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Booz Allen Hamilton

520 hedge funds and large institutions have $11B invested in Booz Allen Hamilton in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more capital invested

Capital invested by funds: $10.4B → $11B (+$552M)

4% more funds holding

Funds holding: 502520 (+18)

0.05% less ownership

Funds ownership: 91.11%91.07% (-0.05%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

43% less call options, than puts

Call options by funds: $6.55M | Put options by funds: $11.4M

Holders
520
Holders Change
+18
Holders Change %
+3.59%
% of All Funds
9.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
82
Increased
177
Reduced
193
Closed
57
Calls
$6.55M
Puts
$11.4M
Net Calls
-$4.85M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$7.59M -$645K -7,580 -8%
SFI
127
Susquehanna Fundamental Investments
Pennsylvania
$7.51M -$2.26M -26,600 -24%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$7.44M +$1.17M +13,721 +19%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$7.29M +$603K +7,095 +9%
Canada Life
130
Canada Life
Manitoba, Canada
$7.2M +$119K +1,394 +2%
MFS
131
Mirabella Financial Services
United Kingdom
$6.89M +$6.72M +79,000 New
VRS
132
Virginia Retirement Systems
Virginia
$6.86M
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$6.8M -$70.8K -833 -1%
SIA
134
Sit Investment Associates
Minnesota
$6.76M
CP
135
Cumberland Partners
Ontario, Canada
$6.69M -$55.5K -653 -0.8%
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$6.54M -$2.15M -25,264 -25%
DILIC
137
Dai-ichi Life Insurance Company
Japan
$6.51M +$2.09M +24,595 +49%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$6.37M
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$6.32M -$8.59M -100,982 -58%
HFS
140
Hantz Financial Services
Michigan
$6.19M +$231K +2,721 +4%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$6.14M +$385K +4,527 +7%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.95M +$1.28M +15,020 +28%
UIM
143
USS Investment Management
United Kingdom
$5.79M
TD Asset Management
144
TD Asset Management
Ontario, Canada
$5.78M -$103K -1,216 -2%
NIPH
145
NN Investment Partners Holdings
Netherlands
$5.74M -$2.4M -28,270 -30%
BHTS
146
Bar Harbor Trust Services
Maine
$5.69M +$5.55M +65,276 New
BAM
147
Bell Asset Management
Australia
$5.66M -$1.07M -12,564 -16%
PAM
148
Panagora Asset Management
Massachusetts
$5.59M +$3.53M +41,559 +184%
American Century Companies
149
American Century Companies
Missouri
$5.57M +$3.45M +40,525 +173%
CSS
150
Cubist Systematic Strategies
Connecticut
$5.53M -$3.8M -44,738 -41%

BAH Hedge Fund Activity: Q4 2020 in Review

520 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2020, worth a combined $11B — up 5.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BAH positions and 57 closed out — a net gain of 25 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $163M. The largest seller was Wells Fargo, cutting an estimated $115M.

  • 520 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2020, up from 502 in Q3 2020.
  • Funds reported $11B of Booz Allen Hamilton stock for Q4 2020, up 5.3% quarter-over-quarter.
  • 82 funds opened new Booz Allen Hamilton positions in Q4 2020 and 57 closed out, a net change of +25 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2020 was T. Rowe Price Associates, an estimated $163M added.
  • The largest Booz Allen Hamilton seller in Q4 2020 was Wells Fargo, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2020.