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Booz Allen Hamilton

290 hedge funds and large institutions have $5.21B invested in Booz Allen Hamilton in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $848K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

8% more funds holding

Funds holding: 269290 (+21)

1% more capital invested

Capital invested by funds: $5.18B → $5.21B (+$34M)

0.36% less ownership

Funds ownership: 93.18%92.82% (-0.36%)

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
54
Increased
108
Reduced
88
Closed
27
Calls
$1.82M
Puts
$848K
Net Calls
+$973K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$569M +$2.06M +53,233 +0.4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$439M +$39.5M +1,022,176 +10%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$286M +$23.6M +611,308 +9%
BlackRock
4
BlackRock
New York
$257M +$60K +1,552 +0%
BCIM
5
Black Creek Investment Management
Ontario, Canada
$242M +$35.4M +914,951 +17%
AllianceBernstein
6
AllianceBernstein
Tennessee
$225M -$10M -258,929 -4%
TCM
7
TimesSquare Capital Management
New York
$223M -$5.79M -149,739 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$216M -$52.8M -1,366,701 -20%
WHG
9
Westwood Holdings Group
Texas
$204M -$13M -337,455 -6%
Ameriprise
10
Ameriprise
Minnesota
$165M +$47.4M +1,227,101 +40%
Wells Fargo
11
Wells Fargo
California
$146M +$485K +12,546 +0.3%
Invesco
12
Invesco
Georgia
$114M +$1.37M +35,406 +1%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$88M +$862K +22,310 +1%
CCM
14
Channing Capital Management
Illinois
$85.9M -$1.6M -41,510 -2%
PC
15
Polar Capital
United Kingdom
$75.7M +$34.7M +897,155 +85%
State Street
16
State Street
Massachusetts
$74M -$1.49M -38,416 -2%
Citadel Advisors
17
Citadel Advisors
Florida
$66.7M -$18.4M -476,930 -22%
WRF
18
Waddell & Reed Financial
Kansas
$64M -$531K -13,740 -0.8%
American Century Companies
19
American Century Companies
Missouri
$60.8M -$7.82M -202,232 -11%
VNIM
20
Vaughan Nelson Investment Management
Texas
$58.5M +$3.19M +82,435 +6%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$57.8M -$137K -3,538 -0.2%
BAM
22
Burgundy Asset Management
Ontario, Canada
$56.3M -$221K -5,718 -0.4%
AQR Capital Management
23
AQR Capital Management
Connecticut
$55.7M -$1.01M -26,160 -2%
Norges Bank
24
Norges Bank
Norway
$48.7M -$80.9K -2,092 -0.2%
Allianz Asset Management
25
Allianz Asset Management
Germany
$46.5M +$5.04M +130,474 +12%

BAH Hedge Fund Activity: Q1 2018 in Review

290 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2018, worth a combined $5.21B — up 0.66% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BAH positions and 27 closed out — a net gain of 27 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $47.4M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $127M sold.

  • 290 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2018, up from 269 in Q4 2017.
  • Funds reported $5.21B of Booz Allen Hamilton stock for Q1 2018, up 0.66% quarter-over-quarter.
  • 54 funds opened new Booz Allen Hamilton positions in Q1 2018 and 27 closed out, a net change of +27 holders.
  • The largest Booz Allen Hamilton buyer in Q1 2018 was Ameriprise, an estimated $47.4M added.
  • The largest Booz Allen Hamilton seller in Q1 2018 was Adage Capital Partners, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2018.