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Booz Allen Hamilton

165 hedge funds and large institutions have $2.87B invested in Booz Allen Hamilton in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

38% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 52

4% more funds holding

Funds holding: 158165 (+7)

1.7% more ownership

Funds ownership: 91.72%93.42% (+1.7%)

0% less capital invested

Capital invested by funds: $2.88B → $2.87B (-$13M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
165
Holders Change
+7
Holders Change %
+4.43%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
21
Increased
72
Reduced
52
Closed
14
Calls
$425K
Puts
Net Calls
+$425K
Net Calls Change
+$716K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$51K -$26.9K -1,189 -33%
Wells Fargo
152
Wells Fargo
California
$28K -$63.2K -2,793 -68%
PCM
153
Prelude Capital Management
New York
$17K -$24.9K -1,100 -58%
HMS
154
Hanseatic Management Services
New Mexico
$14K +$14.1K +625 +4,464%
LTFS
155
Ladenburg Thalmann Financial Services
Florida
$13K
Ameriprise
156
Ameriprise
Minnesota
$12K -$68 -3 -0.5%
FHA
157
First Horizon Advisors
Tennessee
$12K
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$12K +$7.71K +341 +155%
AW
159
Alpha Windward
Massachusetts
$6K -$2.01K -89 -23%
WA
160
WFG Advisors
Texas
$6K
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$5K
ACS
162
Archford Capital Strategies
Illinois
$4.33K
Creative Planning
163
Creative Planning
Kansas
$4K
Federated Hermes
164
Federated Hermes
Pennsylvania
$4K
TWA
165
TCI Wealth Advisors
Arizona
$1K
SCA
166
SAC Capital Advisors
Connecticut
-$24.2M -1,100,036 Closed
HCM
167
Highbridge Capital Management
New York
-$2.51M -113,908 Closed
PCM
168
Piermont Capital Management
Missouri
-$2.07M -94,010 Closed
HHC
169
Hutchin Hill Capital
New York
-$1.93M -87,800 Closed
Lord, Abbett & Co
170
Lord, Abbett & Co
New Jersey
-$1.24M -56,200 Closed
Connor, Clark & Lunn Investment Management (CC&L)
171
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$772K -31,800 Closed
SCM
172
Sterling Capital Management
North Carolina
-$650K -29,552 Closed
BF
173
BOK Financial
Oklahoma
-$383K -17,368 Closed
SCA
174
Secor Capital Advisors
New York
-$260K -11,834 Closed
USAA
175
United Services Automobile Association
Texas
-$233K -10,600 Closed

BAH Hedge Fund Activity: Q2 2014 in Review

165 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2014, worth a combined $2.87B — down 0.45% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BAH positions and 14 closed out — a net gain of 7 holders — while 72 added to existing stakes and 52 trimmed.

The largest buyer was Barclays, adding an estimated $64.8M. The largest seller was Carlyle Group, cutting an estimated $217M.

  • 165 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2014, up from 158 in Q1 2014.
  • Funds reported $2.87B of Booz Allen Hamilton stock for Q2 2014, down 0.45% quarter-over-quarter.
  • 21 funds opened new Booz Allen Hamilton positions in Q2 2014 and 14 closed out, a net change of +7 holders.
  • The largest Booz Allen Hamilton buyer in Q2 2014 was Barclays, an estimated $64.8M added.
  • The largest Booz Allen Hamilton seller in Q2 2014 was Carlyle Group, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2014.