Booz Allen Hamilton
267 hedge funds and large institutions have $4.58B invested in Booz Allen Hamilton in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 46 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 98
0.27% less ownership
Funds ownership: 95.06% → 94.78% (-0.27%)
2% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 46
1% less funds holding
Funds holding: 270 → 267 (-3)
9% less capital invested
Capital invested by funds: $5.04B → $4.58B (-$469M)
70% less call options, than puts
Call options by funds: $4.59M | Put options by funds: $15.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$59.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$58.8M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
+$57.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$47M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$45.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$81.3M |
| 2 |
BAMCO Inc
New York
|
-$44.5M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$42.6M |
| 4 |
CCI
Columbus Circle Investors
|
-$35.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
301
MAI Capital Management
Independence,
Ohio
| – | -$204K | -5,775 | Closed |
|
|
CONA
302
Capital One National Association
New York
| – | -$201K | -5,674 | Closed |
|
|
RPG
303
Risk Paradigm Group
Austin,
Texas
| – | -$38.2K | -1,080 | Closed |
|
|
CAG
304
Crestwood Advisors Group
Boston,
Massachusetts
| – | -$35K | -990 | Closed |
|
|
PHK
305
Point72 Hong Kong
Hong Kong
| – | -$21K | -595 | Closed |
|
|
TRCT
306
Tower Research Capital (TRC)
New York
| – | -$15K | -437 | Closed |
|
|
EWM
307
Evercore Wealth Management
New York
| – | -$13K | -375 | Closed |
|
|
IUHSA
308
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$12K | -340 | Closed |
|
|
BIG
309
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$11K | -315 | Closed |
|
|
ACS
310
Archford Capital Strategies
Swansea,
Illinois
| – | -$4K | -106 | Closed |
|
|
PCP
311
Proficio Capital Partners
Newton,
Massachusetts
| – | -$2.12K | -59 | Closed |
|
312
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -47 | Closed |
|
|
CAM
313
ClariVest Asset Management
San Diego,
California
| – | -$1K | -28 | Closed |
|
BAH Hedge Fund Activity: Q2 2017 in Review
267 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2017, worth a combined $4.58B — down 9.3% from $5.04B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of BAH and 45 opened new positions — a net loss of 1 holder — while 98 trimmed existing stakes and 99 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $59.3M. The largest seller was Victory Capital Management, cutting an estimated $81.3M.
- 267 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2017, down from 270 in Q1 2017.
- Funds reported $4.58B of Booz Allen Hamilton stock for Q2 2017, down 9.3% quarter-over-quarter.
- 45 funds opened new Booz Allen Hamilton positions in Q2 2017 and 46 closed out, a net change of -1 holder.
- The largest Booz Allen Hamilton buyer in Q2 2017 was T. Rowe Price Associates, an estimated $59.3M added.
- The largest Booz Allen Hamilton seller in Q2 2017 was Victory Capital Management, an estimated $81.3M sold.
Based on aggregated 13F filings for Q2 2017.