We are live on ! Find out more
BAH icon

Booz Allen Hamilton

210 hedge funds and large institutions have $3.53B invested in Booz Allen Hamilton in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

29% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 65

22% more call options, than puts

Call options by funds: $90K | Put options by funds: $74K

14% more funds holding

Funds holding: 185210 (+25)

12% more capital invested

Capital invested by funds: $3.14B → $3.53B (+$387M)

2.86% less ownership

Funds ownership: 92.79%89.93% (-2.9%)

Holders
210
Holders Change
+25
Holders Change %
+13.51%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
44
Increased
84
Reduced
65
Closed
17
Calls
$90K
Puts
$74K
Net Calls
+$16K
Net Calls Change
-$624K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$19.3M
Geode Capital Management
27
Geode Capital Management
Massachusetts
$18M +$3.37M +129,883 +24%
BFA
28
BlackRock Fund Advisors
California
$16.6M +$1.51M +58,240 +10%
BA
29
Boston Advisors
Massachusetts
$16.3M -$326K -12,545 -2%
Boston Partners
30
Boston Partners
Massachusetts
$15.8M -$628K -24,166 -4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$14.8M -$5.77M -222,300 -28%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$14.4M -$2.45M -94,260 -15%
RFC
33
Russell Frank Company
Washington
$14.1M +$613K +23,614 +5%
MAA
34
Managed Account Advisors
New Jersey
$14.1M -$2.91M -111,882 -17%
O
35
OppenheimerFunds
New York
$13.9M -$2.74M -105,455 -17%
EAM
36
Eagle Asset Management
Florida
$13.9M +$13.6M +522,559 New
HA
37
Hays Advisory
Tennessee
$13.8M -$1.21M -46,484 -8%
AQR Capital Management
38
AQR Capital Management
Connecticut
$12.5M +$8.35M +321,393 +216%
CCMH
39
Cornerstone Capital Management Holdings
New York
$11.8M +$688K +26,488 +6%
Northern Trust
40
Northern Trust
Illinois
$11.7M +$3.31M +127,265 +41%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$10.8M +$511K +19,665 +5%
CCM
42
Cadian Capital Management
New York
$10.3M +$10.1M +389,229 New
SGAM
43
Smith Group Asset Management
Texas
$8.73M +$8.55M +329,250 New
N
44
Nuveen
North Carolina
$8.55M +$739K +28,467 +10%
First Trust Advisors
45
First Trust Advisors
Illinois
$8.26M +$6.09M +234,357 +305%
Ameriprise
46
Ameriprise
Minnesota
$8.11M +$7.93M +305,198 +49,465%
Millennium Management
47
Millennium Management
New York
$7.87M +$3.92M +150,877 +104%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.67M +$7.5M +288,925 New
TCIM
49
TIAA CREF Investment Management
New York
$7.47M +$604K +23,268 +9%
MCM
50
McKinley Capital Management
Alaska
$7.27M +$4.09M +157,598 +135%

BAH Hedge Fund Activity: Q4 2014 in Review

210 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2014, worth a combined $3.53B — up 12% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BAH positions and 17 closed out — a net gain of 27 holders — while 84 added to existing stakes and 65 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $54.2M. The largest seller was Carlyle Group, cutting an estimated $274M.

  • 210 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2014, up from 185 in Q3 2014.
  • Funds reported $3.53B of Booz Allen Hamilton stock for Q4 2014, up 12% quarter-over-quarter.
  • 44 funds opened new Booz Allen Hamilton positions in Q4 2014 and 17 closed out, a net change of +27 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2014 was Systematic Financial Management, an estimated $54.2M added.
  • The largest Booz Allen Hamilton seller in Q4 2014 was Carlyle Group, an estimated $274M sold.

Based on aggregated 13F filings for Q4 2014.