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Booz Allen Hamilton

234 hedge funds and large institutions have $4.12B invested in Booz Allen Hamilton in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,742% more call options, than puts

Call options by funds: $663K | Put options by funds: $36K

82% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 61

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

5% more funds holding

Funds holding: 222234 (+12)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.9% less ownership

Funds ownership: 94.76%93.86% (-0.9%)

3% less capital invested

Capital invested by funds: $4.23B → $4.12B (-$111M)

Holders
234
Holders Change
+12
Holders Change %
+5.41%
% of All Funds
6.24%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
42
Increased
111
Reduced
61
Closed
28
Calls
$663K
Puts
$36K
Net Calls
+$627K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$474M -$357M -12,476,739 -44%
Vanguard Group
2
Vanguard Group
Pennsylvania
$352M +$41M +1,432,859 +14%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$229M +$35M +1,222,049 +19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$177M +$13.5M +471,033 +9%
WHG
5
Westwood Holdings Group
Texas
$168M -$10.4M -361,698 -6%
TCM
6
TimesSquare Capital Management
New York
$140M -$8.15M -284,850 -6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$126M +$22.5M +785,165 +23%
Invesco
8
Invesco
Georgia
$123M +$835K +29,179 +0.7%
VNIM
9
Vaughan Nelson Investment Management
Texas
$118M +$3.74M +130,550 +3%
BIT
10
BlackRock Institutional Trust
California
$114M +$24.7M +861,532 +29%
BAMCO Inc
11
BAMCO Inc
New York
$107M -$1.83M -64,035 -2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$99.4M +$78.9M +2,756,887 +461%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$97.4M -$17.8M -621,314 -16%
Victory Capital Management
14
Victory Capital Management
Texas
$90.6M +$30.1M +1,051,943 +52%
CCM
15
Channing Capital Management
Illinois
$69.1M +$2.33M +81,526 +4%
CWAM
16
Columbia Wanger Asset Management
Illinois
$67.6M -$8.93M -311,864 -12%
BAM
17
Burgundy Asset Management
Ontario, Canada
$65.8M -$687K -24,018 -1%
AIM
18
Artemis Investment Management
United Kingdom
$63.1M +$2.4M +83,791 +4%
AI
19
Analytic Investors
California
$60.1M +$8.26M +288,508 +17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$60.1M +$6.72M +234,923 +13%
Allianz Asset Management
21
Allianz Asset Management
Germany
$57M +$450K +15,704 +0.8%
PC
22
Polar Capital
United Kingdom
$55.3M +$932K +32,572 +2%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$48.3M -$3.96M -138,353 -8%
State Street
24
State Street
Massachusetts
$43.2M +$1.32M +46,136 +3%
WRF
25
Waddell & Reed Financial
Kansas
$43.1M +$5.13M +179,318 +14%

BAH Hedge Fund Activity: Q2 2016 in Review

234 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2016, worth a combined $4.12B — down 2.6% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BAH positions and 28 closed out — a net gain of 14 holders — while 111 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $78.9M. The largest seller was Carlyle Group, cutting an estimated $357M.

  • 234 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2016, up from 222 in Q1 2016.
  • Funds reported $4.12B of Booz Allen Hamilton stock for Q2 2016, down 2.6% quarter-over-quarter.
  • 42 funds opened new Booz Allen Hamilton positions in Q2 2016 and 28 closed out, a net change of +14 holders.
  • The largest Booz Allen Hamilton buyer in Q2 2016 was T. Rowe Price Associates, an estimated $78.9M added.
  • The largest Booz Allen Hamilton seller in Q2 2016 was Carlyle Group, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2016.