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Booz Allen Hamilton

234 hedge funds and large institutions have $4.32B invested in Booz Allen Hamilton in 2015 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

19% more capital invested

Capital invested by funds: $3.64B → $4.32B (+$675M)

18% more funds holding

Funds holding: 199234 (+35)

14% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 74

0.53% less ownership

Funds ownership: 94.8%94.26% (-0.53%)

53% less call options, than puts

Call options by funds: $883K | Put options by funds: $1.87M

Holders
234
Holders Change
+35
Holders Change %
+17.59%
% of All Funds
6.14%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
53
Increased
84
Reduced
74
Closed
18
Calls
$883K
Puts
$1.87M
Net Calls
-$983K
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
126
Palo Capital
California
$1.32M +$387K +13,330 +45%
Two Sigma Investments
127
Two Sigma Investments
New York
$1.21M +$1.14M +39,315 New
HCMT
128
Highland Capital Management (Tennessee)
Tennessee
$1.2M +$1.13M +38,860 New
Principal Financial Group
129
Principal Financial Group
Iowa
$1.17M +$428K +14,729 +64%
BWM
130
Biltmore Wealth Management
Arizona
$1.1M -$13.8K -475 -1%
CWM
131
Calamos Wealth Management
Illinois
$1.06M -$146K -5,026 -13%
JP Morgan Chase
132
JP Morgan Chase
New York
$1.04M -$462K -15,916 -32%
GC
133
Guggenheim Capital
Illinois
$935K -$63.5K -2,189 -7%
OAC
134
OMERS Administration Corp
Ontario, Canada
$907K -$8.91M -306,900 -91%
RFC
135
Russell Frank Company
Washington
$769K -$9.16M -315,532 -93%
BKBG
136
BHF Kleinwort Benson Group
Belgium
$759K +$315K +10,844 +79%
IRF
137
IBM Retirement Fund
New York
$725K +$51.3K +1,769 +8%
HIP
138
Hatteras Investment Partners
North Carolina
$715K -$557K -19,173 -45%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$689K +$67.1K +2,312 +12%
PAA
140
Peregrine Asset Advisers
Oregon
$681K +$641K +22,070 New
HAG
141
HighPoint Advisor Group
Illinois
$627K +$363K +12,506 +144%
RQS
142
Ramsey Quantitative Systems
Kentucky
$626K +$589K +20,297 New
IPC
143
Independent Portfolio Consultants
Florida
$620K +$387K +13,335 +198%
DekaBank Deutsche Girozentrale
144
DekaBank Deutsche Girozentrale
Germany
$617K +$511K +17,607 +736%
MFS
145
MSI Financial Services
Massachusetts
$615K +$579K +19,931 New
T. Rowe Price Associates
146
T. Rowe Price Associates
Maryland
$614K +$87.2K +3,005 +18%
ZCM
147
Zebra Capital Management
Connecticut
$607K +$36.7K +1,265 +7%
JG
148
Jefferies Group
New York
$600K +$308K +10,600 +120%
JSAM
149
J. Safra Asset Management
New York
$562K +$529K +18,209 New
URS
150
Utah Retirement Systems
Utah
$559K

BAH Hedge Fund Activity: Q4 2015 in Review

234 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2015, worth a combined $4.32B — up 19% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BAH positions and 18 closed out — a net gain of 35 holders — while 84 added to existing stakes and 74 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $74.1M. The largest seller was Carlyle Group, cutting an estimated $362M.

  • 234 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2015, up from 199 in Q3 2015.
  • Funds reported $4.32B of Booz Allen Hamilton stock for Q4 2015, up 19% quarter-over-quarter.
  • 53 funds opened new Booz Allen Hamilton positions in Q4 2015 and 18 closed out, a net change of +35 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2015 was William Blair Investment Management, an estimated $74.1M added.
  • The largest Booz Allen Hamilton seller in Q4 2015 was Carlyle Group, an estimated $362M sold.

Based on aggregated 13F filings for Q4 2015.