We are live on ! Find out more
BAH icon

Booz Allen Hamilton

520 hedge funds and large institutions have $11B invested in Booz Allen Hamilton in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more capital invested

Capital invested by funds: $10.4B → $11B (+$552M)

4% more funds holding

Funds holding: 502520 (+18)

0.05% less ownership

Funds ownership: 91.11%91.07% (-0.05%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

43% less call options, than puts

Call options by funds: $6.55M | Put options by funds: $11.4M

Holders
520
Holders Change
+18
Holders Change %
+3.59%
% of All Funds
9.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
82
Increased
177
Reduced
193
Closed
57
Calls
$6.55M
Puts
$11.4M
Net Calls
-$4.85M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.33B +$163M +1,921,940 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21B +$23.3M +274,561 +2%
BlackRock
3
BlackRock
New York
$1.03B +$19.6M +230,042 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$829M +$738K +8,678 +0.1%
State Street
5
State Street
Massachusetts
$291M -$13.4M -158,145 -5%
BCIM
6
Black Creek Investment Management
Ontario, Canada
$258M +$5.93M +69,731 +2%
ACM
7
Atlanta Capital Management
Georgia
$188M -$15.2K -179 -0%
Ameriprise
8
Ameriprise
Minnesota
$187M +$12.9M +151,739 +8%
AllianceBernstein
9
AllianceBernstein
Tennessee
$176M -$5.31M -62,488 -3%
Bank of America
10
Bank of America
North Carolina
$145M -$28M -328,779 -17%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$143M -$39.6M -465,076 -22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$139M +$7.06M +83,017 +5%
TCM
13
TimesSquare Capital Management
New York
$139M +$6.73M +79,100 +5%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$132M -$68.6M -806,760 -35%
Goldman Sachs
15
Goldman Sachs
New York
$122M -$22.1M -260,117 -16%
Norges Bank
16
Norges Bank
Norway
$118M -$145K -1,707 -0.1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$117M +$9.39M +110,452 +9%
CAM
18
Congress Asset Management
Massachusetts
$101M +$1.35M +15,824 +1%
First Trust Advisors
19
First Trust Advisors
Illinois
$99.7M +$8.28M +97,355 +9%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$96.9M -$2.91M -34,213 -3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$88.3M +$1.72M +20,241 +2%
ACA
22
Anchor Capital Advisors
Massachusetts
$88.2M -$1.45M -17,003 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$88M +$2.44M +28,726 +3%
Wells Fargo
24
Wells Fargo
California
$86.3M -$115M -1,353,853 -58%
AAMU
25
Amundi Asset Management US
Massachusetts
$84.1M +$2.03M +23,878 +3%

BAH Hedge Fund Activity: Q4 2020 in Review

520 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2020, worth a combined $11B — up 5.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BAH positions and 57 closed out — a net gain of 25 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $163M. The largest seller was Wells Fargo, cutting an estimated $115M.

  • 520 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2020, up from 502 in Q3 2020.
  • Funds reported $11B of Booz Allen Hamilton stock for Q4 2020, up 5.3% quarter-over-quarter.
  • 82 funds opened new Booz Allen Hamilton positions in Q4 2020 and 57 closed out, a net change of +25 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2020 was T. Rowe Price Associates, an estimated $163M added.
  • The largest Booz Allen Hamilton seller in Q4 2020 was Wells Fargo, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2020.