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Booz Allen Hamilton

407 hedge funds and large institutions have $8.61B invested in Booz Allen Hamilton in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $5.73M | Put options by funds: $3.23M

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $7.73B → $8.61B (+$883M)

5% more funds holding

Funds holding: 387407 (+20)

7% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 151

2.68% less ownership

Funds ownership: 95.69%93.01% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
407
Holders Change
+20
Holders Change %
+5.17%
% of All Funds
8.84%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
69
Increased
140
Reduced
151
Closed
43
Calls
$5.73M
Puts
$3.23M
Net Calls
+$2.5M
Net Calls Change
+$6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Advisors Ltd
Ohio
$119K
WOC
352
West Oak Capital
California
$103K +$95.9K +1,560 New
RCAG
353
Rehmann Capital Advisory Group
Michigan
$96.1K +$123 +2 +0.1%
C
354
Cerebellum
California
$94K +$87.5K +1,424 New
PHK
355
Point72 Hong Kong
Hong Kong
$89K +$82.4K +1,340 New
Pacer Advisors
356
Pacer Advisors
Pennsylvania
$81K
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$77K
PCG
358
Private Capital Group
Connecticut
$64K -$7.56K -123 -8%
FAM
359
Fred Alger Management
New York
$54K +$615 +10 +1%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$52K +$5.84K +95 +14%
FHA
361
First Horizon Advisors
Tennessee
$50K -$2.03K -33 -4%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$47K +$17.5K +285 +66%
CIAS
363
Capital Investment Advisory Services
North Carolina
$42K +$39K +634 New
MA
364
MUFG Americas
New York
$40K -$19.2K -312 -34%
PRC
365
Pearl River Capital
Michigan
$33K +$30.6K +497 New
FPFS
366
First Personal Financial Services
North Carolina
$30K
AP
367
Advisors Preferred
Maryland
$30K +$553 +9 +2%
SFSIG
368
San Francisco Sentry Investment Group
California
$28K
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$26K +$24.2K +393 New
Point72 Asset Management
370
Point72 Asset Management
Connecticut
$26K +$24.6K +400 New
EWM
371
Executive Wealth Management
Michigan
$25K
LWM
372
Lenox Wealth Management
Ohio
$21K +$1.48K +24 +8%
LF
373
Lee Financial
Texas
$20K
M
374
MOTCO
Texas
$19K +$17.8K +290 New
CIA
375
CSat Investment Advisory
Michigan
$18K +$16.4K +266 New

BAH Hedge Fund Activity: Q2 2019 in Review

407 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2019, worth a combined $8.61B — up 11% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BAH positions and 43 closed out — a net gain of 26 holders — while 140 added to existing stakes and 151 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $198M. The largest seller was William Blair Investment Management, cutting an estimated $146M.

  • 407 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2019, up from 387 in Q1 2019.
  • Funds reported $8.61B of Booz Allen Hamilton stock for Q2 2019, up 11% quarter-over-quarter.
  • 69 funds opened new Booz Allen Hamilton positions in Q2 2019 and 43 closed out, a net change of +26 holders.
  • The largest Booz Allen Hamilton buyer in Q2 2019 was T. Rowe Price Associates, an estimated $198M added.
  • The largest Booz Allen Hamilton seller in Q2 2019 was William Blair Investment Management, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2019.