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Booz Allen Hamilton

270 hedge funds and large institutions have $5.04B invested in Booz Allen Hamilton in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.48% more ownership

Funds ownership: 92.58%95.06% (+2.5%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

1% more capital invested

Capital invested by funds: $4.99B → $5.04B (+$53.2M)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

3% less funds holding

Funds holding: 279270 (-9)

17% less call options, than puts

Call options by funds: $911K | Put options by funds: $1.1M

64% less funds holding in top 10

Funds holding in top 10: 114 (-7)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
6.72%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.1%
New
43
Increased
104
Reduced
98
Closed
43
Calls
$911K
Puts
$1.1M
Net Calls
-$188K
Net Calls Change
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$514M +$35M +979,130 +7%
BlackRock
2
BlackRock
New York
$291M +$280M +7,826,286 +1,951%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$275M +$24M +672,544 +9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$258M +$2.2M +61,616 +0.9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$215M +$15.1M +422,448 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$195M +$9.25M +258,866 +5%
WHG
7
Westwood Holdings Group
Texas
$187M -$23M -642,668 -11%
TCM
8
TimesSquare Capital Management
New York
$161M +$16.4M +457,855 +11%
Wells Fargo
9
Wells Fargo
California
$150M +$75.5M +2,113,070 +100%
Invesco
10
Invesco
Georgia
$130M +$68.6K +1,919 +0.1%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$119M +$7.53M +210,876 +7%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$119M +$62.3M +1,745,089 +108%
American Century Companies
13
American Century Companies
Missouri
$110M +$5.63M +157,548 +5%
FPP
14
Findlay Park Partners
United Kingdom
$86.3M +$87.1M +2,438,708 New
CCM
15
Channing Capital Management
Illinois
$84.8M -$2.71M -75,723 -3%
AQR Capital Management
16
AQR Capital Management
Connecticut
$82.2M +$25.2M +704,968 +44%
Victory Capital Management
17
Victory Capital Management
Texas
$81.7M +$3.91M +109,356 +5%
BAM
18
Burgundy Asset Management
Ontario, Canada
$76.6M -$7.65M -214,001 -9%
VNIM
19
Vaughan Nelson Investment Management
Texas
$76.1M -$296K -8,275 -0.4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$74.9M +$6.72M +187,998 +10%
Allianz Asset Management
21
Allianz Asset Management
Germany
$71M -$6.18M -173,063 -8%
WRF
22
Waddell & Reed Financial
Kansas
$63.7M +$898K +25,130 +1%
State Street
23
State Street
Massachusetts
$63.3M +$5.91M +165,558 +10%
Ameriprise
24
Ameriprise
Minnesota
$62.6M +$20.3M +567,311 +47%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$58.9M +$149K +4,178 +0.3%

BAH Hedge Fund Activity: Q1 2017 in Review

270 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2017, worth a combined $5.04B — up 1.1% from $4.99B a quarter earlier.

Fund positioning in BAH was balanced in Q1 2017: 43 funds opened new positions, 43 closed out, 104 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $280M. The largest seller was Barclays, cutting an estimated $59.8M.

  • 270 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2017, down from 279 in Q4 2016.
  • Funds reported $5.04B of Booz Allen Hamilton stock for Q1 2017, up 1.1% quarter-over-quarter.
  • 43 funds opened new Booz Allen Hamilton positions in Q1 2017 and 43 closed out, a net change of 0 holders.
  • The largest Booz Allen Hamilton buyer in Q1 2017 was BlackRock, an estimated $280M added.
  • The largest Booz Allen Hamilton seller in Q1 2017 was Barclays, an estimated $59.8M sold.

Based on aggregated 13F filings for Q1 2017.