Booz Allen Hamilton
156 hedge funds and large institutions have $2.5B invested in Booz Allen Hamilton in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 29 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 48
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
3% more funds holding
Funds holding: 152 → 156 (+4)
0% more capital invested
Capital invested by funds: $2.5B → $2.5B (+$4.05M)
2.02% less ownership
Funds ownership: 93.71% → 91.69% (-2%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
+$67.4M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$39.1M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$39M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$222M |
| 2 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
-$10.4M |
| 3 |
BAMCO Inc
New York
|
-$9.56M |
| 4 |
Jane Street
New York
|
-$7.36M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
COI
176
Connable Office Inc
Kalamazoo,
Michigan
| – | -$234K | -12,133 | Closed |
|
|
NBC
177
Neuberger Berman Canada
Toronto,
Ontario, Canada
| – | -$220K | -11,410 | Closed |
|
|
DTL
178
Dynamic Technology Lab
Singapore
| – | -$214K | -11,083 | Closed |
|
|
QBFM
179
QS Batterymarch Financial Management
New York
| – | -$205K | -10,596 | Closed |
|
|
FQ
180
First Quadrant
Glendale,
California
| – | -$77K | -3,962 | Closed |
|
181
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$16K | -837 | Closed |
|
|
HMS
182
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$9K | -476 | Closed |
|
183
Jones Financial Companies
Des Peres,
Missouri
| – | -$5K | -247 | Closed |
|
|
EFSCE
184
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$3K | -144 | Closed |
|
|
BWFA
185
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | +$348 | +19 | New |
|
BAH Hedge Fund Activity: Q4 2013 in Review
156 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2013, worth a combined $2.5B — up 0.16% from $2.5B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new BAH positions and 29 closed out — a net gain of 5 holders — while 59 added to existing stakes and 48 trimmed.
The largest buyer was Senator Investment Group, opening a new position worth an estimated $67.4M. The largest seller was Carlyle Group, cutting an estimated $222M.
- 156 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2013, up from 152 in Q3 2013.
- Funds reported $2.5B of Booz Allen Hamilton stock for Q4 2013, up 0.16% quarter-over-quarter.
- 34 funds opened new Booz Allen Hamilton positions in Q4 2013 and 29 closed out, a net change of +5 holders.
- The largest Booz Allen Hamilton buyer in Q4 2013 was Senator Investment Group, an estimated $67.4M added.
- The largest Booz Allen Hamilton seller in Q4 2013 was Carlyle Group, an estimated $222M sold.
Based on aggregated 13F filings for Q4 2013.