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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
CWM
351
Cahaba Wealth Management
Georgia
$287K +$303K +3,625 New
WI
352
Wintrust Investments
Illinois
$282K – – –
FHA
353
Flagship Harbor Advisors
Massachusetts
$280K – – –
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$275K -$4.01K -48 -1%
CANY
355
Caxton Associates (New York)
New York
$273K +$39.3K +470 +16%
SSB
356
Sandy Spring Bank
Maryland
$271K +$585 +7 +0.2%
KAS
357
Kestra Advisory Services
Texas
$269K -$10.4K -124 -4%
VPIM
358
Vanguard Personalized Indexing Management
California
$268K -$112K -1,337 -28%
FCB
359
First Command Bank
Texas
$266K -$33.4K -400 -11%
FCFS
360
First Command Financial Services
Texas
$266K -$33.4K -400 -11%
OR
361
Olympiad Research
Connecticut
$265K -$91.3K -1,092 -25%
SIM
362
Studio Investment Management
Illinois
$254K +$268K +3,202 New
CCM
363
Compton Capital Management
Rhode Island
$252K +$265K +3,170 New
BCM
364
Brookstone Capital Management
Illinois
$242K -$385K -4,601 -60%
BA
365
Bridgewater Associates
Connecticut
$238K -$358K -4,281 -59%
ZIM
366
Zacks Investment Management
Illinois
$238K +$10.6K +127 +4%
HWMA
367
Heritage Wealth Management (Arizona)
Arizona
$233K +$23.2K +278 +10%
WAM
368
World Asset Management
Michigan
$230K -$10.6K -127 -4%
BCV
369
Banque Cantonale Vaudoise
Switzerland
$230K – – –
NFG
370
Next Financial Group
Texas
$230K +$919 +11 +0.4%
Comerica Bank
371
Comerica Bank
Texas
$228K -$296K -3,539 -56%
AC
372
Avestar Capital
New York
$228K +$18.7K +224 +8%
CTC
373
Central Trust Company
Missouri
$224K -$418 -5 -0.2%
AAM
374
Arabesque Asset Management
United Kingdom
$224K +$22K +263 +10%
MWPCG
375
Measured Wealth Private Client Group
New Hampshire
$218K -$189K -2,266 -45%
13 14
15
16 17

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.