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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
BTWM
326
Baker Tilly Wealth Management
Wisconsin
$389K +$102K +1,216 +33%
RJT
327
Raymond James Trust
Florida
$386K +$13K +155 +3%
WF
328
Welch & Forbes
Massachusetts
$381K – – –
IB
329
Intrust Bank
Kansas
$378K -$4.93K -59 -1%
EWM
330
Empirical Wealth Management
Washington
$376K +$396K +4,734 New
ST
331
Somerset Trust
Pennsylvania
$375K -$7.27K -87 -2%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$370K -$21.5K -257 -5%
BDF
333
Balasa Dinverno & Foltz
$361K -$836 -10 -0.2%
SW
334
SVB Wealth
Massachusetts
$359K -$59.8K -715 -14%
OAM
335
Optimal Asset Management
California
$359K +$836 +10 +0.2%
EIP
336
Epoch Investment Partners
New York
$357K – – –
PVH
337
Psagot Value Holdings
Israel
$349K -$257K -3,078 -41%
YWP
338
YorkBridge Wealth Partners
New York
$345K +$64.3K +769 +21%
CAN
339
Cetera Advisor Networks
California
$337K +$354K +4,241 New
Marshall Wace
340
Marshall Wace
United Kingdom
$335K +$22.5K +269 +7%
SWP
341
Strategic Wealth Partners
Ohio
$333K +$351K +4,195 New
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$318K +$38.5K +461 +13%
Two Sigma Investments
343
Two Sigma Investments
New York
$317K -$3.05M -36,496 -90%
Baird Financial Group
344
Baird Financial Group
Wisconsin
$317K – – –
MML Investors Services
345
MML Investors Services
Massachusetts
$309K -$14.8K -177 -4%
IRF
346
IBM Retirement Fund
New York
$300K – – –
RIM
347
Redpoint Investment Management
Australia
$300K – – –
BPM
348
Bowling Portfolio Management
Ohio
$294K -$14.5K -173 -4%
Creative Planning
349
Creative Planning
Kansas
$292K +$41.8K +500 +16%
PI
350
PEAK6 Investments
Illinois
$289K +$305K +3,647 New
12 13
14
15 16

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.