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Booz Allen Hamilton

568 hedge funds and large institutions have $11.3B invested in Booz Allen Hamilton in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 187 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 48

63% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $10.1M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 187

5% more funds holding

Funds holding: 539568 (+29)

1.67% more ownership

Funds ownership: 90.83%92.51% (+1.7%)

4% more capital invested

Capital invested by funds: $10.9B → $11.3B (+$428M)

Holders
568
Holders Change
+29
Holders Change %
+5.38%
% of All Funds
9.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
83
Increased
223
Reduced
187
Closed
48
Calls
$16.4M
Puts
$10.1M
Net Calls
+$6.34M
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
551
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
JWM
552
Janiczek Wealth Management
Colorado
$2K
NC
553
NewSquare Capital
Pennsylvania
$2K
PFBT
554
Parkside Financial Bank & Trust
Missouri
$2K +$1.61K +17 +243%
SIC
555
SJS Investment Consulting
Ohio
$2K +$2.08K +22 New
EWA
556
EverSource Wealth Advisors
Alabama
$2K +$2.27K +24 New
PI
557
PFS Investments
Georgia
$1.16K +$1.19M +12,553 New
TRCT
558
Tower Research Capital (TRC)
New York
$1K -$657K -6,933 -100%
GWMI
559
Guardian Wealth Management (Illinois)
Illinois
$1K
RA
560
Rise Advisors
New York
$1K
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
$1K +$569 +6 New
VCM
562
Versant Capital Management
Arizona
$1K +$758 +8 New
AAP
563
Arax Advisory Partners
Colorado
$1K +$948 +10 New
HGERS
564
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.23K +13 New
MOS
565
MGO One Seven
Ohio
$879 -$54.8K -578 -6%
MGIM
566
M&G Investment Management
United Kingdom
$230 +$237K +2,499 New
SWA
567
Sutton Wealth Advisors
Florida
$92 +$95 +1 New
Jacobs Levy Equity Management
568
Jacobs Levy Equity Management
New Jersey
-$6.95M -76,931 Closed
VIA
569
Vident Investment Advisory
Georgia
-$6.15M -68,033 Closed
DCP
570
Distillate Capital Partners
Illinois
-$6.14M -67,967 Closed
Renaissance Technologies
571
Renaissance Technologies
New York
-$5.23M -57,894 Closed
WMSA
572
Weiss Multi-Strategy Advisers
New York
-$5.19M -57,476 Closed
GCM
573
Gladius Capital Management
Illinois
-$1.54M -17,030 Closed
E
574
Ergoteles
New York
-$1.44M -15,920 Closed
ERSOT
575
Employees Retirement System of Texas
Texas
-$1.35M -14,912 Closed

BAH Hedge Fund Activity: Q3 2022 in Review

568 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2022, worth a combined $11.3B — up 3.9% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new BAH positions and 48 closed out — a net gain of 35 holders — while 223 added to existing stakes and 187 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $142M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 568 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2022, up from 539 in Q2 2022.
  • Funds reported $11.3B of Booz Allen Hamilton stock for Q3 2022, up 3.9% quarter-over-quarter.
  • 83 funds opened new Booz Allen Hamilton positions in Q3 2022 and 48 closed out, a net change of +35 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2022 was VOYA Investment Management, an estimated $142M added.
  • The largest Booz Allen Hamilton seller in Q3 2022 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2022.