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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
CAL
426
Capital Advisors Ltd
Ohio
$50K -$61.5K -751 -56%
CCA
427
Column Capital Advisors
Indiana
$50K -$5.08K -62 -9%
MA
428
MUFG Americas
New York
$41K
Bessemer Group
429
Bessemer Group
New Jersey
$39K +$38.6K +471 New
SIAS
430
Shine Investment Advisory Services
Colorado
$38K -$1.56K -19 -4%
T
431
TOBAM
France
$38K +$37.7K +461 New
FHA
432
First Horizon Advisors
Tennessee
$36K -$19.6K -239 -35%
PFWA
433
Paces Ferry Wealth Advisors
Georgia
$36K +$35.9K +438 New
PCG
434
Private Capital Group
Connecticut
$35K
CIA
435
CSat Investment Advisory
Michigan
$35K +$3.03K +37 +10%
FHC
436
First Horizon Corporation
Tennessee
$33K +$33.2K +406 New
FFC
437
First Financial Corp
Indiana
$32K
LWM
438
Liberty Wealth Management
California
$31K -$2.29K -28 -7%
SFSIG
439
San Francisco Sentry Investment Group
California
$30K -$26.5K -324 -48%
LWANC
440
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
Pacer Advisors
441
Pacer Advisors
Pennsylvania
$26K -$3.85K -47 -13%
S
442
SignatureFD
Georgia
$23K -$5.16K -63 -19%
CA
443
Clearstead Advisors
Ohio
$21K
LF
444
Lee Financial
Texas
$21K
BFEC
445
Benjamin F. Edwards & Company
Missouri
$19K +$7.53K +92 +68%
FFA
446
Founders Financial Alliance
North Carolina
$19K +$18.8K +229 New
NNP
447
Nachman Norwood & Parrott
South Carolina
$18K +$18.1K +221 New
GWM
448
Geneos Wealth Management
Colorado
$17K +$82 +1 +0.5%
PWMG
449
Prestige Wealth Management Group
New Jersey
$17K +$3.6K +44 +27%
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16K

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.