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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
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$101K +$48K +2,454 +89%
BA
127
BlackRock Advisors
Delaware
$94K -$4.21K -215 -4%
US Bancorp
128
US Bancorp
Minnesota
$93K +$73.9K +3,780 +374%
Fuller & Thaler Asset Management
129
Fuller & Thaler Asset Management
California
$79K +$80.2K +4,100 New
FQ
130
First Quadrant
California
$77K
MSA
131
Mason Street Advisors
Wisconsin
$68K +$68.5K +3,500 New
BJ
132
BlackRock Japan
Japan
$57K +$57.5K +2,940 New
BlackRock
133
BlackRock
New York
$40K
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$39K -$528 -27 -1%
QT
135
Quantbot Technologies
New York
$36K +$37.2K +1,900 New
Citigroup
136
Citigroup
New York
$32K +$19.9K +1,019 +157%
U
137
UBS
Switzerland
$29K +$4.52K +231 +18%
GT
138
Glenmede Trust
Pennsylvania
$27K +$27.4K +1,400 New
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$19K +$3.89K +199 +25%
AIG
140
American International Group
New York
$18.7K +$2.91K +149 +18%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$16K
Ameriprise
142
Ameriprise
Minnesota
$10K
HF
143
Hoxton Financial
West Virginia
$10K +$9.9K +506 New
HMS
144
Hanseatic Management Services
New Mexico
$9K -$9.97K -510 -52%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$5K +$4.83K +247 New
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$4K -$6.43K -329 -58%
Creative Planning
147
Creative Planning
Kansas
$4K
CPS
148
Counsel Portfolio Services
Ontario, Canada
$3.3K
EFSCE
149
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.82K +144 New
Federated Hermes
150
Federated Hermes
Pennsylvania
$2K +$1.94K +99 New

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.