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Booz Allen Hamilton

199 hedge funds and large institutions have $3.64B invested in Booz Allen Hamilton in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

7% more capital invested

Capital invested by funds: $3.4B → $3.64B (+$246M)

3.42% more ownership

Funds ownership: 91.38%94.8% (+3.4%)

6% less funds holding

Funds holding: 211199 (-12)

13% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $1.75M

15% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 79

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
199
Holders Change
-12
Holders Change %
-5.69%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
29
Increased
67
Reduced
79
Closed
38
Calls
$1.51M
Puts
$1.75M
Net Calls
-$230K
Net Calls Change
+$516K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$1.07B
Vanguard Group
2
Vanguard Group
Pennsylvania
$238M +$4.22M +158,201 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$174M +$11.7K +437 +0%
AllianceBernstein
4
AllianceBernstein
Tennessee
$144M -$389K -14,577 -0.3%
Invesco
5
Invesco
Georgia
$132M -$5.96M -223,049 -4%
BAMCO Inc
6
BAMCO Inc
New York
$112M -$3.37M -126,039 -3%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$94.9M +$56M +2,096,416 +138%
TCM
8
TimesSquare Capital Management
New York
$84.8M +$4.04M +151,400 +5%
BIT
9
BlackRock Institutional Trust
California
$80.2M -$46.2M -1,730,068 -36%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$79.9M +$81.4M +3,047,413 New
VNIM
11
Vaughan Nelson Investment Management
Texas
$74.3M +$75.7M +2,833,650 New
WHG
12
Westwood Holdings Group
Texas
$73.5M +$74.8M +2,803,156 New
Allianz Asset Management
13
Allianz Asset Management
Germany
$71.6M -$13.7M -513,754 -16%
BAM
14
Burgundy Asset Management
Ontario, Canada
$62.5M +$7.22M +270,564 +13%
Bank of America
15
Bank of America
North Carolina
$60.7M +$29M +1,084,349 +88%
AI
16
Analytic Investors
California
$54M +$10.1M +378,801 +23%
CCM
17
Channing Capital Management
Illinois
$52.5M +$7.29M +273,200 +16%
PC
18
Polar Capital
United Kingdom
$50.8M +$5.88M +220,181 +13%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$45.9M -$1.15M -43,238 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$42.2M +$23.9M +894,158 +125%
Victory Capital Management
21
Victory Capital Management
Texas
$42M +$1.09M +40,900 +3%
Calamos Advisors
22
Calamos Advisors
Illinois
$38.4M +$1.12M +42,042 +3%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$35.2M -$38.9M -1,457,976 -52%
State Street
24
State Street
Massachusetts
$33.6M +$8.04M +301,274 +31%
Renaissance Technologies
25
Renaissance Technologies
New York
$31.4M -$19.6M -734,994 -38%

BAH Hedge Fund Activity: Q3 2015 in Review

199 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2015, worth a combined $3.64B — up 7.2% from $3.4B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BAH and 29 opened new positions — a net loss of 9 holders — while 79 trimmed existing stakes and 67 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $75.7M. The largest seller was William Blair & Company, cutting an estimated $76.7M.

  • 199 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2015, down from 211 in Q2 2015.
  • Funds reported $3.64B of Booz Allen Hamilton stock for Q3 2015, up 7.2% quarter-over-quarter.
  • 29 funds opened new Booz Allen Hamilton positions in Q3 2015 and 38 closed out, a net change of -9 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2015 was Vaughan Nelson Investment Management, an estimated $75.7M added.
  • The largest Booz Allen Hamilton seller in Q3 2015 was William Blair & Company, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2015.