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Booz Allen Hamilton
BAH

481 hedge funds and large institutions have $9.6B invested in Booz Allen Hamilton in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 162 increasing their positions, 191 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $13.8M

1.13% less ownership

Funds ownership: 90.72% → 89.59% (-1.1%)

4% less funds holding

Funds holding: 501 → 481 (-20)

8% less capital invested

Capital invested by funds: $10.5B → $9.6B (-$862M)

15% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 191

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
481
Holders Change
-20
Holders Change %
-3.99%
% of All Funds
8.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
45
Increased
162
Reduced
191
Closed
61
Calls
$24.6M
Puts
$13.8M
Net Calls
+$10.8M
Net Calls Change
-$5.53M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$138M
2
Truist Financial
Truist Financial
North Carolina
+$70M
3
BCIM
Black Creek Investment Management
Ontario, Canada
+$68.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$56.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$46.4M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$190M
2
Franklin Resources
Franklin Resources
California
-$60.8M
3
FCM
Frontier Capital Management
Massachusetts
-$39M
4
TCM
TimesSquare Capital Management
New York
-$37.5M
5
Fidelity International
Fidelity International
Bermuda
-$33.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
476
Concord Wealth Partners
Virginia
$1K – – –
GWS
477
Glassman Wealth Services
Virginia
$1K – – –
BIA
478
Bell Investment Advisors
California
$1K +$1.5K +18 New
Nisa Investment Advisors
479
Nisa Investment Advisors
Missouri
$16 -$75.2K -900 -82%
BBHC
480
Brown Brothers Harriman & Co
New York
$13 -$4.01K -48 -23%
FCM
481
Frontier Capital Management
Massachusetts
– -$39M -457,976 Closed
Arrowstreet Capital
482
Arrowstreet Capital
Massachusetts
– -$20.9M -245,200 Closed
PI
483
Putnam Investments
Massachusetts
– -$15.9M -186,739 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
484
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$13.7M -160,494 Closed
QIM
485
Quest Investment Management
Oregon
– -$4.95M -58,165 Closed
KWILP
486
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$4.07M -47,731 Closed
Twin Tree Management
487
Twin Tree Management
Texas
– -$3.62M -42,447 Closed
CWM
488
CIBC World Markets
New York
– -$3.58M -42,000 Closed
Ensign Peak Advisors
489
Ensign Peak Advisors
Utah
– -$3.56M -41,785 Closed
Two Sigma Advisers
490
Two Sigma Advisers
New York
– -$3.44M -40,400 Closed
BBVA
491
Banco Bilbao Vizcaya Argentaria
Spain
– -$2.98M -35,036 Closed
SAM
492
Sandbar Asset Management
United Kingdom
– -$2.95M -34,591 Closed
CIC
493
Cornercap Investment Counsel
Georgia
– -$2.89M -33,952 Closed
PDN
494
Pensionfund DSM Netherlands
Netherlands
– -$2.76M -33,000 Closed
WMSA
495
Weiss Multi-Strategy Advisers
New York
– -$2.76M -32,441 Closed
IA
496
Icon Advisers
Colorado
– -$2.64M -31,000 Closed
Adage Capital Partners
497
Adage Capital Partners
Massachusetts
– -$2.58M -30,232 Closed
Schroder Investment Management Group
498
Schroder Investment Management Group
United Kingdom
– -$1.68M -19,683 Closed
Wealth Enhancement Advisory Services
499
Wealth Enhancement Advisory Services
Minnesota
– -$1.38M -15,430 Closed
PP
500
Paloma Partners
Connecticut
– -$1.21M -14,213 Closed
18 19
20
21 22

BAH Hedge Fund Activity: Q3 2021 in Review

481 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2021, worth a combined $9.6B — down 8.2% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of BAH and 45 opened new positions — a net loss of 16 holders — while 191 trimmed existing stakes and 162 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $190M.

  • 481 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2021, down from 501 in Q2 2021.
  • Funds reported $9.6B of Booz Allen Hamilton stock for Q3 2021, down 8.2% quarter-over-quarter.
  • 45 funds opened new Booz Allen Hamilton positions in Q3 2021 and 61 closed out, a net change of -16 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2021 was Ceredex Value Advisors, an estimated $138M added.
  • The largest Booz Allen Hamilton seller in Q3 2021 was JP Morgan Chase, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2021.