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Booz Allen Hamilton

428 hedge funds and large institutions have $9.15B invested in Booz Allen Hamilton in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 135 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $7.64M

40% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $8.61B → $9.15B (+$540M)

5% more funds holding

Funds holding: 407428 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.93% less ownership

Funds ownership: 93.01%92.08% (-0.93%)

22% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 174

Holders
428
Holders Change
+21
Holders Change %
+5.16%
% of All Funds
9.39%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
73
Increased
135
Reduced
174
Closed
52
Calls
$16.9M
Puts
$7.64M
Net Calls
+$9.28M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Advisor Group
Arizona
$1.64M +$670K +9,460 +70%
RC
202
Roundview Capital
New Jersey
$1.63M +$12.4K +175 +0.8%
EGM
203
Engineers Gate Manager
New York
$1.5M +$1.17M +16,554 +360%
LPL Financial
204
LPL Financial
California
$1.5M +$808K +11,418 +118%
Mitsubishi UFJ Trust & Banking
205
Mitsubishi UFJ Trust & Banking
Japan
$1.49M +$1.49M +21,000 New
PGCM
206
Prescott Group Capital Management
Oklahoma
$1.48M +$771K +10,893 +109%
CCM
207
Coe Capital Management
Illinois
$1.47M +$64.1K +905 +5%
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.46M -$667K -9,422 -31%
AIL
209
AGF Investments LLC
Ontario, Canada
$1.46M -$173K -2,443 -11%
ARTA
210
A.R.T. Advisors
New York
$1.43M -$651K -9,200 -31%
GH
211
GAM Holding
Switzerland
$1.42M -$773K -10,915 -35%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$1.4M -$991 -14 -0.1%
BO
213
Bank OZK
Arkansas
$1.39M +$1.38M +19,561 New
State of Wisconsin Investment Board
214
State of Wisconsin Investment Board
Wisconsin
$1.37M -$10.3K -146 -0.8%
Creative Planning
215
Creative Planning
Kansas
$1.37M +$20.3K +287 +2%
PSUF
216
People's United Financial
Connecticut
$1.35M -$193K -2,727 -13%
Principal Financial Group
217
Principal Financial Group
Iowa
$1.35M -$110K -1,554 -8%
FHB
218
First Hawaiian Bank
Hawaii
$1.34M -$516K -7,288 -28%
AC
219
Alexandria Capital
Virginia
$1.29M -$12K -170 -0.9%
KWILP
220
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.27M +$1.27M +17,952 New
MAM
221
Meeder Asset Management
Ohio
$1.25M -$1.18M -16,731 -49%
VRS
222
Virginia Retirement Systems
Virginia
$1.25M -$1.27M -17,900 -50%
SW
223
SVB Wealth
Massachusetts
$1.25M -$92.8K -1,310 -7%
MS
224
Maven Securities
Jersey
$1.23M +$1.22M +17,226 New
ACM
225
Argent Capital Management
Missouri
$1.2M +$22.4K +316 +2%

BAH Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2019, worth a combined $9.15B — up 6.3% from $8.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BAH positions and 52 closed out — a net gain of 21 holders — while 135 added to existing stakes and 174 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $77.3M. The largest seller was Black Creek Investment Management, cutting an estimated $71.5M.

  • 428 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2019, up from 407 in Q2 2019.
  • Funds reported $9.15B of Booz Allen Hamilton stock for Q3 2019, up 6.3% quarter-over-quarter.
  • 73 funds opened new Booz Allen Hamilton positions in Q3 2019 and 52 closed out, a net change of +21 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2019 was Congress Asset Management, an estimated $77.3M added.
  • The largest Booz Allen Hamilton seller in Q3 2019 was Black Creek Investment Management, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2019.