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Booz Allen Hamilton

502 hedge funds and large institutions have $10.4B invested in Booz Allen Hamilton in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 161 increasing their positions, 216 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $2.94M

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $9.8B → $10.4B (+$599M)

4% more funds holding

Funds holding: 482502 (+20)

0.28% less ownership

Funds ownership: 91.39%91.11% (-0.28%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

25% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 216

Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
69
Increased
161
Reduced
216
Closed
46
Calls
$12.4M
Puts
$2.94M
Net Calls
+$9.48M
Net Calls Change
-$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$180K
SOADOR
402
State of Alaska Department of Revenue
Alaska
$158K +$156K +1,906 New
CFGS
403
Concourse Financial Group Securities
Alabama
$152K +$19.6K +239 +15%
AIM
404
AIA Investment Management
Singapore
$152K +$46.4K +567 +45%
QCMC
405
Quantum Capital Management (California)
California
$148K -$10.4K -127 -7%
FC
406
FORA Capital
Florida
$128K +$37.7K +461 +42%
LS
407
Livforsakringsbolaget Skandia
Sweden
$124K
CMBA
408
C.M. Bidwell & Associates
Hawaii
$117K -$324K -3,958 -74%
TF
409
TimeScale Financial
Massachusetts
$116K +$164 +2 +0.1%
SFS
410
Sowell Financial Services
Arkansas
$115K -$214K -2,618 -65%
IA
411
IFP Advisors
Florida
$107K +$5K +61 +5%
CH
412
Canton Hathaway
Rhode Island
$103K +$102K +1,246 New
NICM
413
Neo Ivy Capital Management
New York
$103K +$102K +1,246 New
Nisa Investment Advisors
414
Nisa Investment Advisors
Missouri
$91K -$36.8K -450 -29%
SIAP
415
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$83K -$81.9K -1,000 -50%
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$81K +$3.93K +48 +5%
PCM
417
Prelude Capital Management
New York
$78K +$77.1K +941 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$77K
WOC
419
West Oak Capital
California
$73K -$16.4K -200 -19%
HIIFS
420
Harel Insurance Investments & Financial Services
Israel
$69K +$2.21K +27 +3%
C
421
Cerebellum
California
$61K -$211K -2,573 -78%
Skandinaviska Enskilda Banken (SEB)
422
Skandinaviska Enskilda Banken (SEB)
Sweden
$58K -$590K -7,200 -91%
CFA
423
Carroll Financial Associates
North Carolina
$55K -$48.3K -590 -47%
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$55K +$5.4K +66 +11%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$52K +$29.1K +355 +131%

BAH Hedge Fund Activity: Q3 2020 in Review

502 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2020, worth a combined $10.4B — up 6.1% from $9.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BAH positions and 46 closed out — a net gain of 23 holders — while 161 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $123M.

  • 502 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2020, up from 482 in Q2 2020.
  • Funds reported $10.4B of Booz Allen Hamilton stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 69 funds opened new Booz Allen Hamilton positions in Q3 2020 and 46 closed out, a net change of +23 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2020 was JP Morgan Chase, an estimated $149M added.
  • The largest Booz Allen Hamilton seller in Q3 2020 was T. Rowe Price Associates, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2020.