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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
VFA
476
Valeo Financial Advisors
Indiana
$5K -$8.76K -107 -66%
SQA
477
Simon Quick Advisors
New Jersey
$5K
AA
478
Ancora Advisors
Ohio
$5K +$4.83K +59 New
RA
479
Rational Advisors
New York
$5K +$5.4K +66 New
BCA
480
Berman Capital Advisors
Georgia
$4K
CFD
481
Creative Financial Designs
Indiana
$4K
PMFA
482
Plante Moran Financial Advisors
Michigan
$4K
TWA
483
TCI Wealth Advisors
Arizona
$4K
QCG
484
Quadrant Capital Group
Ohio
$4K +$737 +9 +24%
LWA
485
Lowe Wealth Advisors
Maryland
$4K +$4.18K +51 New
AA
486
AlphaMark Advisors
Kentucky
$4K +$4.42K +54 New
ABC
487
Associated Banc-Corp
Wisconsin
$3K
EARNEST Partners
488
EARNEST Partners
Georgia
$3K
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
OIA
490
Optimum Investment Advisors
Illinois
$3K
HF
491
Halpern Financial
Virginia
$2.08K +$2.05K +25 New
WT
492
Washington Trust
Rhode Island
$2K -$64.2K -784 -97%
TFGT
493
TS Financial Group (TSFG)
Illinois
$2K -$491 -6 -21%
MAM
494
Meeder Asset Management
Ohio
$1K -$68.4K -835 -99%
GWS
495
Glassman Wealth Services
Virginia
$1K
BWM
496
BNC Wealth Management
Oregon
$1K +$573 +7 New
EWA
497
Evolution Wealth Advisors
Florida
$1K +$901 +11 New
First Manhattan
498
First Manhattan
New York
$1K +$1.06K +13 New
FCA
499
FinTrust Capital Advisors
South Carolina
$2
FA
500
Friess Associates
Delaware
-$17.6M -226,478 Closed

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.