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Booz Allen Hamilton

242 hedge funds and large institutions have $5.11B invested in Booz Allen Hamilton in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

12% more capital invested

Capital invested by funds: $4.58B → $5.11B (+$537M)

2.82% less ownership

Funds ownership: 94.78%91.96% (-2.8%)

9% less funds holding

Funds holding: 267242 (-25)

18% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 99

39% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 57

66% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $6.96M

Holders
242
Holders Change
-25
Holders Change %
-9.36%
% of All Funds
6.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
35
Increased
81
Reduced
99
Closed
57
Calls
$2.38M
Puts
$6.96M
Net Calls
-$4.58M
Net Calls Change
+$6.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$47.1M
Geode Capital Management
27
Geode Capital Management
Massachusetts
$46.3M -$2.32M -67,584 -5%
Allianz Asset Management
28
Allianz Asset Management
Germany
$44.2M -$12.7M -368,393 -24%
Northern Trust
29
Northern Trust
Illinois
$36.8M -$158K -4,612 -0.5%
TCIM
30
TIAA CREF Investment Management
New York
$36.6M +$370K +10,755 +1%
PC
31
Polar Capital
United Kingdom
$35.8M
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$33.9M +$50.4K +1,467 +0.2%
AIM
33
Artemis Investment Management
United Kingdom
$33.1M +$13.4M +389,614 +79%
Fidelity International
34
Fidelity International
Bermuda
$33.1M +$9.34M +271,657 +44%
Bank of America
35
Bank of America
North Carolina
$32.5M +$1.23M +35,791 +4%
DOA
36
D'Orazio & Associates
Virginia
$30.8M +$87.9K +2,557 +0.3%
CWAM
37
Columbia Wanger Asset Management
Illinois
$30M -$14.6M -426,309 -35%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$28.3M -$13.7M -398,615 -34%
Goldman Sachs
39
Goldman Sachs
New York
$27.3M -$27.1M -788,119 -52%
Charles Schwab
40
Charles Schwab
California
$26M -$2.45M -71,189 -9%
Deutsche Bank
41
Deutsche Bank
Germany
$25.9M +$2.29M +66,530 +11%
GKIM
42
GW&K Investment Management
Massachusetts
$24.1M +$94.8K +2,760 +0.4%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$22.4M +$275K +8,000 +1%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$19.5M +$561K +16,325 +3%
Boston Partners
45
Boston Partners
Massachusetts
$19.1M +$420K +12,236 +2%
O
46
OppenheimerFunds
New York
$18.8M -$11.4M -331,518 -40%
SEI Investments
47
SEI Investments
Pennsylvania
$17M -$1.43M -41,726 -8%
JP Morgan Chase
48
JP Morgan Chase
New York
$16.7M +$2.8M +81,568 +22%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$16.2M +$874K +25,440 +6%
AAM
50
Aureus Asset Management
Massachusetts
$16.1M +$332K +9,672 +2%

BAH Hedge Fund Activity: Q3 2017 in Review

242 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2017, worth a combined $5.11B — up 12% from $4.58B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of BAH and 35 opened new positions — a net loss of 22 holders — while 99 trimmed existing stakes and 81 added.

The largest buyer was Black Creek Investment Management, opening a new position worth an estimated $137M. The largest seller was BlackRock, cutting an estimated $60.3M.

  • 242 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2017, down from 267 in Q2 2017.
  • Funds reported $5.11B of Booz Allen Hamilton stock for Q3 2017, up 12% quarter-over-quarter.
  • 35 funds opened new Booz Allen Hamilton positions in Q3 2017 and 57 closed out, a net change of -22 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2017 was Black Creek Investment Management, an estimated $137M added.
  • The largest Booz Allen Hamilton seller in Q3 2017 was BlackRock, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2017.