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Booz Allen Hamilton

428 hedge funds and large institutions have $9.15B invested in Booz Allen Hamilton in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 135 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $7.64M

40% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $8.61B → $9.15B (+$540M)

5% more funds holding

Funds holding: 407428 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.93% less ownership

Funds ownership: 93.01%92.08% (-0.93%)

22% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 174

Holders
428
Holders Change
+21
Holders Change %
+5.16%
% of All Funds
9.39%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
73
Increased
135
Reduced
174
Closed
52
Calls
$16.9M
Puts
$7.64M
Net Calls
+$9.28M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$86.1M +$7.11M +100,398 +9%
CAM
27
Congress Asset Management
Massachusetts
$77.5M +$77.3M +1,091,418 New
AII
28
AGF Investments Inc
Ontario, Canada
$75.7M +$14.6M +206,317 +24%
AL
29
AJO LP
Pennsylvania
$74.7M +$22.3M +314,450 +43%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$70.6M -$2.54M -35,820 -3%
VNIM
31
Vaughan Nelson Investment Management
Texas
$69.8M -$52.4M -740,432 -43%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$67.9M +$946K +13,361 +1%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$67M -$28.8M -406,107 -30%
PC
34
Polar Capital
United Kingdom
$63.9M -$17.2M -242,651 -21%
Charles Schwab
35
Charles Schwab
California
$63.5M +$16M +225,739 +34%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$61.7M +$23.3M +329,600 +61%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$61.3M +$61.1M +863,217 New
FCM
38
Frontier Capital Management
Massachusetts
$56.6M +$56.4M +797,214 New
GKIM
39
GW&K Investment Management
Massachusetts
$56.1M +$6.58M +92,919 +13%
UBS Group
40
UBS Group
Switzerland
$54.3M -$8.09M -114,193 -13%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$53.6M -$24.1M -339,961 -31%
DOA
42
D'Orazio & Associates
Virginia
$48.8M -$2.13M -30,088 -4%
Allianz Asset Management
43
Allianz Asset Management
Germany
$47.3M +$10.6M +150,186 +29%
ACA
44
Anchor Capital Advisors
Massachusetts
$46.5M -$9.47M -133,743 -17%
Renaissance Technologies
45
Renaissance Technologies
New York
$42.6M +$42.5M +599,994 New
First Trust Advisors
46
First Trust Advisors
Illinois
$42.3M -$1.23M -17,440 -3%
PPA
47
Parametric Portfolio Associates
Washington
$42.2M -$5.47M -77,232 -11%
WRF
48
Waddell & Reed Financial
Kansas
$40.8M -$8.45M -119,378 -17%
BAM
49
Burgundy Asset Management
Ontario, Canada
$40.6M -$36.2M -510,946 -47%
Morgan Stanley
50
Morgan Stanley
New York
$40M +$780K +11,010 +2%

BAH Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2019, worth a combined $9.15B — up 6.3% from $8.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BAH positions and 52 closed out — a net gain of 21 holders — while 135 added to existing stakes and 174 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $77.3M. The largest seller was Black Creek Investment Management, cutting an estimated $71.5M.

  • 428 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2019, up from 407 in Q2 2019.
  • Funds reported $9.15B of Booz Allen Hamilton stock for Q3 2019, up 6.3% quarter-over-quarter.
  • 73 funds opened new Booz Allen Hamilton positions in Q3 2019 and 52 closed out, a net change of +21 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2019 was Congress Asset Management, an estimated $77.3M added.
  • The largest Booz Allen Hamilton seller in Q3 2019 was Black Creek Investment Management, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2019.