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Booz Allen Hamilton

242 hedge funds and large institutions have $5.11B invested in Booz Allen Hamilton in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

12% more capital invested

Capital invested by funds: $4.58B → $5.11B (+$537M)

2.82% less ownership

Funds ownership: 94.78%91.96% (-2.8%)

9% less funds holding

Funds holding: 267242 (-25)

18% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 99

39% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 57

66% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $6.96M

Holders
242
Holders Change
-25
Holders Change %
-9.36%
% of All Funds
6.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
35
Increased
81
Reduced
99
Closed
57
Calls
$2.38M
Puts
$6.96M
Net Calls
-$4.58M
Net Calls Change
+$6.34M
Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
201
Israel Discount Bank of New York
New York
$94K -$1.72K -50 -2%
MIFH
202
Migdal Insurance & Financial Holdings
Israel
$94K
Robeco Institutional Asset Management
203
Robeco Institutional Asset Management
Netherlands
$80K -$496K -14,428 -87%
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$80K +$275 +8 +0.4%
PCA
205
Peddock Capital Advisors
Massachusetts
$72K
Fuller & Thaler Asset Management
206
Fuller & Thaler Asset Management
California
$56K -$37.8K -1,100 -42%
US Bancorp
207
US Bancorp
Minnesota
$55K -$112K -3,246 -69%
RFWA
208
RPg Family Wealth Advisory
Massachusetts
$53.8K
AAM
209
Advisors Asset Management
Colorado
$51K +$8.59K +250 +22%
FMA
210
FNY Managed Accounts
New York
$36K +$33.4K +972 New
SPIA
211
Steward Partners Investment Advisory
New York
$26K
FHA
212
First Horizon Advisors
Tennessee
$24K
PHK
213
Point72 Hong Kong
Hong Kong
$23K +$21.4K +622 New
NFG
214
Next Financial Group
Texas
$21K -$3.44K -100 -15%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$21K +$19.1K +557 New
IA
216
IFP Advisors
Florida
$19K -$3.44K -100 -16%
BTIS
217
BB&T Investment Services
North Carolina
$16K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$15K -$15.4K -447 -52%
IWM
219
IHT Wealth Management
Illinois
$14K +$34 +1 +0.3%
GRP
220
Global Retirement Partners
California
$11K -$215K -6,242 -96%
LF
221
Lee Financial
Texas
$11K
SIAS
222
Shine Investment Advisory Services
Colorado
$11K
HCC
223
Hirtle Callaghan & Co
Pennsylvania
$10K
HIM
224
Hillsdale Investment Management
Ontario, Canada
$9K +$7.9K +230 New
TRCT
225
Tower Research Capital (TRC)
New York
$9K +$8.21K +239 New

BAH Hedge Fund Activity: Q3 2017 in Review

242 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2017, worth a combined $5.11B — up 12% from $4.58B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of BAH and 35 opened new positions — a net loss of 22 holders — while 99 trimmed existing stakes and 81 added.

The largest buyer was Black Creek Investment Management, opening a new position worth an estimated $137M. The largest seller was BlackRock, cutting an estimated $60.3M.

  • 242 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2017, down from 267 in Q2 2017.
  • Funds reported $5.11B of Booz Allen Hamilton stock for Q3 2017, up 12% quarter-over-quarter.
  • 35 funds opened new Booz Allen Hamilton positions in Q3 2017 and 57 closed out, a net change of -22 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2017 was Black Creek Investment Management, an estimated $137M added.
  • The largest Booz Allen Hamilton seller in Q3 2017 was BlackRock, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2017.