quarter-over-quarter.
  • 73 funds opened new Booz Allen Hamilton positions in Q3 2019 and 52 closed out, a net change of +21 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2019 was Congress Asset Management, an estimated $77.3M added.
  • The largest Booz Allen Hamilton seller in Q3 2019 was Black Creek Investment Management, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2019.