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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
JIP
101
Jaffetilchin Investment Partners
Florida
$365K +$369K +18,873 New
JIC
102
Johnson Investment Counsel
Ohio
$314K
VOYA Investment Management
103
VOYA Investment Management
Georgia
$310K +$509 +26 +0.2%
UBS AM
104
UBS AM
Illinois
$305K
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$302K +$306K +15,629 New
ZCM
106
Zebra Capital Management
Connecticut
$291K -$343K -17,535 -54%
GF
107
Gerstein Fisher
New York
$287K
SCM
108
Stevens Capital Management
Pennsylvania
$282K +$285K +14,585 New
Two Sigma Advisers
109
Two Sigma Advisers
New York
$276K +$280K +14,301 New
HIM
110
Hillsdale Investment Management
Ontario, Canada
$271K +$275K +14,050 New
Grantham, Mayo, Van Otterloo & Co (GMO)
111
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$267K -$105K -5,376 -28%
WMSA
112
Weiss Multi-Strategy Advisers
New York
$256K +$259K +13,240 New
IRF
113
IBM Retirement Fund
New York
$244K -$26.4K -1,349 -10%
Principal Financial Group
114
Principal Financial Group
Iowa
$240K +$44.3K +2,265 +22%
Verition Fund Management
115
Verition Fund Management
Connecticut
$239K +$242K +12,384 New
COI
116
Connable Office Inc
Michigan
$234K
NBC
117
Neuberger Berman Canada
Ontario, Canada
$220K -$2.31M -117,990 -91%
BIM
118
BlackRock Investment Management
Delaware
$220K +$13.7K +699 +7%
DTL
119
Dynamic Technology Lab
Singapore
$214K +$217K +11,083 New
WJA
120
Williams Jones & Associates
New York
$213K
BG
121
BlackRock Group
United Kingdom
$211K +$182K +9,323 +555%
QBFM
122
QS Batterymarch Financial Management
New York
$205K -$123K -6,300 -37%
GC
123
Guggenheim Capital
Illinois
$195K -$92.9K -4,751 -32%
RNS
124
Robert N. Shapiro
$187K -$34.2K -1,750 -15%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$144K +$33.8K +1,728 +30%

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.