Booz Allen Hamilton
210 hedge funds and large institutions have $3.53B invested in Booz Allen Hamilton in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 17 closing their positions.
159% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 17
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
29% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 65
22% more call options, than puts
Call options by funds: $90K | Put options by funds: $74K
14% more funds holding
Funds holding: 185 → 210 (+25)
12% more capital invested
Capital invested by funds: $3.14B → $3.53B (+$387M)
2.86% less ownership
Funds ownership: 92.79% → 89.93% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$54.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$36.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$29.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29M |
| 5 |
AI
Analytic Investors
Los Angeles,
California
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$274M |
| 2 |
Barclays
London,
United Kingdom
|
-$21.1M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.8M |
| 5 |
Bank of New York Mellon
New York
|
-$5.77M |
BAH Hedge Fund Activity: Q4 2014 in Review
210 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2014, worth a combined $3.53B — up 12% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new BAH positions and 17 closed out — a net gain of 27 holders — while 84 added to existing stakes and 65 trimmed.
The largest buyer was Systematic Financial Management, opening a new position worth an estimated $54.2M. The largest seller was Carlyle Group, cutting an estimated $274M.
- 210 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2014, up from 185 in Q3 2014.
- Funds reported $3.53B of Booz Allen Hamilton stock for Q4 2014, up 12% quarter-over-quarter.
- 44 funds opened new Booz Allen Hamilton positions in Q4 2014 and 17 closed out, a net change of +27 holders.
- The largest Booz Allen Hamilton buyer in Q4 2014 was Systematic Financial Management, an estimated $54.2M added.
- The largest Booz Allen Hamilton seller in Q4 2014 was Carlyle Group, an estimated $274M sold.
Based on aggregated 13F filings for Q4 2014.