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Booz Allen Hamilton

152 hedge funds and large institutions have $2.5B invested in Booz Allen Hamilton in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

23% more funds holding

Funds holding: 124152 (+28)

13% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$293M)

1.1% more ownership

Funds ownership: 92.61%93.71% (+1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
35
Increased
60
Reduced
40
Closed
6
Calls
$15.2M
Puts
Net Calls
+$15.2M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$4.68M +$4.74M +242,339 New
Barclays
27
Barclays
United Kingdom
$4.68M +$3.23M +165,009 +203%
QI
28
QS Investors
New York
$4.59M +$501K +25,600 +12%
PAM
29
Panagora Asset Management
Massachusetts
$4.45M -$1.27M -64,744 -22%
BFA
30
BlackRock Fund Advisors
California
$4.36M +$69.5K +3,551 +2%
JIM
31
Jupiter Investment Management
United Kingdom
$4.16M -$104K -5,299 -2%
TCIM
32
TIAA CREF Investment Management
New York
$4.04M +$384K +19,621 +10%
N
33
Nuveen
North Carolina
$3.99M +$1.38M +70,427 +52%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$3.88M +$518K +26,480 +15%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$3.6M -$48.9K -2,500 -1%
PI
36
Putnam Investments
Massachusetts
$3.46M -$1.71M -87,494 -33%
Allianz Asset Management
37
Allianz Asset Management
Germany
$3.38M +$1.89M +96,822 +124%
First Trust Advisors
38
First Trust Advisors
Illinois
$3.34M +$2.25M +114,833 +198%
Renaissance Technologies
39
Renaissance Technologies
New York
$3.26M +$3.3M +168,894 New
PPA
40
Parametric Portfolio Associates
Washington
$3.25M +$378K +19,340 +13%
NFA
41
Nationwide Fund Advisors
Ohio
$3.09M -$4.75M -242,700 -60%
CEP
42
Chicago Equity Partners
Illinois
$3.02M +$2.46M +125,680 +406%
Goldman Sachs
43
Goldman Sachs
New York
$2.98M +$656K +33,539 +28%
Northern Trust
44
Northern Trust
Illinois
$2.98M +$357K +18,256 +13%
OAC
45
OMERS Administration Corp
Ontario, Canada
$2.83M +$546K +27,900 +24%
BA
46
Boston Advisors
Massachusetts
$2.79M -$16.3K -832 -0.6%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$2.64M -$86.4K -4,418 -3%
SCM
48
Stux Capital Management
New York
$2.38M +$454K +23,200 +23%
TA
49
Teachers Advisors
New York
$2.22M -$109K -5,568 -5%
RFC
50
Russell Frank Company
Washington
$2.1M +$1.13M +57,760 +113%

BAH Hedge Fund Activity: Q3 2013 in Review

152 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2013, worth a combined $2.5B — up 13% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BAH positions and 6 closed out — a net gain of 29 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $10.2M. The largest seller was Wellington Management Group, cutting an estimated $20.3M.

  • 152 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2013, up from 124 in Q2 2013.
  • Funds reported $2.5B of Booz Allen Hamilton stock for Q3 2013, up 13% quarter-over-quarter.
  • 35 funds opened new Booz Allen Hamilton positions in Q3 2013 and 6 closed out, a net change of +29 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2013 was Acadian Asset Management, an estimated $10.2M added.
  • The largest Booz Allen Hamilton seller in Q3 2013 was Wellington Management Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2013.