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Booz Allen Hamilton

234 hedge funds and large institutions have $4.32B invested in Booz Allen Hamilton in 2015 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

19% more capital invested

Capital invested by funds: $3.64B → $4.32B (+$675M)

18% more funds holding

Funds holding: 199234 (+35)

14% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 74

0.53% less ownership

Funds ownership: 94.8%94.26% (-0.53%)

53% less call options, than puts

Call options by funds: $883K | Put options by funds: $1.87M

Holders
234
Holders Change
+35
Holders Change %
+17.59%
% of All Funds
6.14%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
53
Increased
84
Reduced
74
Closed
18
Calls
$883K
Puts
$1.87M
Net Calls
-$983K
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$878M -$362M -12,476,738 -30%
Vanguard Group
2
Vanguard Group
Pennsylvania
$303M +$21.3M +735,045 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$214M +$9.13M +314,677 +5%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$173M +$74.1M +2,554,025 +84%
WHG
5
Westwood Holdings Group
Texas
$158M +$67.2M +2,316,658 +83%
TCM
6
TimesSquare Capital Management
New York
$148M +$45.7M +1,574,200 +49%
Invesco
7
Invesco
Georgia
$139M -$15.2M -522,767 -10%
BAMCO Inc
8
BAMCO Inc
New York
$127M -$3.86M -133,000 -3%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$121M +$9.19M +316,668 +9%
VNIM
10
Vaughan Nelson Investment Management
Texas
$115M +$26.2M +904,050 +32%
AllianceBernstein
11
AllianceBernstein
Tennessee
$101M -$63.9M -2,202,667 -40%
BIT
12
BlackRock Institutional Trust
California
$90.5M -$3.63M -125,095 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$82.7M +$66.4M +2,287,570 +582%
Allianz Asset Management
14
Allianz Asset Management
Germany
$77.2M -$6.62M -228,085 -8%
BAM
15
Burgundy Asset Management
Ontario, Canada
$73.6M -$8.82K -304 -0%
CCM
16
Channing Capital Management
Illinois
$68.5M +$6.32M +217,734 +11%
Bank of America
17
Bank of America
North Carolina
$60.4M -$10.4M -358,759 -15%
PC
18
Polar Capital
United Kingdom
$56.6M -$2.94M -101,155 -5%
Calamos Advisors
19
Calamos Advisors
Illinois
$55.5M +$9.7M +334,164 +23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$55.4M +$5.34M +183,831 +11%
AIM
21
Artemis Investment Management
United Kingdom
$52.9M +$16.7M +574,324 +50%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$52.6M -$1.28M -44,186 -3%
AI
23
Analytic Investors
California
$50.8M -$11.9M -410,838 -20%
Victory Capital Management
24
Victory Capital Management
Texas
$49.5M
State Street
25
State Street
Massachusetts
$41.5M +$1.86M +63,979 +5%

BAH Hedge Fund Activity: Q4 2015 in Review

234 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2015, worth a combined $4.32B — up 19% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BAH positions and 18 closed out — a net gain of 35 holders — while 84 added to existing stakes and 74 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $74.1M. The largest seller was Carlyle Group, cutting an estimated $362M.

  • 234 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2015, up from 199 in Q3 2015.
  • Funds reported $4.32B of Booz Allen Hamilton stock for Q4 2015, up 19% quarter-over-quarter.
  • 53 funds opened new Booz Allen Hamilton positions in Q4 2015 and 18 closed out, a net change of +35 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2015 was William Blair Investment Management, an estimated $74.1M added.
  • The largest Booz Allen Hamilton seller in Q4 2015 was Carlyle Group, an estimated $362M sold.

Based on aggregated 13F filings for Q4 2015.