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Booz Allen Hamilton

152 hedge funds and large institutions have $2.5B invested in Booz Allen Hamilton in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

23% more funds holding

Funds holding: 124152 (+28)

13% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$293M)

1.1% more ownership

Funds ownership: 92.61%93.71% (+1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
35
Increased
60
Reduced
40
Closed
6
Calls
$15.2M
Puts
Net Calls
+$15.2M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CEI
51
Clark Estates Inc
New York
$2.06M +$166K +8,500 +9%
Axa
52
Axa
France
$2.05M +$2.08M +106,256 New
PP
53
PDT Partners
New York
$1.81M +$133K +6,813 +8%
HCM
54
Highbridge Capital Management
New York
$1.75M +$1.78M +90,834 New
B
55
Barings
North Carolina
$1.59M +$305K +15,600 +23%
AIS
56
AlphaOne Investment Services
Pennsylvania
$1.49M -$310K -15,862 -17%
Two Sigma Investments
57
Two Sigma Investments
New York
$1.49M +$52.6K +2,687 +4%
HK
58
Horizon Kinetics
New York
$1.46M -$548 -28 -0%
ACI
59
AMP Capital Investors
Australia
$1.42M
Prudential Financial
60
Prudential Financial
New Jersey
$1.41M +$1.13M +58,000 +394%
Wells Fargo
61
Wells Fargo
California
$1.3M +$1.27M +65,067 +2,775%
Asset Management One
62
Asset Management One
Japan
$1.27M +$1.06M +53,978 +462%
CONA
63
Capital One National Association
New York
$1.26M -$104K -5,334 -8%
AQR Capital Management
64
AQR Capital Management
Connecticut
$1.19M +$278K +14,206 +30%
MCM
65
Matarin Capital Management
New York
$1.16M +$1.17M +59,851 New
ZCM
66
Ziegler Capital Management
Illinois
$1.14M +$1.15M +58,808 New
DA
67
Denali Advisors
California
$1.12M +$1.14M +58,100 New
CBOA
68
Commonwealth Bank of Australia
Australia
$1.11M +$207K +10,596 +23%
Charles Schwab
69
Charles Schwab
California
$1.1M +$108K +5,544 +11%
Deutsche Bank
70
Deutsche Bank
Germany
$1.07M -$2.36M -120,846 -68%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$1.07M +$34.4K +1,759 +3%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$1.05M +$1.07M +54,622 New
SIM
73
Spark Investment Management
New York
$1.05M
LSV Asset Management
74
LSV Asset Management
Illinois
$1.02M +$350K +17,900 +51%
Bank of America
75
Bank of America
North Carolina
$997K -$388K -19,817 -28%

BAH Hedge Fund Activity: Q3 2013 in Review

152 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2013, worth a combined $2.5B — up 13% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BAH positions and 6 closed out — a net gain of 29 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $10.2M. The largest seller was Wellington Management Group, cutting an estimated $20.3M.

  • 152 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2013, up from 124 in Q2 2013.
  • Funds reported $2.5B of Booz Allen Hamilton stock for Q3 2013, up 13% quarter-over-quarter.
  • 35 funds opened new Booz Allen Hamilton positions in Q3 2013 and 6 closed out, a net change of +29 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2013 was Acadian Asset Management, an estimated $10.2M added.
  • The largest Booz Allen Hamilton seller in Q3 2013 was Wellington Management Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2013.