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Booz Allen Hamilton

568 hedge funds and large institutions have $11.3B invested in Booz Allen Hamilton in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 187 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 48

63% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $10.1M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 187

5% more funds holding

Funds holding: 539568 (+29)

1.67% more ownership

Funds ownership: 90.83%92.51% (+1.7%)

4% more capital invested

Capital invested by funds: $10.9B → $11.3B (+$428M)

Holders
568
Holders Change
+29
Holders Change %
+5.38%
% of All Funds
9.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
83
Increased
223
Reduced
187
Closed
48
Calls
$16.4M
Puts
$10.1M
Net Calls
+$6.34M
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B -$7.44M -78,494 -0.6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$977M -$230M -2,427,396 -19%
BlackRock
3
BlackRock
New York
$888M -$23.6M -248,778 -3%
Ameriprise
4
Ameriprise
Minnesota
$432M +$92.1M +971,734 +26%
JP Morgan Chase
5
JP Morgan Chase
New York
$309M -$16M -168,965 -5%
ACM
6
Atlanta Capital Management
Georgia
$292M -$294K -3,099 -0.1%
State Street
7
State Street
Massachusetts
$274M +$4.12M +43,441 +1%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$243M -$48M -506,346 -16%
Invesco
9
Invesco
Georgia
$241M +$48.1M +507,177 +24%
BCIM
10
Black Creek Investment Management
Ontario, Canada
$231M -$189M -1,995,066 -44%
AllianceBernstein
11
AllianceBernstein
Tennessee
$219M -$15.7M -165,115 -7%
First Trust Advisors
12
First Trust Advisors
Illinois
$188M -$17M -179,719 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$173M +$2.45M +25,874 +1%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$166M +$142M +1,493,250 +492%
Truist Financial
15
Truist Financial
North Carolina
$163M +$5.57M +58,739 +3%
Bank of America
16
Bank of America
North Carolina
$147M +$15.6M +164,964 +12%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$120M +$28.6M +302,127 +30%
CAM
18
Congress Asset Management
Massachusetts
$119M -$11.4M -119,933 -9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$116M +$1.59M +16,730 +1%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$115M -$13M -137,420 -10%
Norges Bank
21
Norges Bank
Norway
$115M +$2.98M +31,474 +3%
Morgan Stanley
22
Morgan Stanley
New York
$114M +$19.5M +206,259 +20%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$109M -$9.31M -98,175 -8%
GKIM
24
GW&K Investment Management
Massachusetts
$107M +$7.7M +81,248 +8%
Goldman Sachs
25
Goldman Sachs
New York
$101M +$33.5M +353,402 +48%

BAH Hedge Fund Activity: Q3 2022 in Review

568 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2022, worth a combined $11.3B — up 3.9% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new BAH positions and 48 closed out — a net gain of 35 holders — while 223 added to existing stakes and 187 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $142M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 568 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2022, up from 539 in Q2 2022.
  • Funds reported $11.3B of Booz Allen Hamilton stock for Q3 2022, up 3.9% quarter-over-quarter.
  • 83 funds opened new Booz Allen Hamilton positions in Q3 2022 and 48 closed out, a net change of +35 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2022 was VOYA Investment Management, an estimated $142M added.
  • The largest Booz Allen Hamilton seller in Q3 2022 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2022.