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Booz Allen Hamilton

242 hedge funds and large institutions have $5.11B invested in Booz Allen Hamilton in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

12% more capital invested

Capital invested by funds: $4.58B → $5.11B (+$537M)

2.82% less ownership

Funds ownership: 94.78%91.96% (-2.8%)

9% less funds holding

Funds holding: 267242 (-25)

18% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 99

39% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 57

66% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $6.96M

Holders
242
Holders Change
-25
Holders Change %
-9.36%
% of All Funds
6.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
35
Increased
81
Reduced
99
Closed
57
Calls
$2.38M
Puts
$6.96M
Net Calls
-$4.58M
Net Calls Change
+$6.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$554M +$1.8M +52,449 +0.4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$388M +$49.7M +1,446,962 +16%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$282M -$10.6M -308,301 -4%
BlackRock
4
BlackRock
New York
$253M -$60.3M -1,755,159 -21%
TCM
5
TimesSquare Capital Management
New York
$225M -$4.21M -122,385 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$225M +$42.4M +1,232,600 +26%
AllianceBernstein
7
AllianceBernstein
Tennessee
$224M -$2.53M -73,530 -1%
WHG
8
Westwood Holdings Group
Texas
$204M +$12.5M +364,002 +7%
BCIM
9
Black Creek Investment Management
Ontario, Canada
$149M +$137M +3,977,866 New
Wells Fargo
10
Wells Fargo
California
$144M -$7.53M -219,046 -5%
FPP
11
Findlay Park Partners
United Kingdom
$138M
Ameriprise
12
Ameriprise
Minnesota
$137M +$8.61M +250,461 +7%
Invesco
13
Invesco
Georgia
$130M -$1.08M -31,305 -0.9%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$119M -$14.5M -422,776 -12%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$110M +$66.3K +1,928 +0.1%
Citadel Advisors
16
Citadel Advisors
Florida
$108M +$54M +1,571,542 +120%
American Century Companies
17
American Century Companies
Missouri
$90.1M -$12M -348,656 -13%
State Street
18
State Street
Massachusetts
$74.9M -$2.92M -84,870 -4%
CCM
19
Channing Capital Management
Illinois
$69.3M -$14.4M -418,550 -18%
WRF
20
Waddell & Reed Financial
Kansas
$63.3M -$2.06M -59,930 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$60.2M -$13M -377,286 -19%
VNIM
22
Vaughan Nelson Investment Management
Texas
$59.8M -$512K -14,900 -0.9%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$58.9M -$2.87M -83,625 -5%
BAM
24
Burgundy Asset Management
Ontario, Canada
$53.8M -$24.6M -714,707 -33%
AQR Capital Management
25
AQR Capital Management
Connecticut
$52.9M -$26M -757,298 -35%

BAH Hedge Fund Activity: Q3 2017 in Review

242 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2017, worth a combined $5.11B — up 12% from $4.58B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of BAH and 35 opened new positions — a net loss of 22 holders — while 99 trimmed existing stakes and 81 added.

The largest buyer was Black Creek Investment Management, opening a new position worth an estimated $137M. The largest seller was BlackRock, cutting an estimated $60.3M.

  • 242 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2017, down from 267 in Q2 2017.
  • Funds reported $5.11B of Booz Allen Hamilton stock for Q3 2017, up 12% quarter-over-quarter.
  • 35 funds opened new Booz Allen Hamilton positions in Q3 2017 and 57 closed out, a net change of -22 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2017 was Black Creek Investment Management, an estimated $137M added.
  • The largest Booz Allen Hamilton seller in Q3 2017 was BlackRock, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2017.