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Booz Allen Hamilton

502 hedge funds and large institutions have $10.4B invested in Booz Allen Hamilton in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 161 increasing their positions, 216 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $2.94M

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $9.8B → $10.4B (+$599M)

4% more funds holding

Funds holding: 482502 (+20)

0.28% less ownership

Funds ownership: 91.39%91.11% (-0.28%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

25% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 216

Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
69
Increased
161
Reduced
216
Closed
46
Calls
$12.4M
Puts
$2.94M
Net Calls
+$9.48M
Net Calls Change
-$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
326
Pendal Group
Australia
$501K -$764K -9,327 -61%
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$497K
MYLI
328
Meiji Yasuda Life Insurance
Japan
$494K +$114K +1,397 +31%
WHG
329
Westwood Holdings Group
Texas
$492K -$9.23M -112,691 -95%
M&T Bank
330
M&T Bank
New York
$486K +$88K +1,075 +22%
ED
331
Exane Derivatives
France
$486K +$11.5K +140 +2%
QT
332
Quantbot Technologies
New York
$484K +$326K +3,977 +213%
PVWM
333
Point View Wealth Management
New Jersey
$481K -$4.34K -53 -0.9%
CIC
334
Chase Investment Counsel
Virginia
$470K -$2.68M -32,753 -85%
GT
335
Greenleaf Trust
Michigan
$463K -$4.67K -57 -1%
JIP
336
Jaffetilchin Investment Partners
Florida
$443K -$27K -330 -6%
NAM
337
NorthCoast Asset Management
Connecticut
$443K +$437K +5,335 New
BPM
338
Bowling Portfolio Management
Ohio
$438K -$104K -1,264 -19%
SW
339
SVB Wealth
Massachusetts
$438K -$15.4K -188 -3%
SBH
340
Segall Bryant & Hamill
Illinois
$434K +$428K +5,230 New
BDF
341
Balasa Dinverno & Foltz
$424K +$11.3K +138 +3%
FBB
342
Fulton Breakefield Broenniman
Maryland
$424K +$418K +5,108 New
AW
343
Alpha Windward
Massachusetts
$422K +$2.46K +30 +0.6%
RJT
344
Raymond James Trust
Florida
$421K +$27.1K +331 +7%
EM
345
ELCO Management
New York
$415K
RCA
346
Rowland Carmichael Advisors
Arizona
$412K
NFG
347
Next Financial Group
Texas
$409K +$13.8K +168 +4%
ST
348
Somerset Trust
Pennsylvania
$405K
CG
349
CFO4Life Group
Texas
$403K +$136K +1,658 +52%
WF
350
Welch & Forbes
Massachusetts
$398K -$2.78K -34 -0.7%

BAH Hedge Fund Activity: Q3 2020 in Review

502 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2020, worth a combined $10.4B — up 6.1% from $9.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BAH positions and 46 closed out — a net gain of 23 holders — while 161 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $123M.

  • 502 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2020, up from 482 in Q2 2020.
  • Funds reported $10.4B of Booz Allen Hamilton stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 69 funds opened new Booz Allen Hamilton positions in Q3 2020 and 46 closed out, a net change of +23 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2020 was JP Morgan Chase, an estimated $149M added.
  • The largest Booz Allen Hamilton seller in Q3 2020 was T. Rowe Price Associates, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2020.