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Booz Allen Hamilton
BAH

481 hedge funds and large institutions have $9.6B invested in Booz Allen Hamilton in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 162 increasing their positions, 191 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $13.8M

1.13% less ownership

Funds ownership: 90.72% → 89.59% (-1.1%)

4% less funds holding

Funds holding: 501 → 481 (-20)

8% less capital invested

Capital invested by funds: $10.5B → $9.6B (-$862M)

15% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 191

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
481
Holders Change
-20
Holders Change %
-3.99%
% of All Funds
8.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
45
Increased
162
Reduced
191
Closed
61
Calls
$24.6M
Puts
$13.8M
Net Calls
+$10.8M
Net Calls Change
-$5.53M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$138M
2
Truist Financial
Truist Financial
North Carolina
+$70M
3
BCIM
Black Creek Investment Management
Ontario, Canada
+$68.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$56.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$46.4M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$190M
2
Franklin Resources
Franklin Resources
California
-$60.8M
3
FCM
Frontier Capital Management
Massachusetts
-$39M
4
TCM
TimesSquare Capital Management
New York
-$37.5M
5
Fidelity International
Fidelity International
Bermuda
-$33.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
251
Credential Qtrade Securities
$940K +$15.4K +184 +2%
PAM
252
Panagora Asset Management
Massachusetts
$931K -$15.4M -184,599 -94%
MIFH
253
Migdal Insurance & Financial Holdings
Israel
$925K – – –
GWM
254
Geneos Wealth Management
Colorado
$916K +$609K +7,282 +180%
USAA
255
United Services Automobile Association
Texas
$894K – – –
PCA
256
Pallas Capital Advisors
Massachusetts
$886K -$96.7K -1,157 -10%
N
257
Natixis
France
$880K -$2.95M -35,240 -76%
BAM
258
Blueshift Asset Management
New Jersey
$866K -$691K -8,268 -43%
WCM Investment Management
259
WCM Investment Management
California
$858K +$63.2K +756 +8%
MSRPS
260
Maryland State Retirement & Pension System
Maryland
$835K – – –
KeyBank National Association
261
KeyBank National Association
Ohio
$823K +$112K +1,344 +15%
GC
262
Globeflex Capital
California
$815K – – –
MYAM
263
Meiji Yasuda Asset Management
Japan
$813K -$16.7K -200 -2%
FWIA
264
Fort Washington Investment Advisors
Ohio
$811K – – –
FM
265
Foster & Motley
Ohio
$795K -$220K -2,635 -21%
PA
266
Parallel Advisors
California
$779K -$123K -1,477 -13%
SP
267
Symmetry Partners
Connecticut
$769K +$41.8K +500 +5%
BC
268
Brookfield Corp
Ontario, Canada
$764K +$805K +9,628 New
PG
269
Pendal Group
Australia
$759K -$486K -5,820 -38%
AIL
270
AGF Investments LLC
Ontario, Canada
$749K +$19.6K +235 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
271
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$746K -$6.11M -73,100 -89%
BF
272
BOK Financial
Oklahoma
$744K +$783K +9,372 New
SC
273
Scotia Capital
Ontario, Canada
$743K -$255K -3,045 -25%
RFC
274
Regions Financial Corp
Alabama
$736K -$28.9K -346 -4%
Canada Pension Plan Investment Board
275
Canada Pension Plan Investment Board
Ontario, Canada
$714K +$752K +9,000 New
9 10
11
12 13

BAH Hedge Fund Activity: Q3 2021 in Review

481 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2021, worth a combined $9.6B — down 8.2% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of BAH and 45 opened new positions — a net loss of 16 holders — while 191 trimmed existing stakes and 162 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $190M.

  • 481 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2021, down from 501 in Q2 2021.
  • Funds reported $9.6B of Booz Allen Hamilton stock for Q3 2021, down 8.2% quarter-over-quarter.
  • 45 funds opened new Booz Allen Hamilton positions in Q3 2021 and 61 closed out, a net change of -16 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2021 was Ceredex Value Advisors, an estimated $138M added.
  • The largest Booz Allen Hamilton seller in Q3 2021 was JP Morgan Chase, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2021.