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Booz Allen Hamilton

222 hedge funds and large institutions have $4.23B invested in Booz Allen Hamilton in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 95 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 78

0.49% more ownership

Funds ownership: 94.26%94.76% (+0.49%)

2% less capital invested

Capital invested by funds: $4.32B → $4.23B (-$83.4M)

5% less funds holding

Funds holding: 234222 (-12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

29% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $1.63M

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
222
Holders Change
-12
Holders Change %
-5.13%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
24
Increased
95
Reduced
78
Closed
36
Calls
$1.15M
Puts
$1.63M
Net Calls
-$476K
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$862M
Vanguard Group
2
Vanguard Group
Pennsylvania
$316M +$17.2M +603,210 +6%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$197M +$26.2M +918,010 +16%
WHG
4
Westwood Holdings Group
Texas
$182M +$25.7M +900,548 +18%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$167M -$40.9M -1,434,252 -21%
TCM
6
TimesSquare Capital Management
New York
$152M +$5.69M +199,400 +4%
Invesco
7
Invesco
Georgia
$125M -$10.9M -382,023 -8%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$118M -$860K -30,166 -0.8%
VNIM
9
Vaughan Nelson Investment Management
Texas
$116M +$3M +105,100 +3%
BAMCO Inc
10
BAMCO Inc
New York
$111M -$12.9M -452,500 -11%
AllianceBernstein
11
AllianceBernstein
Tennessee
$105M +$5.06M +177,360 +5%
BIT
12
BlackRock Institutional Trust
California
$90.6M +$1.68M +58,744 +2%
CWAM
13
Columbia Wanger Asset Management
Illinois
$78.5M +$74M +2,594,000 New
CCM
14
Channing Capital Management
Illinois
$68.1M +$831K +29,128 +1%
BAM
15
Burgundy Asset Management
Ontario, Canada
$68M -$4M -140,225 -6%
AIM
16
Artemis Investment Management
United Kingdom
$61.9M +$9.36M +328,189 +19%
Victory Capital Management
17
Victory Capital Management
Texas
$60.7M +$11.5M +402,799 +25%
Allianz Asset Management
18
Allianz Asset Management
Germany
$57.8M -$16.9M -593,256 -24%
PC
19
Polar Capital
United Kingdom
$55.5M -$83K -2,911 -0.2%
Calamos Advisors
20
Calamos Advisors
Illinois
$55.5M +$960K +33,675 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$54.2M -$115K -4,030 -0.2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$53.5M +$1.79M +62,906 +4%
Bank of America
23
Bank of America
North Carolina
$52.9M -$5.94M -208,126 -11%
AI
24
Analytic Investors
California
$52.6M +$2.6M +90,999 +6%
CCI
25
Columbus Circle Investors
$49.6M +$13.6M +477,127 +41%

BAH Hedge Fund Activity: Q1 2016 in Review

222 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2016, worth a combined $4.23B — down 1.9% from $4.32B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BAH and 24 opened new positions — a net loss of 12 holders — while 78 trimmed existing stakes and 95 added.

The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $74M. The largest seller was Fidelity Investments, cutting an estimated $40.9M.

  • 222 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2016, down from 234 in Q4 2015.
  • Funds reported $4.23B of Booz Allen Hamilton stock for Q1 2016, down 1.9% quarter-over-quarter.
  • 24 funds opened new Booz Allen Hamilton positions in Q1 2016 and 36 closed out, a net change of -12 holders.
  • The largest Booz Allen Hamilton buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $74M added.
  • The largest Booz Allen Hamilton seller in Q1 2016 was Fidelity Investments, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2016.