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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
AWM
376
Avior Wealth Management
Nebraska
$422K +$65.5K +691 +18%
RC
377
RegentAtlantic Capital
New Jersey
$419K -$7.68K -81 -2%
FRM
378
Fox Run Management
Connecticut
$417K +$428K +4,517 New
MCM
379
MAI Capital Management
Ohio
$416K -$345K -3,639 -45%
IB
380
Intrust Bank
Kansas
$415K +$30.3K +320 +8%
CQS
381
Credential Qtrade Securities
$410K +$3.98K +42 +1%
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$388K +$14.9K +157 +4%
ST
383
Somerset Trust
Pennsylvania
$386K
HH
384
Hilltop Holdings
Texas
$382K -$2.94K -31 -0.7%
SFI
385
Susquehanna Fundamental Investments
Pennsylvania
$380K +$390K +4,112 New
KAS
386
Kestra Advisory Services
Texas
$379K -$10.6K -112 -3%
SIM
387
Studio Investment Management
Illinois
$374K -$15.1K -159 -4%
SLAM
388
Swiss Life Asset Management
$372K -$7.49K -79 -2%
MMA
389
Miracle Mile Advisors
California
$372K -$33.2K -350 -8%
HCM
390
Hollencrest Capital Management
California
$372K
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$362K +$44.6K +471 +14%
EIP
392
Epoch Investment Partners
New York
$359K
PP
393
Prudential plc
United Kingdom
$357K +$33.4K +352 +10%
DIM
394
Delta Investment Management
California
$352K +$361K +3,810 New
BEI
395
Benjamin Edwards Inc
Missouri
$350K -$93.6K -987 -21%
Federated Hermes
396
Federated Hermes
Pennsylvania
$340K +$349K +3,685 New
YWP
397
YorkBridge Wealth Partners
New York
$338K -$28.6K -302 -8%
BPM
398
Bowling Portfolio Management
Ohio
$336K -$1.8K -19 -0.5%
5L
399
55I LLC
Massachusetts
$332K +$341K +3,596 New
RC
400
Randolph Company
Ohio
$331K

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.