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Booz Allen Hamilton

269 hedge funds and large institutions have $5.18B invested in Booz Allen Hamilton in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

11% more funds holding

Funds holding: 242269 (+27)

1.22% more ownership

Funds ownership: 91.96%93.18% (+1.2%)

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

1% more capital invested

Capital invested by funds: $5.11B → $5.18B (+$66.3M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less call options, than puts

Call options by funds: $861K | Put options by funds: $1.13M

Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.1%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
54
Increased
91
Reduced
86
Closed
24
Calls
$861K
Puts
$1.13M
Net Calls
-$271K
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$44.2M -$3.05M -80,592 -7%
Prudential Financial
27
Prudential Financial
New Jersey
$43.9M +$30M +794,190 +222%
Allianz Asset Management
28
Allianz Asset Management
Germany
$40.8M -$4.2M -111,112 -9%
PC
29
Polar Capital
United Kingdom
$40.3M +$3.79M +100,072 +10%
TCIM
30
TIAA CREF Investment Management
New York
$39.2M +$1.89M +50,028 +5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$38.9M -$22.3M -589,965 -37%
DOA
32
D'Orazio & Associates
Virginia
$37.3M +$5.83M +154,091 +19%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$37.2M +$2.59M +68,523 +8%
Northern Trust
34
Northern Trust
Illinois
$36.9M -$620K -16,377 -2%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$36.8M +$13.9M +367,413 +61%
CWAM
36
Columbia Wanger Asset Management
Illinois
$35.5M +$4.84M +127,943 +16%
Fidelity International
37
Fidelity International
Bermuda
$33.6M -$156K -4,117 -0.5%
PI
38
Putnam Investments
Massachusetts
$29.7M +$23M +607,289 +355%
Charles Schwab
39
Charles Schwab
California
$28.5M +$1.95M +51,416 +7%
PPA
40
Parametric Portfolio Associates
Washington
$28.4M +$13.5M +356,427 +92%
Bank of America
41
Bank of America
North Carolina
$28M -$5.17M -136,704 -16%
AIM
42
Artemis Investment Management
United Kingdom
$28M -$5.77M -152,464 -17%
Goldman Sachs
43
Goldman Sachs
New York
$27.5M -$338K -8,934 -1%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$26M +$6.09M +161,026 +31%
GKIM
45
GW&K Investment Management
Massachusetts
$24.7M +$122K +3,218 +0.5%
First Trust Advisors
46
First Trust Advisors
Illinois
$24.1M +$23.2M +612,328 +3,184%
JP Morgan Chase
47
JP Morgan Chase
New York
$23.9M +$6.68M +176,500 +39%
Boston Partners
48
Boston Partners
Massachusetts
$20.9M +$1.42M +37,496 +7%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$17.9M -$11M -289,883 -38%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$17.3M +$843K +22,288 +5%

BAH Hedge Fund Activity: Q4 2017 in Review

269 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2017, worth a combined $5.18B — up 1.3% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BAH positions and 24 closed out — a net gain of 30 holders — while 91 added to existing stakes and 86 trimmed.

The largest buyer was Black Creek Investment Management, adding an estimated $51.7M. The largest seller was Findlay Park Partners, cutting an estimated $62.8M.

  • 269 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2017, up from 242 in Q3 2017.
  • Funds reported $5.18B of Booz Allen Hamilton stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 54 funds opened new Booz Allen Hamilton positions in Q4 2017 and 24 closed out, a net change of +30 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2017 was Black Creek Investment Management, an estimated $51.7M added.
  • The largest Booz Allen Hamilton seller in Q4 2017 was Findlay Park Partners, an estimated $62.8M sold.

Based on aggregated 13F filings for Q4 2017.