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Booz Allen Hamilton

185 hedge funds and large institutions have $3.14B invested in Booz Allen Hamilton in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,730% more call options, than puts

Call options by funds: $677K | Put options by funds: $37K

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

12% more funds holding

Funds holding: 165185 (+20)

10% more capital invested

Capital invested by funds: $2.87B → $3.14B (+$275M)

0.63% less ownership

Funds ownership: 93.42%92.79% (-0.63%)

Holders
185
Holders Change
+20
Holders Change %
+12.12%
% of All Funds
5.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
38
Increased
72
Reduced
50
Closed
16
Calls
$677K
Puts
$37K
Net Calls
+$640K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$1.47B
AllianceBernstein
2
AllianceBernstein
Tennessee
$172M +$35.4M +1,609,725 +28%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$148M -$1M -45,600 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$138M +$16.9M +769,986 +15%
BAMCO Inc
5
BAMCO Inc
New York
$112M -$47.7M -2,165,057 -31%
Invesco
6
Invesco
Georgia
$106M -$8.34M -378,836 -8%
Allianz Asset Management
7
Allianz Asset Management
Germany
$77.9M +$10.9M +496,590 +18%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$53.2M -$1.29M -58,828 -3%
BAM
9
Burgundy Asset Management
Ontario, Canada
$48.5M -$1.25M -56,710 -3%
William Blair & Company
10
William Blair & Company
Illinois
$44.6M -$4.59M -208,736 -10%
BIT
11
BlackRock Institutional Trust
California
$44.3M -$13.8M -624,846 -25%
PC
12
Polar Capital
United Kingdom
$42.4M +$23.3M +1,059,028 +141%
Renaissance Technologies
13
Renaissance Technologies
New York
$35.9M +$11.4M +518,700 +51%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$34.3M -$6.24M -283,647 -16%
CCM
15
Channing Capital Management
Illinois
$29M +$789K +35,860 +3%
DOA
16
D'Orazio & Associates
Virginia
$22.9M +$4.41M +200,233 +26%
Barclays
17
Barclays
United Kingdom
$22.8M -$43.6M -1,979,746 -67%
Morgan Stanley
18
Morgan Stanley
New York
$20M +$13.7M +624,729 +272%
GAM
19
Gotham Asset Management
New York
$20M +$5.26M +238,790 +39%
FCH
20
Freestone Capital Holdings
Washington
$18.5M -$441K -20,026 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$18.3M +$2.07M +94,245 +14%
State Street
22
State Street
Massachusetts
$18.1M +$1.04M +47,330 +7%
Norges Bank
23
Norges Bank
Norway
$17M -$16M -727,325 -50%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$15.7M +$592K +26,894 +4%
MAA
25
Managed Account Advisors
New Jersey
$15M +$13.1M +593,283 +1,195%

BAH Hedge Fund Activity: Q3 2014 in Review

185 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2014, worth a combined $3.14B — up 9.6% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BAH positions and 16 closed out — a net gain of 22 holders — while 72 added to existing stakes and 50 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.4M. The largest seller was BAMCO Inc, cutting an estimated $47.7M.

  • 185 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2014, up from 165 in Q2 2014.
  • Funds reported $3.14B of Booz Allen Hamilton stock for Q3 2014, up 9.6% quarter-over-quarter.
  • 38 funds opened new Booz Allen Hamilton positions in Q3 2014 and 16 closed out, a net change of +22 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2014 was AllianceBernstein, an estimated $35.4M added.
  • The largest Booz Allen Hamilton seller in Q3 2014 was BAMCO Inc, an estimated $47.7M sold.

Based on aggregated 13F filings for Q3 2014.