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Booz Allen Hamilton

332 hedge funds and large institutions have $6.66B invested in Booz Allen Hamilton in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 93 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

15% more capital invested

Capital invested by funds: $5.77B → $6.66B (+$889M)

6% more funds holding

Funds holding: 313332 (+19)

0.77% more ownership

Funds ownership: 93.34%94.1% (+0.77%)

30% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 132

96% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $53.5M

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
7.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
59
Increased
93
Reduced
132
Closed
38
Calls
$1.99M
Puts
$53.5M
Net Calls
-$51.5M
Net Calls Change
-$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$742M -$917K -18,791 -0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$573M +$25.7M +526,712 +5%
BlackRock
3
BlackRock
New York
$504M +$90.4M +1,853,333 +22%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$363M +$4.15M +85,029 +1%
BCIM
5
Black Creek Investment Management
Ontario, Canada
$276M -$41.3M -846,542 -13%
American Century Companies
6
American Century Companies
Missouri
$247M +$148M +3,041,524 +158%
TCM
7
TimesSquare Capital Management
New York
$236M -$25.3M -519,610 -10%
Ameriprise
8
Ameriprise
Minnesota
$194M -$22M -451,826 -10%
Wells Fargo
9
Wells Fargo
California
$193M +$20.5M +420,157 +12%
AllianceBernstein
10
AllianceBernstein
Tennessee
$189M -$19.8M -406,688 -10%
Invesco
11
Invesco
Georgia
$132M -$12.8M -261,962 -9%
WHG
12
Westwood Holdings Group
Texas
$127M -$72.4M -1,483,615 -37%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$116M -$2.05M -41,988 -2%
State Street
14
State Street
Massachusetts
$101M +$5.33M +109,193 +6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$98.6M -$65M -1,331,783 -40%
JP Morgan Chase
16
JP Morgan Chase
New York
$93.6M +$77.6M +1,591,484 +541%
CCM
17
Channing Capital Management
Illinois
$82.8M -$20.2M -415,033 -20%
AIM
18
Artemis Investment Management
United Kingdom
$82M +$16.1M +329,172 +25%
WRF
19
Waddell & Reed Financial
Kansas
$79.4M +$2.52M +51,614 +3%
PC
20
Polar Capital
United Kingdom
$77.8M -$2.03M -41,645 -3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$67.4M +$2.76M +56,556 +4%
BAM
22
Burgundy Asset Management
Ontario, Canada
$64.1M -$4.12M -84,429 -6%
VNIM
23
Vaughan Nelson Investment Management
Texas
$63.2M -$10.4M -213,875 -14%
Norges Bank
24
Norges Bank
Norway
$62.4M
AQR Capital Management
25
AQR Capital Management
Connecticut
$62.2M -$9.94M -203,673 -14%

BAH Hedge Fund Activity: Q3 2018 in Review

332 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2018, worth a combined $6.66B — up 15% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BAH positions and 38 closed out — a net gain of 21 holders — while 93 added to existing stakes and 132 trimmed.

The largest buyer was American Century Companies, adding an estimated $148M. The largest seller was Westwood Holdings Group, cutting an estimated $72.4M.

  • 332 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2018, up from 313 in Q2 2018.
  • Funds reported $6.66B of Booz Allen Hamilton stock for Q3 2018, up 15% quarter-over-quarter.
  • 59 funds opened new Booz Allen Hamilton positions in Q3 2018 and 38 closed out, a net change of +21 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2018 was American Century Companies, an estimated $148M added.
  • The largest Booz Allen Hamilton seller in Q3 2018 was Westwood Holdings Group, an estimated $72.4M sold.

Based on aggregated 13F filings for Q3 2018.