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Booz Allen Hamilton

158 hedge funds and large institutions have $2.88B invested in Booz Allen Hamilton in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $2.5B → $2.88B (+$378M)

1% more funds holding

Funds holding: 156158 (+2)

0.03% more ownership

Funds ownership: 91.69%91.72% (+0.03%)

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $293K

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
22
Increased
70
Reduced
49
Closed
19
Calls
$2K
Puts
$293K
Net Calls
-$291K
Net Calls Change
-$289K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$12.6M +$876K +43,909 +8%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$11.8M +$505K +25,299 +5%
AI
28
Analytic Investors
California
$9.27M +$707K +35,428 +9%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$9.26M +$678K +33,996 +9%
CCMH
30
Cornerstone Capital Management Holdings
New York
$9.24M +$2.47M +123,589 +42%
State Street
31
State Street
Massachusetts
$9.17M +$951K +47,691 +13%
Two Sigma Investments
32
Two Sigma Investments
New York
$8.44M +$3.49M +174,882 +84%
First Trust Advisors
33
First Trust Advisors
Illinois
$7.83M -$3.33M -166,842 -32%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$6.92M +$4.26M +213,585 +211%
Axa
35
Axa
France
$6.43M +$190K +9,527 +3%
BFA
36
BlackRock Fund Advisors
California
$5.93M +$536K +26,866 +11%
Goldman Sachs
37
Goldman Sachs
New York
$5.21M +$4.18M +209,410 +769%
Blackstone Inc
38
Blackstone Inc
New York
$4.96M
Northern Trust
39
Northern Trust
Illinois
$4.88M +$826K +41,396 +23%
TC
40
TFS Capital
Pennsylvania
$4.88M +$4.02M +201,597 +1,003%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$4.8M -$980K -49,122 -18%
N
42
Nuveen
North Carolina
$4.73M +$881K +44,171 +26%
Deutsche Bank
43
Deutsche Bank
Germany
$4.58M -$2.49M -124,837 -38%
Bank of America
44
Bank of America
North Carolina
$4.25M +$2.89M +144,764 +301%
PPA
45
Parametric Portfolio Associates
Washington
$4.05M -$117K -5,858 -3%
Citadel Advisors
46
Citadel Advisors
Florida
$4.04M +$3.66M +183,719 New
CPS
47
Counsel Portfolio Services
Ontario, Canada
$3.75M
PI
48
Putnam Investments
Massachusetts
$3.44M -$25.5K -1,280 -0.8%
CS
49
Credit Suisse
Switzerland
$3.39M -$14.5M -727,472 -83%
RFC
50
Russell Frank Company
Washington
$3.36M +$481K +24,130 +20%

BAH Hedge Fund Activity: Q1 2014 in Review

158 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2014, worth a combined $2.88B — up 15% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BAH positions and 19 closed out — a net gain of 3 holders — while 70 added to existing stakes and 49 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Carlyle Group, cutting an estimated $141M.

  • 158 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2014, up from 156 in Q4 2013.
  • Funds reported $2.88B of Booz Allen Hamilton stock for Q1 2014, up 15% quarter-over-quarter.
  • 22 funds opened new Booz Allen Hamilton positions in Q1 2014 and 19 closed out, a net change of +3 holders.
  • The largest Booz Allen Hamilton buyer in Q1 2014 was Fidelity Investments, an estimated $102M added.
  • The largest Booz Allen Hamilton seller in Q1 2014 was Carlyle Group, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2014.