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Booz Allen Hamilton

502 hedge funds and large institutions have $10.4B invested in Booz Allen Hamilton in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 161 increasing their positions, 216 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $2.94M

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $9.8B → $10.4B (+$599M)

4% more funds holding

Funds holding: 482502 (+20)

0.28% less ownership

Funds ownership: 91.39%91.11% (-0.28%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

25% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 216

Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
69
Increased
161
Reduced
216
Closed
46
Calls
$12.4M
Puts
$2.94M
Net Calls
+$9.48M
Net Calls Change
-$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$85.2M -$5.77M -70,507 -6%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$82.4M -$17.9M -218,176 -18%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$82.4M -$8.85M -108,078 -10%
AIM
29
Artemis Investment Management
United Kingdom
$81.8M -$30.6M -374,046 -27%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$81.4M +$3.29M +40,180 +4%
Lazard Asset Management
31
Lazard Asset Management
New York
$78.2M -$452K -5,524 -0.6%
AAMU
32
Amundi Asset Management US
Massachusetts
$78M +$32.4M +395,325 +73%
Legal & General Group
33
Legal & General Group
United Kingdom
$73.2M -$1.32M -16,165 -2%
Charles Schwab
34
Charles Schwab
California
$71.7M +$3.87M +47,283 +6%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$70.6M -$3.87M -47,234 -5%
WCM
36
Wedge Capital Management
North Carolina
$66.2M +$8.51M +103,938 +15%
Allianz Asset Management
37
Allianz Asset Management
Germany
$65.7M -$2.79M -34,023 -4%
N
38
Nuveen
North Carolina
$60.4M -$8.97M -109,491 -13%
GKIM
39
GW&K Investment Management
Massachusetts
$59.6M +$1.8M +21,990 +3%
AQR Capital Management
40
AQR Capital Management
Connecticut
$56.1M -$24.1M -294,185 -30%
UBS Group
41
UBS Group
Switzerland
$55.7M -$8.44M -103,070 -13%
Deutsche Bank
42
Deutsche Bank
Germany
$53.2M -$737K -9,006 -1%
DOA
43
D'Orazio & Associates
Virginia
$52.2M +$2.91M +35,545 +6%
BAM
44
Burgundy Asset Management
Ontario, Canada
$49.1M +$48.4M +591,584 New
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$48.6M -$8.93M -109,050 -16%
UBS AM
46
UBS AM
Illinois
$47.7M -$1.05M -12,871 -2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$44.6M -$1.42M -17,400 -3%
Morgan Stanley
48
Morgan Stanley
New York
$44.3M +$2.62M +32,018 +6%
Citadel Advisors
49
Citadel Advisors
Florida
$43.6M +$42.5M +518,957 +7,533%
Federated Hermes
50
Federated Hermes
Pennsylvania
$38.9M +$1.56M +19,030 +4%

BAH Hedge Fund Activity: Q3 2020 in Review

502 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2020, worth a combined $10.4B — up 6.1% from $9.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BAH positions and 46 closed out — a net gain of 23 holders — while 161 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $123M.

  • 502 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2020, up from 482 in Q2 2020.
  • Funds reported $10.4B of Booz Allen Hamilton stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 69 funds opened new Booz Allen Hamilton positions in Q3 2020 and 46 closed out, a net change of +23 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2020 was JP Morgan Chase, an estimated $149M added.
  • The largest Booz Allen Hamilton seller in Q3 2020 was T. Rowe Price Associates, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2020.