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Booz Allen Hamilton

279 hedge funds and large institutions have $4.99B invested in Booz Allen Hamilton in 2016 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 102 increasing their positions, 83 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 18

261% more call options, than puts

Call options by funds: $3.39M | Put options by funds: $939K

28% more funds holding

Funds holding: 218279 (+61)

23% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 83

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $4.37B → $4.99B (+$619M)

1.22% less ownership

Funds ownership: 93.8%92.58% (-1.2%)

Holders
279
Holders Change
+61
Holders Change %
+27.98%
% of All Funds
6.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.28%
New
83
Increased
102
Reduced
83
Closed
18
Calls
$3.39M
Puts
$939K
Net Calls
+$2.45M
Net Calls Change
+$7.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
26
BAMCO Inc
New York
$56.8M -$33.6M -990,249 -39%
CCI
27
Columbus Circle Investors
$53.5M +$4.36M +128,625 +9%
BFA
28
BlackRock Fund Advisors
California
$47.7M +$5.51M +162,599 +14%
Morgan Stanley
29
Morgan Stanley
New York
$45.8M +$38.7M +1,140,144 +873%
Two Sigma Investments
30
Two Sigma Investments
New York
$44.9M +$40.8M +1,203,685 +2,867%
Ameriprise
31
Ameriprise
Minnesota
$43.3M +$21.5M +633,193 +111%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$42.8M +$955K +28,160 +2%
Norges Bank
33
Norges Bank
Norway
$41.8M +$4.51M +133,150 +13%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$41.7M -$4.44M -130,885 -10%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$39M +$35.1M +1,033,895 +2,181%
TCIM
36
TIAA CREF Investment Management
New York
$38.7M +$6.76M +199,495 +23%
PC
37
Polar Capital
United Kingdom
$37.4M -$26.3M -774,612 -43%
CWAM
38
Columbia Wanger Asset Management
Illinois
$36.8M -$6.39M -188,419 -16%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$35.6M +$6.22M +183,360 +23%
Goldman Sachs
40
Goldman Sachs
New York
$34.7M +$16.8M +494,881 +106%
Citadel Advisors
41
Citadel Advisors
Florida
$33.5M +$30.4M +897,258 +2,739%
Northern Trust
42
Northern Trust
Illinois
$32.3M -$4.28M -126,140 -12%
Bank of America
43
Bank of America
North Carolina
$30.8M -$542K -15,975 -2%
DOA
44
D'Orazio & Associates
Virginia
$30.7M -$3M -88,557 -9%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$27.5M +$592K +17,446 +2%
BG
46
BlackRock Group
United Kingdom
$27.3M +$10.9M +320,678 +73%
Deutsche Bank
47
Deutsche Bank
Germany
$27.2M -$2.07M -60,973 -7%
Boston Partners
48
Boston Partners
Massachusetts
$26.1M +$106K +3,141 +0.4%
Renaissance Technologies
49
Renaissance Technologies
New York
$24.3M -$5.68M -167,500 -20%
O
50
OppenheimerFunds
New York
$21.8M -$9.15M -269,798 -31%

BAH Hedge Fund Activity: Q4 2016 in Review

279 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2016, worth a combined $4.99B — up 14% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new BAH positions and 18 closed out — a net gain of 65 holders — while 102 added to existing stakes and 83 trimmed.

The largest buyer was EverPoint Asset Management, adding an estimated $95.6M. The largest seller was Carlyle Group, exiting entirely with an estimated $505M sold.

  • 279 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2016, up from 218 in Q3 2016.
  • Funds reported $4.99B of Booz Allen Hamilton stock for Q4 2016, up 14% quarter-over-quarter.
  • 83 funds opened new Booz Allen Hamilton positions in Q4 2016 and 18 closed out, a net change of +65 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2016 was EverPoint Asset Management, an estimated $95.6M added.
  • The largest Booz Allen Hamilton seller in Q4 2016 was Carlyle Group, an estimated $505M sold.

Based on aggregated 13F filings for Q4 2016.