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Booz Allen Hamilton

520 hedge funds and large institutions have $11B invested in Booz Allen Hamilton in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more capital invested

Capital invested by funds: $10.4B → $11B (+$552M)

4% more funds holding

Funds holding: 502520 (+18)

0.05% less ownership

Funds ownership: 91.11%91.07% (-0.05%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

43% less call options, than puts

Call options by funds: $6.55M | Put options by funds: $11.4M

Holders
520
Holders Change
+18
Holders Change %
+3.59%
% of All Funds
9.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
82
Increased
177
Reduced
193
Closed
57
Calls
$6.55M
Puts
$11.4M
Net Calls
-$4.85M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
551
Lombard Odier Asset Management (Switzerland)
Switzerland
-$278K -3,352 Closed
IFG
552
Independent Financial Group
California
-$220K -2,657 Closed
AWE
553
Avidian Wealth Enterprises
Texas
-$220K -2,647 Closed
JCM
554
JS Capital Management
New York
-$216K -2,600 Closed
UBV
555
United Bank (Virginia)
Virginia
-$215K -2,585 Closed
AIA
556
Affinity Investment Advisors
California
-$209K -2,515 Closed
SL
557
Stevard LLC
Illinois
-$207K -2,496 Closed
FC
558
FORA Capital
Florida
-$128K -1,548 Closed
CH
559
Canton Hathaway
Rhode Island
-$103K -1,246 Closed
SIAP
560
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$83K -1,000 Closed
PCM
561
Prelude Capital Management
New York
-$78K -941 Closed
T
562
TOBAM
France
-$38K -461 Closed
PFWA
563
Paces Ferry Wealth Advisors
Georgia
-$36K -438 Closed
CIA
564
CSat Investment Advisory
Michigan
-$35K -425 Closed
FFA
565
Founders Financial Alliance
North Carolina
-$19K -229 Closed
NNP
566
Nachman Norwood & Parrott
South Carolina
-$18K -221 Closed
WCG
567
Weaver Consulting Group
California
-$13K -150 Closed
NIC
568
Northwest Investment Counselors
Oregon
-$12K -140 Closed
AF
569
Advisornet Financial
Minnesota
-$8K -100 Closed
DA
570
Denali Advisors
California
-$8K -100 Closed
PFS
571
Prospera Financial Services
Texas
-$8K -100 Closed
RA
572
Rational Advisors
New York
-$5K -66 Closed
SQA
573
Simon Quick Advisors
New Jersey
-$5K -64 Closed
AA
574
Ancora Advisors
Ohio
-$5K -59 Closed
AA
575
AlphaMark Advisors
Kentucky
-$4K -54 Closed

BAH Hedge Fund Activity: Q4 2020 in Review

520 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2020, worth a combined $11B — up 5.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BAH positions and 57 closed out — a net gain of 25 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $163M. The largest seller was Wells Fargo, cutting an estimated $115M.

  • 520 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2020, up from 502 in Q3 2020.
  • Funds reported $11B of Booz Allen Hamilton stock for Q4 2020, up 5.3% quarter-over-quarter.
  • 82 funds opened new Booz Allen Hamilton positions in Q4 2020 and 57 closed out, a net change of +25 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2020 was T. Rowe Price Associates, an estimated $163M added.
  • The largest Booz Allen Hamilton seller in Q4 2020 was Wells Fargo, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2020.