We are live on ! Find out more
BAH icon

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
OQS
301
Occudo Quantitative Strategies
Florida
$530K +$292K +3,492 +110%
TAM
302
Tocqueville Asset Management
New York
$516K -$7.1K -85 -1%
HCM
303
Hollencrest Capital Management
California
$508K +$304K +3,638 +132%
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$503K – – –
AWM
305
AE Wealth Management
Kansas
$489K +$515K +6,161 New
SCI
306
S&CO Inc
Massachusetts
$482K – – –
CP
307
Camelot Portfolios
Ohio
$477K -$383K -4,584 -43%
RCA
308
Resonant Capital Advisors
Wisconsin
$472K +$92.5K +1,107 +23%
FRM
309
Fox Run Management
Connecticut
$472K +$497K +5,947 New
VAS
310
Vestmark Advisory Solutions
Massachusetts
$471K +$21.3K +255 +4%
Members Trust
311
Members Trust
Florida
$469K – – –
IA
312
Insight Advisors
Pennsylvania
$468K -$19.7K -236 -4%
GAM
313
Gotham Asset Management
New York
$467K -$216K -2,582 -31%
PAS
314
Park Avenue Securities
New York
$450K +$8.86K +106 +2%
ATC
315
Argent Trust Co
Tennessee
$449K – – –
GT
316
Greenleaf Trust
Michigan
$436K -$7.86K -94 -2%
BEI
317
Benjamin Edwards Inc
Missouri
$435K +$9.28K +111 +2%
MFS
318
Mirabella Financial Services
United Kingdom
$420K +$442K +5,293 New
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$415K -$6.44K -77 -1%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$402K +$423K +5,062 New
JCIA
321
Jackson Creek Investment Advisors
Colorado
$397K -$10.4K -124 -2%
EM
322
ELCO Management
New York
$397K – – –
PGCM
323
Prescott Group Capital Management
Oklahoma
$397K – – –
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K -$57.5K -688 -12%
KPCM
325
Kings Point Capital Management
New York
$389K – – –
11 12
13
14 15

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.