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Booz Allen Hamilton

158 hedge funds and large institutions have $2.88B invested in Booz Allen Hamilton in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $2.5B → $2.88B (+$378M)

1% more funds holding

Funds holding: 156158 (+2)

0.03% more ownership

Funds ownership: 91.69%91.72% (+0.03%)

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $293K

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
22
Increased
70
Reduced
49
Closed
19
Calls
$2K
Puts
$293K
Net Calls
-$291K
Net Calls Change
-$289K
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
51
OMERS Administration Corp
Ontario, Canada
$3.3M +$182K +9,100 +6%
Prudential Financial
52
Prudential Financial
New Jersey
$3.2M +$309K +15,500 +12%
MAM
53
Martingale Asset Management
Massachusetts
$3.16M -$1.32M -66,331 -32%
DA
54
Denali Advisors
California
$3.04M +$698K +35,000 +34%
OHA
55
Oak Hill Advisors
New York
$2.86M -$396K -19,838 -13%
PC
56
Polar Capital
United Kingdom
$2.68M +$2.43M +121,736 New
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$2.58M +$1.3M +65,150 +125%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$2.54M +$1.86M +93,100 +420%
HCM
59
Highbridge Capital Management
New York
$2.51M -$1.94M -97,111 -46%
CEI
60
Clark Estates Inc
New York
$2.34M
Barclays
61
Barclays
United Kingdom
$2.26M +$306K +15,355 +18%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$2.18M +$630K +31,600 +47%
TCIM
63
TIAA CREF Investment Management
New York
$2.17M -$212K -10,639 -10%
Charles Schwab
64
Charles Schwab
California
$2.16M +$510K +25,566 +35%
LSV Asset Management
65
LSV Asset Management
Illinois
$2.15M +$898K +45,024 +85%
ZIM
66
Zacks Investment Management
Illinois
$2.11M +$1.92M +96,108 New
PCM
67
Piermont Capital Management
Missouri
$2.07M +$13.6K +680 +0.7%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.02M +$739K +37,041 +68%
HHC
69
Hutchin Hill Capital
New York
$1.93M +$1.75M +87,800 New
AIG
70
American International Group
New York
$1.91M +$1.72M +86,465 +16,132%
Morgan Stanley
71
Morgan Stanley
New York
$1.9M -$5.87M -294,080 -77%
SIM
72
Spark Investment Management
New York
$1.84M +$1.01M +50,400 +152%
MCM
73
Matarin Capital Management
New York
$1.77M -$229K -11,497 -12%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$1.66M +$738K +36,988 +97%
HK
75
Horizon Kinetics
New York
$1.61M +$2.91K +146 +0.2%

BAH Hedge Fund Activity: Q1 2014 in Review

158 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2014, worth a combined $2.88B — up 15% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BAH positions and 19 closed out — a net gain of 3 holders — while 70 added to existing stakes and 49 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Carlyle Group, cutting an estimated $141M.

  • 158 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2014, up from 156 in Q4 2013.
  • Funds reported $2.88B of Booz Allen Hamilton stock for Q1 2014, up 15% quarter-over-quarter.
  • 22 funds opened new Booz Allen Hamilton positions in Q1 2014 and 19 closed out, a net change of +3 holders.
  • The largest Booz Allen Hamilton buyer in Q1 2014 was Fidelity Investments, an estimated $102M added.
  • The largest Booz Allen Hamilton seller in Q1 2014 was Carlyle Group, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2014.