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Booz Allen Hamilton

520 hedge funds and large institutions have $11B invested in Booz Allen Hamilton in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more capital invested

Capital invested by funds: $10.4B → $11B (+$552M)

4% more funds holding

Funds holding: 502520 (+18)

0.05% less ownership

Funds ownership: 91.11%91.07% (-0.05%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

43% less call options, than puts

Call options by funds: $6.55M | Put options by funds: $11.4M

Holders
520
Holders Change
+18
Holders Change %
+3.59%
% of All Funds
9.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
82
Increased
177
Reduced
193
Closed
57
Calls
$6.55M
Puts
$11.4M
Net Calls
-$4.85M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
26
Robeco Institutional Asset Management
Netherlands
$83.4M -$3.12M -36,660 -4%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$82M -$7.3M -85,807 -8%
N
28
Nuveen
North Carolina
$81.8M +$17.9M +209,930 +29%
Legal & General Group
29
Legal & General Group
United Kingdom
$81M +$4.05M +47,616 +5%
Northern Trust
30
Northern Trust
Illinois
$79.6M -$17M -199,538 -18%
Charles Schwab
31
Charles Schwab
California
$79.3M +$3.93M +46,205 +5%
Citadel Advisors
32
Citadel Advisors
Florida
$76.4M +$29.8M +350,579 +67%
AIM
33
Artemis Investment Management
United Kingdom
$75.7M -$10.2M -119,375 -12%
Lazard Asset Management
34
Lazard Asset Management
New York
$75.7M -$6.24M -73,347 -8%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$75.4M +$69.8M +820,197 +1,864%
APG Asset Management
36
APG Asset Management
Netherlands
$71.2M -$54.5M -641,300 -39%
WCM
37
Wedge Capital Management
North Carolina
$69.2M -$355K -4,180 -0.5%
Morgan Stanley
38
Morgan Stanley
New York
$65.4M +$18.4M +216,038 +40%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$63.8M -$10.1M -118,211 -14%
Allianz Asset Management
40
Allianz Asset Management
Germany
$62.9M -$5.94M -69,862 -9%
UBS AM
41
UBS AM
Illinois
$57.4M +$7.1M +83,501 +15%
UBS Group
42
UBS Group
Switzerland
$55.3M -$3.07M -36,066 -5%
Aviva
43
Aviva
United Kingdom
$54.2M +$18.1M +213,316 +52%
DOA
44
D'Orazio & Associates
Virginia
$53.6M -$1.21M -14,221 -2%
BAM
45
Burgundy Asset Management
Ontario, Canada
$51.6M +$29.6K +348 +0.1%
GKIM
46
GW&K Investment Management
Massachusetts
$50.8M -$11.6M -136,573 -19%
Holocene Advisors
47
Holocene Advisors
New York
$47.3M +$7.4M +87,035 +19%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$46.1M -$4.79M -56,313 -10%
Franklin Resources
49
Franklin Resources
California
$46M +$12.2M +143,962 +38%
Swiss National Bank
50
Swiss National Bank
Switzerland
$45.4M -$1.35M -15,900 -3%

BAH Hedge Fund Activity: Q4 2020 in Review

520 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2020, worth a combined $11B — up 5.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BAH positions and 57 closed out — a net gain of 25 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $163M. The largest seller was Wells Fargo, cutting an estimated $115M.

  • 520 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2020, up from 502 in Q3 2020.
  • Funds reported $11B of Booz Allen Hamilton stock for Q4 2020, up 5.3% quarter-over-quarter.
  • 82 funds opened new Booz Allen Hamilton positions in Q4 2020 and 57 closed out, a net change of +25 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2020 was T. Rowe Price Associates, an estimated $163M added.
  • The largest Booz Allen Hamilton seller in Q4 2020 was Wells Fargo, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2020.