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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
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$484K -$25.9K -1,300 -6%
WJA
102
Williams Jones & Associates
New York
$484K +$219K +11,000 +100%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$483K +$3.19K +160 +0.7%
TA
104
Teachers Advisors
New York
$465K +$80.2K +4,021 +24%
AIA
105
Affinity Investment Advisors
California
$452K
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$444K -$88.9K -4,456 -18%
UBS AM
107
UBS AM
Illinois
$444K +$53.9K +2,700 +15%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$427K -$898K -45,000 -70%
ACI
109
AMP Capital Investors
Australia
$388K -$634K -31,800 -64%
BF
110
BOK Financial
Oklahoma
$383K -$22.5K -1,129 -6%
Tudor Investment Corp
111
Tudor Investment Corp
Connecticut
$379K -$1.01M -50,568 -75%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$343K +$293K +14,678 +14,978%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$342K -$9.22K -462 -3%
Stifel Financial
114
Stifel Financial
Missouri
$339K +$308K +15,416 New
GF
115
Gerstein Fisher
New York
$330K -$294K -14,727 -50%
EMG
116
Ellington Management Group
Connecticut
$286K -$174K -8,700 -40%
JG
117
Jefferies Group
New York
$272K -$166K -8,327 -40%
SCA
118
Secor Capital Advisors
New York
$260K -$251K -12,592 -52%
BIM
119
BlackRock Investment Management
Delaware
$257K +$8.84K +443 +4%
Citigroup
120
Citigroup
New York
$244K +$2.79K +140 +1%
TC
121
TradeLink Capital
Illinois
$233K +$211K +10,591 New
USAA
122
United Services Automobile Association
Texas
$233K +$211K +10,600 New
FIM
123
Freedom Investment Management
Connecticut
$225K -$2.43K -122 -1%
RNS
124
Robert N. Shapiro
$213K
BA
125
BlackRock Advisors
Delaware
$207K +$44.6K +2,236 +31%

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.