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Booz Allen Hamilton

165 hedge funds and large institutions have $2.87B invested in Booz Allen Hamilton in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

38% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 52

4% more funds holding

Funds holding: 158165 (+7)

1.7% more ownership

Funds ownership: 91.72%93.42% (+1.7%)

0% less capital invested

Capital invested by funds: $2.88B → $2.87B (-$13M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
165
Holders Change
+7
Holders Change %
+4.43%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
21
Increased
72
Reduced
52
Closed
14
Calls
$425K
Puts
Net Calls
+$425K
Net Calls Change
+$716K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$1.34B -$217M -9,597,491 -13%
BAMCO Inc
2
BAMCO Inc
New York
$148M -$14.9M -659,260 -9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$135M -$3.19M -141,050 -2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$122M +$59.2M +2,618,410 +84%
Vanguard Group
5
Vanguard Group
Pennsylvania
$109M +$26.3M +1,162,096 +29%
Invesco
6
Invesco
Georgia
$104M -$1.68M -74,406 -1%
Barclays
7
Barclays
United Kingdom
$62.4M +$64.8M +2,867,648 +2,788%
Allianz Asset Management
8
Allianz Asset Management
Germany
$60.1M +$25M +1,105,008 +64%
BIT
9
BlackRock Institutional Trust
California
$53.4M +$38.5M +1,700,686 +209%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$49.5M +$39.3M +1,739,077 +293%
Citigroup
11
Citigroup
New York
$46.9M +$49.7M +2,197,638 +19,806%
BAM
12
Burgundy Asset Management
Ontario, Canada
$45.2M -$641K -28,355 -1%
William Blair & Company
13
William Blair & Company
Illinois
$44.9M +$9.84M +435,130 +26%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$37.1M -$38.2M -1,688,216 -49%
Norges Bank
15
Norges Bank
Norway
$30.9M +$31.9M +1,409,237 +3,103%
CCM
16
Channing Capital Management
Illinois
$25.6M -$1.72M -76,020 -6%
Renaissance Technologies
17
Renaissance Technologies
New York
$21.5M +$5.62M +248,579 +32%
FCH
18
Freestone Capital Holdings
Washington
$17.2M +$419K +18,530 +2%
DOA
19
D'Orazio & Associates
Virginia
$16.5M -$614K -27,166 -3%
First Trust Advisors
20
First Trust Advisors
Illinois
$16.3M +$9.32M +412,122 +116%
PC
21
Polar Capital
United Kingdom
$16M +$14.2M +629,720 +517%
State Street
22
State Street
Massachusetts
$15.4M +$7.03M +310,675 +75%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$14.6M +$2.56M +113,027 +20%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$13.7M +$235K +10,378 +2%
O
25
OppenheimerFunds
New York
$13.4M +$264K +11,668 +2%

BAH Hedge Fund Activity: Q2 2014 in Review

165 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2014, worth a combined $2.87B — down 0.45% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BAH positions and 14 closed out — a net gain of 7 holders — while 72 added to existing stakes and 52 trimmed.

The largest buyer was Barclays, adding an estimated $64.8M. The largest seller was Carlyle Group, cutting an estimated $217M.

  • 165 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2014, up from 158 in Q1 2014.
  • Funds reported $2.87B of Booz Allen Hamilton stock for Q2 2014, down 0.45% quarter-over-quarter.
  • 21 funds opened new Booz Allen Hamilton positions in Q2 2014 and 14 closed out, a net change of +7 holders.
  • The largest Booz Allen Hamilton buyer in Q2 2014 was Barclays, an estimated $64.8M added.
  • The largest Booz Allen Hamilton seller in Q2 2014 was Carlyle Group, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2014.