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Booz Allen Hamilton

210 hedge funds and large institutions have $3.53B invested in Booz Allen Hamilton in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

29% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 65

22% more call options, than puts

Call options by funds: $90K | Put options by funds: $74K

14% more funds holding

Funds holding: 185210 (+25)

12% more capital invested

Capital invested by funds: $3.14B → $3.53B (+$387M)

2.86% less ownership

Funds ownership: 92.79%89.93% (-2.9%)

Holders
210
Holders Change
+25
Holders Change %
+13.51%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
44
Increased
84
Reduced
65
Closed
17
Calls
$90K
Puts
$74K
Net Calls
+$16K
Net Calls Change
-$624K
Name Holding Trade Value Shares
Change
Change in
Stake
AII
51
AGF Investments Inc
Ontario, Canada
$7.1M -$2M -76,900 -22%
CS
52
Credit Suisse
Switzerland
$7.02M +$1.07M +41,252 +18%
AAM
53
Aureus Asset Management
Massachusetts
$6.95M +$250K +9,640 +4%
EAM
54
EverPoint Asset Management
Connecticut
$6.87M +$6.73M +258,952 New
Charles Schwab
55
Charles Schwab
California
$6.23M +$2.23M +86,001 +58%
Goldman Sachs
56
Goldman Sachs
New York
$6.12M +$2.89M +111,351 +93%
Citadel Advisors
57
Citadel Advisors
Florida
$6.12M +$1.07M +41,127 +22%
Bank of America
58
Bank of America
North Carolina
$5.81M +$2.08M +80,259 +58%
Prudential Financial
59
Prudential Financial
New Jersey
$5.68M +$873K +33,600 +19%
Marshall Wace
60
Marshall Wace
United Kingdom
$5.01M +$2.81M +108,370 +135%
Asset Management One
61
Asset Management One
Japan
$4.73M +$925K +35,596 +25%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$4.63M +$184K +7,100 +5%
Barclays
63
Barclays
United Kingdom
$4.6M -$21.1M -814,021 -82%
FL
64
Fort LP
Maryland
$4.53M +$4.43M +170,624 New
CPS
65
Counsel Portfolio Services
Ontario, Canada
$4.46M -$500K -19,257 -10%
DA
66
Denali Advisors
California
$4.36M +$675K +26,000 +19%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$4.25M +$3.18M +122,433 +324%
HI
68
HBK Investments
Texas
$4.09M -$450K -17,319 -10%
Two Sigma Investments
69
Two Sigma Investments
New York
$4.08M -$5.17M -199,181 -56%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$4.03M -$2.11M -81,363 -35%
PI
71
Putnam Investments
Massachusetts
$4.02M -$66.4K -2,555 -2%
Blackstone Inc
72
Blackstone Inc
New York
$3.94M -$772K -29,738 -17%
DFIM
73
Detwiler Fenton Investment Management
Massachusetts
$3.89M +$3.81M +146,697 New
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$3.69M +$33.5K +1,288 +0.9%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.68M +$3.18M +122,397 +753%

BAH Hedge Fund Activity: Q4 2014 in Review

210 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2014, worth a combined $3.53B — up 12% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BAH positions and 17 closed out — a net gain of 27 holders — while 84 added to existing stakes and 65 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $54.2M. The largest seller was Carlyle Group, cutting an estimated $274M.

  • 210 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2014, up from 185 in Q3 2014.
  • Funds reported $3.53B of Booz Allen Hamilton stock for Q4 2014, up 12% quarter-over-quarter.
  • 44 funds opened new Booz Allen Hamilton positions in Q4 2014 and 17 closed out, a net change of +27 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2014 was Systematic Financial Management, an estimated $54.2M added.
  • The largest Booz Allen Hamilton seller in Q4 2014 was Carlyle Group, an estimated $274M sold.

Based on aggregated 13F filings for Q4 2014.