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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
PM
526
Parametrica Management
Hong Kong
-$221K -2,841 Closed
AIM
527
Alambic Investment Management
California
-$205K -2,634 Closed
SG Americas Securities
528
SG Americas Securities
New York
-$202K -2,602 Closed
SWM
529
Strategic Wealth Management
Washington
-$194K -2,500 Closed
Twin Tree Management
530
Twin Tree Management
Texas
-$125K -1,602 Closed
Canada Pension Plan Investment Board
531
Canada Pension Plan Investment Board
Ontario, Canada
-$109K -1,400 Closed
PAG
532
Private Advisor Group
New Jersey
-$65K -839 Closed
CWP
533
CFM Wealth Partners
Texas
-$59K -766 Closed
KOCAA
534
Knights of Columbus Asset Advisors
Connecticut
-$53K -687 Closed
EWM
535
Edge Wealth Management
New York
-$16K -200 Closed
TI
536
tru Independence
Oregon
-$9 -115 Closed
OPS
537
Orion Portfolio Solutions
Nebraska
-$8K -104 Closed
JSC
538
Jackson Square Capital
California
-$7K -95 Closed
CAN
539
Cetera Advisor Networks
California
-$7K -84 Closed
RG
540
Retirement Group
California
-$6K -76 Closed
PCS
541
Personal CFO Solutions
New Jersey
-$5.98K -73 -2%
SFG
542
Sowa Financial Group
Rhode Island
-$6K -73 Closed
FWM
543
Filbrandt Wealth Management
Wisconsin
-$5K -70 Closed
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
-$3K -34 Closed
CI
545
CX Institutional
Indiana
-$2K -32 Closed
BL
546
Balentine LLC
Georgia
-$1K -11 Closed
MCM
547
Manchester Capital Management
Vermont
+$246 +3 New
PFBT
548
Parkside Financial Bank & Trust
Missouri
+$246 +3 New

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.