We are live on ! Find out more
BAH icon

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
Baird Financial Group
401
Baird Financial Group
Wisconsin
$328K -$22.1K -233 -6%
RIM
402
Redpoint Investment Management
Australia
$325K -$11.2K -118 -3%
GWANC
403
Guardian Wealth Advisors (North Carolina)
North Carolina
$320K
AC
404
Avestar Capital
New York
$319K -$88.1K -929 -21%
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
$318K -$112K -1,177 -25%
NIM
406
NuWave Investment Management
New Jersey
$303K +$311K +3,279 New
EFSCE
407
Enterprise Financial Services Corp (EFSC)
Missouri
$302K -$4.74K -50 -2%
BOH
408
Bank of Hawaii
Hawaii
$298K +$306K +3,224 New
ZCA
409
Zeke Capital Advisors
Pennsylvania
$297K +$38.7K +408 +15%
DWP
410
Destiny Wealth Partners
Florida
$295K +$303K +3,193 New
IAA
411
Independent Advisor Alliance
North Carolina
$289K -$19.8K -209 -6%
CAAS
412
Capital Asset Advisory Services
Michigan
$288K -$111K -1,174 -27%
Manulife (Manufacturers Life Insurance)
413
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$285K -$105K -1,107 -26%
ECM
414
Element Capital Management
New York
$277K
CM
415
Capula Management
Cayman Islands
$269K +$276K +2,910 New
STA
416
Summit Trail Advisors
New York
$268K -$33.8K -357 -11%
BCV
417
Banque Cantonale Vaudoise
Switzerland
$267K
BAM
418
Belpointe Asset Management
Nevada
$264K -$272K -2,866 -50%
AG
419
AIA Group
Hong Kong
$264K -$167K -1,765 -38%
VWM
420
Valley Wealth Managers
New Jersey
$261K -$1.9K -20 -0.7%
TFA
421
Toth Financial Advisory
Virginia
$261K +$254K +2,680 +1,787%
FB
422
Fulton Bank
Pennsylvania
$260K +$267K +2,817 New
DCM
423
Donaldson Capital Management
Indiana
$259K -$36.1K -381 -12%
HWMA
424
Heritage Wealth Management (Arizona)
Arizona
$253K
GC
425
Gilbert & Cook
Iowa
$249K +$218K +2,298 New

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.