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Booz Allen Hamilton

568 hedge funds and large institutions have $11.3B invested in Booz Allen Hamilton in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 187 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 48

63% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $10.1M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 187

5% more funds holding

Funds holding: 539568 (+29)

1.67% more ownership

Funds ownership: 90.83%92.51% (+1.7%)

4% more capital invested

Capital invested by funds: $10.9B → $11.3B (+$428M)

Holders
568
Holders Change
+29
Holders Change %
+5.38%
% of All Funds
9.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
83
Increased
223
Reduced
187
Closed
48
Calls
$16.4M
Puts
$10.1M
Net Calls
+$6.34M
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
351
S&CO Inc
Massachusetts
$531K
JF
352
JSF Financial
California
$526K +$540K +5,701 New
BMSSC
353
B. Metzler seel. Sohn & Co
Germany
$525K +$539K +5,689 New
Vontobel Holding
354
Vontobel Holding
Switzerland
$513K -$427K -4,500 -45%
Cerity Partners
355
Cerity Partners
New York
$505K +$91.6K +966 +21%
ANTB
356
AMG National Trust Bank
Colorado
$497K +$3.22K +34 +0.6%
FM
357
Foster & Motley
Ohio
$496K
IA
358
Insight Advisors
Pennsylvania
$496K
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$494K
FL
360
Fort LP
Maryland
$493K -$237K -2,499 -32%
WF
361
Welch & Forbes
Massachusetts
$493K
Cetera Investment Advisers
362
Cetera Investment Advisers
Illinois
$490K -$25.7K -271 -5%
RJT
363
Raymond James Trust
Florida
$489K +$43.3K +457 +9%
GT
364
Greenleaf Trust
Michigan
$479K -$1.9K -20 -0.4%
EM
365
ELCO Management
New York
$462K
BTWM
366
Baker Tilly Wealth Management
Wisconsin
$460K -$27K -285 -5%
CI
367
CX Institutional
Indiana
$459K +$187K +1,975 +66%
CTC
368
Central Trust Company
Missouri
$457K +$10.9K +115 +2%
Fiera Capital (Canada)
369
Fiera Capital (Canada)
Quebec, Canada
$453K +$464K +4,900 New
GCP
370
GSA Capital Partners
United Kingdom
$447K +$185K +1,948 +67%
AG
371
Ascent Group
Virginia
$445K +$109K +1,150 +39%
TPWM
372
Twelve Points Wealth Management
Massachusetts
$443K +$44.2K +466 +11%
BDF
373
Balasa Dinverno & Foltz
$440K +$60.3K +636 +15%
SAM
374
Sequent Asset Management
Texas
$429K
PFS
375
Prospera Financial Services
Texas
$428K +$207K +2,181 +89%

BAH Hedge Fund Activity: Q3 2022 in Review

568 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2022, worth a combined $11.3B — up 3.9% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new BAH positions and 48 closed out — a net gain of 35 holders — while 223 added to existing stakes and 187 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $142M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 568 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2022, up from 539 in Q2 2022.
  • Funds reported $11.3B of Booz Allen Hamilton stock for Q3 2022, up 3.9% quarter-over-quarter.
  • 83 funds opened new Booz Allen Hamilton positions in Q3 2022 and 48 closed out, a net change of +35 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2022 was VOYA Investment Management, an estimated $142M added.
  • The largest Booz Allen Hamilton seller in Q3 2022 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2022.