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Booz Allen Hamilton

614 hedge funds and large institutions have $13.4B invested in Booz Allen Hamilton in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 208 increasing their positions, 237 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

20% more capital invested

Capital invested by funds: $11.1B → $13.4B (+$2.25B)

1.29% more ownership

Funds ownership: 90.62%91.91% (+1.3%)

3% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 77

0% less funds holding

Funds holding: 616614 (-2)

12% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 237

48% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $32.6M

Holders
614
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
9.64%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
79
Increased
208
Reduced
237
Closed
77
Calls
$16.8M
Puts
$32.6M
Net Calls
-$15.8M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$56.8M -$7.66M -77,466 -13%
Wells Fargo
52
Wells Fargo
California
$54.4M +$1.3M +13,108 +3%
UBS Group
53
UBS Group
Switzerland
$53.6M -$9.46M -95,709 -17%
Swiss National Bank
54
Swiss National Bank
Switzerland
$53.3M -$4.64M -46,900 -9%
UBS AM
55
UBS AM
Illinois
$52.5M
EDRH
56
Edmond de Rothschild Holding
Switzerland
$51.9M +$16.8M +169,877 +58%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$50.8M +$24.6M +248,882 +120%
RPI
58
Railway Pension Investments
United Kingdom
$50M
Westfield Capital Management
59
Westfield Capital Management
Massachusetts
$47.6M -$18.3M -185,129 -30%
VDI
60
Vaughan David Investments
Illinois
$46M +$212K +2,140 +0.5%
CS
61
Credit Suisse
Switzerland
$44.5M -$8.24M -83,363 -17%
Allspring Global Investments
62
Allspring Global Investments
North Carolina
$44.1M -$4.94M -49,937 -11%
Corient Private Wealth
63
Corient Private Wealth
Florida
$43.3M +$3.12M +31,561 +9%
William Blair & Company
64
William Blair & Company
Illinois
$41.7M +$2.87M +28,987 +8%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$41.1M -$6.82M -69,028 -16%
Barclays
66
Barclays
United Kingdom
$40.7M +$24.9M +252,101 +224%
T. Rowe Price Investment Management
67
T. Rowe Price Investment Management
Maryland
$38.9M -$1.13M -11,449 -3%
WPC
68
Waters Parkerson & Co
Louisiana
$35.8M +$141K +1,428 +0.4%
Man Group
69
Man Group
United Kingdom
$35.8M +$31.7M +320,405 New
RJA
70
Raymond James & Associates
Florida
$35.4M +$1.83M +18,477 +6%
CCM
71
Copeland Capital Management
Pennsylvania
$34.6M +$2.34M +23,674 +8%
AQR Capital Management
72
AQR Capital Management
Connecticut
$34.4M +$5.93M +60,015 +24%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$33.1M -$119K -1,208 -0.4%
AAM
74
Aureus Asset Management
Massachusetts
$32.9M -$6.94M -70,214 -19%
Lord, Abbett & Co
75
Lord, Abbett & Co
New Jersey
$32.5M -$6.95M -70,352 -19%

BAH Hedge Fund Activity: Q2 2023 in Review

614 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2023, worth a combined $13.4B — up 20% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BAH positions and 77 closed out — a net gain of 2 holders — while 208 added to existing stakes and 237 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $104M. The largest seller was Invesco, cutting an estimated $83.2M.

  • 614 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2023, down from 616 in Q1 2023.
  • Funds reported $13.4B of Booz Allen Hamilton stock for Q2 2023, up 20% quarter-over-quarter.
  • 79 funds opened new Booz Allen Hamilton positions in Q2 2023 and 77 closed out, a net change of +2 holders.
  • The largest Booz Allen Hamilton buyer in Q2 2023 was VOYA Investment Management, an estimated $104M added.
  • The largest Booz Allen Hamilton seller in Q2 2023 was Invesco, an estimated $83.2M sold.

Based on aggregated 13F filings for Q2 2023.