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Booz Allen Hamilton

152 hedge funds and large institutions have $2.5B invested in Booz Allen Hamilton in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

23% more funds holding

Funds holding: 124152 (+28)

13% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$293M)

1.1% more ownership

Funds ownership: 92.61%93.71% (+1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
152
Holders Change
+28
Holders Change %
+22.58%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
35
Increased
60
Reduced
40
Closed
6
Calls
$15.2M
Puts
Net Calls
+$15.2M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$1.77B
BAMCO Inc
2
BAMCO Inc
New York
$157M -$3.97M -202,761 -2%
Invesco
3
Invesco
Georgia
$104M -$38.1K -1,950 -0%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$52.2M -$20.3M -1,037,726 -28%
Vanguard Group
5
Vanguard Group
Pennsylvania
$49.2M +$926K +47,329 +2%
CCM
6
Channing Capital Management
Illinois
$23.2M +$3.42M +175,096 +17%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$22.6M +$2.62M +133,944 +13%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$21.6M +$10.2M +521,521 +88%
GAM
9
Gotham Asset Management
New York
$21.5M +$3.04M +155,486 +16%
CS
10
Credit Suisse
Switzerland
$16M +$846K +43,229 +6%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$11.5M +$2.77M +141,700 +31%
SGAM
12
Smith Group Asset Management
Texas
$10.4M +$3.18M +162,780 +43%
JP Morgan Chase
13
JP Morgan Chase
New York
$9.14M +$7.26M +371,074 +363%
CCMH
14
Cornerstone Capital Management Holdings
New York
$8.85M +$110K +5,620 +1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$8.45M -$78.5K -4,012 -0.9%
Jane Street
16
Jane Street
New York
$7.36M +$6.49M +331,649 +670%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.35M -$151K -7,711 -2%
AI
18
Analytic Investors
California
$7.29M -$4.11M -210,358 -36%
Morgan Stanley
19
Morgan Stanley
New York
$7.17M +$2.64M +135,103 +57%
BIT
20
BlackRock Institutional Trust
California
$6.96M +$992K +50,711 +16%
State Street
21
State Street
Massachusetts
$6.14M -$95.6K -4,890 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.11M +$326K +16,647 +7%
Blackstone Inc
23
Blackstone Inc
New York
$5.02M
MAM
24
Martingale Asset Management
Massachusetts
$4.92M +$2.26M +115,603 +83%
NI
25
Numeric Investors
Massachusetts
$4.92M +$1.06M +54,000 +27%

BAH Hedge Fund Activity: Q3 2013 in Review

152 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2013, worth a combined $2.5B — up 13% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BAH positions and 6 closed out — a net gain of 29 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $10.2M. The largest seller was Wellington Management Group, cutting an estimated $20.3M.

  • 152 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2013, up from 124 in Q2 2013.
  • Funds reported $2.5B of Booz Allen Hamilton stock for Q3 2013, up 13% quarter-over-quarter.
  • 35 funds opened new Booz Allen Hamilton positions in Q3 2013 and 6 closed out, a net change of +29 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2013 was Acadian Asset Management, an estimated $10.2M added.
  • The largest Booz Allen Hamilton seller in Q3 2013 was Wellington Management Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2013.