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Booz Allen Hamilton

539 hedge funds and large institutions have $10.9B invested in Booz Allen Hamilton in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 190 increasing their positions, 186 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $17.5M | Put options by funds: $7.38M

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

6% more funds holding

Funds holding: 507539 (+32)

1.42% more ownership

Funds ownership: 89.41%90.83% (+1.4%)

4% more capital invested

Capital invested by funds: $10.4B → $10.9B (+$433M)

2% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 186

Holders
539
Holders Change
+32
Holders Change %
+6.31%
% of All Funds
9.08%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
86
Increased
190
Reduced
186
Closed
47
Calls
$17.5M
Puts
$7.38M
Net Calls
+$10.1M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$8K +$1.71K +20 +29%
SFG
502
Steward Financial Group
Texas
$7K -$10.3K -121 -60%
QCG
503
Quadrant Capital Group
Ohio
$7K -$3.16K -37 -34%
GWS
504
Glassman Wealth Services
Virginia
$7K
FRA
505
Front Row Advisors
California
$7K +$598 +7 +10%
SC
506
Schubert & Co
Texas
$6K +$3.58K +42 +200%
BIA
507
Bell Investment Advisors
California
$6K +$5.8K +68 New
COCM
508
Charter Oak Capital Management
New Hampshire
$5K
LWA
509
Lowe Wealth Advisors
Maryland
$5K
PWMG
510
Prestige Wealth Management Group
New Jersey
$5K
TFS
511
TrustCore Financial Services
Tennessee
$5K
HFA
512
HC Financial Advisors
California
$4K -$3.42K -40 -50%
BWM
513
Baystate Wealth Management
Massachusetts
$4K
FPS
514
Fieldpoint Private Securities
Connecticut
$4K
SBL
515
Sargent Bickham Lagudis
Colorado
$4K +$3.93K +46 New
Bank of Montreal
516
Bank of Montreal
Ontario, Canada
$3.69K -$1.14M -13,346 -25%
MFT
517
Moisand Fitzgerald Tamayo
Florida
$3K -$2.39K -28 -50%
EARNEST Partners
518
EARNEST Partners
Georgia
$3K
NFSG
519
Newbridge Financial Services Group
Florida
$3K
OIA
520
Optimum Investment Advisors
Illinois
$3K
WT
521
Washington Trust
Rhode Island
$3K
DI
522
Disciplined Investments
Oklahoma
$3K +$341 +4 +16%
National Pension Service
523
National Pension Service
South Korea
$3K +$341 +4 +16%
Bessemer Group
524
Bessemer Group
New Jersey
$3K +$2.65K +31 New
BTI
525
Blue Trust Inc
Georgia
$3K +$2.73K +32 New

BAH Hedge Fund Activity: Q2 2022 in Review

539 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2022, worth a combined $10.9B — up 4.1% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new BAH positions and 47 closed out — a net gain of 39 holders — while 190 added to existing stakes and 186 trimmed.

The largest buyer was Ameriprise, adding an estimated $183M. The largest seller was T. Rowe Price Associates, cutting an estimated $231M.

  • 539 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2022, up from 507 in Q1 2022.
  • Funds reported $10.9B of Booz Allen Hamilton stock for Q2 2022, up 4.1% quarter-over-quarter.
  • 86 funds opened new Booz Allen Hamilton positions in Q2 2022 and 47 closed out, a net change of +39 holders.
  • The largest Booz Allen Hamilton buyer in Q2 2022 was Ameriprise, an estimated $183M added.
  • The largest Booz Allen Hamilton seller in Q2 2022 was T. Rowe Price Associates, an estimated $231M sold.

Based on aggregated 13F filings for Q2 2022.