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Booz Allen Hamilton

210 hedge funds and large institutions have $3.53B invested in Booz Allen Hamilton in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

29% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 65

22% more call options, than puts

Call options by funds: $90K | Put options by funds: $74K

14% more funds holding

Funds holding: 185210 (+25)

12% more capital invested

Capital invested by funds: $3.14B → $3.53B (+$387M)

2.86% less ownership

Funds ownership: 92.79%89.93% (-2.9%)

Holders
210
Holders Change
+25
Holders Change %
+13.51%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
44
Increased
84
Reduced
65
Closed
17
Calls
$90K
Puts
$74K
Net Calls
+$16K
Net Calls Change
-$624K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$1.39B -$274M -10,557,240 -17%
AllianceBernstein
2
AllianceBernstein
Tennessee
$187M -$7.8M -300,163 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$186M +$29M +1,117,364 +19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$163M -$4.6M -176,931 -3%
Invesco
5
Invesco
Georgia
$157M +$36.2M +1,393,721 +31%
BAMCO Inc
6
BAMCO Inc
New York
$126M -$971K -37,397 -0.8%
Allianz Asset Management
7
Allianz Asset Management
Germany
$82.5M -$5.71M -219,857 -7%
William Blair & Company
8
William Blair & Company
Illinois
$62.2M +$11.3M +435,913 +23%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$61M +$713K +27,449 +1%
BAM
10
Burgundy Asset Management
Ontario, Canada
$56.3M +$1.31M +50,360 +2%
BIT
11
BlackRock Institutional Trust
California
$55.9M +$5.56M +214,248 +11%
SFM
12
Systematic Financial Management
New Jersey
$55.4M +$54.2M +2,087,636 New
PC
13
Polar Capital
United Kingdom
$50.6M +$2.48M +95,546 +5%
Renaissance Technologies
14
Renaissance Technologies
New York
$45.2M +$4.44M +171,100 +11%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$42.8M +$3.85M +148,052 +10%
CCM
16
Channing Capital Management
Illinois
$36.5M +$3.58M +137,984 +11%
AI
17
Analytic Investors
California
$31.2M +$15M +577,810 +97%
Victory Capital Management
18
Victory Capital Management
Texas
$30.1M +$29.5M +1,134,000 New
DOA
19
D'Orazio & Associates
Virginia
$26M -$17.8K -685 -0.1%
GAM
20
Gotham Asset Management
New York
$24.4M +$1.73M +66,759 +8%
FCH
21
Freestone Capital Holdings
Washington
$21.9M +$888K +34,197 +4%
Morgan Stanley
22
Morgan Stanley
New York
$21.5M -$1.16M -44,656 -5%
State Street
23
State Street
Massachusetts
$21.2M +$662K +25,483 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$19.8M +$3.12M +120,139 +19%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$19.4M +$1.62M +62,541 +9%

BAH Hedge Fund Activity: Q4 2014 in Review

210 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2014, worth a combined $3.53B — up 12% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BAH positions and 17 closed out — a net gain of 27 holders — while 84 added to existing stakes and 65 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $54.2M. The largest seller was Carlyle Group, cutting an estimated $274M.

  • 210 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2014, up from 185 in Q3 2014.
  • Funds reported $3.53B of Booz Allen Hamilton stock for Q4 2014, up 12% quarter-over-quarter.
  • 44 funds opened new Booz Allen Hamilton positions in Q4 2014 and 17 closed out, a net change of +27 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2014 was Systematic Financial Management, an estimated $54.2M added.
  • The largest Booz Allen Hamilton seller in Q4 2014 was Carlyle Group, an estimated $274M sold.

Based on aggregated 13F filings for Q4 2014.