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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
Balyasny Asset Management
501
Balyasny Asset Management
Illinois
– -$1.04M -12,158 Closed
New York State Teachers Retirement System (NYSTRS)
502
New York State Teachers Retirement System (NYSTRS)
New York
– -$997K -11,700 Closed
QC
503
Quadrature Capital
United Kingdom
– -$961K -11,276 Closed
VI
504
Versor Investments
New York
– -$856K -10,047 Closed
QT
505
Quantbot Technologies
New York
– -$837K -9,828 Closed
WG
506
Winton Group
United Kingdom
– -$776K -9,113 Closed
Acadian Asset Management
507
Acadian Asset Management
Massachusetts
– -$755K -8,872 Closed
SM
508
Sciencast Management
New Jersey
– -$684K -7,738 Closed
SFI
509
Susquehanna Fundamental Investments
Pennsylvania
– -$605K -7,100 Closed
HIMCH
510
Hartford Investment Management Co (HIMCO)
Connecticut
– -$523K -6,136 Closed
SLAM
511
Swiss Life Asset Management
– -$527K -5,957 Closed
MF
512
Magnetar Financial
Illinois
– -$472 -5,540 Closed
E
513
Ergoteles
New York
– -$429K -5,038 Closed
GIA
514
Guyasuta Investment Advisors
Pennsylvania
– -$383K -4,500 Closed
AA
515
ALPS Advisors
Colorado
– -$364K -4,269 Closed
BMSSC
516
B. Metzler seel. Sohn & Co
Germany
– -$360K -4,229 Closed
CIBC Private Wealth Group
517
CIBC Private Wealth Group
Georgia
– -$319K -3,750 Closed
KPWS
518
Kestra Private Wealth Services
Texas
– -$318K -3,739 Closed
MSA
519
Marino Stram & Associates
Massachusetts
– -$305K -3,577 Closed
DFCM
520
Dark Forest Capital Management
Puerto Rico
– -$302K -3,551 Closed
RIM
521
Redwood Investment Management
Arizona
– -$297K -3,484 Closed
CP
522
Covenant Partners
Tennessee
– -$248K -2,913 Closed
CNC
523
Canandaigua National Corp
New York
– -$242K -2,838 Closed
WHG
524
Westwood Holdings Group
Texas
– -$230K -2,701 Closed
Manulife (Manufacturers Life Insurance)
525
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$208K -2,445 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.