Booz Allen Hamilton
634 hedge funds and large institutions have $12.5B invested in Booz Allen Hamilton in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 220 increasing their positions, 217 reducing their positions, and 47 closing their positions.
174% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 47
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
12% more funds holding
Funds holding: 568 → 634 (+66)
11% more capital invested
Capital invested by funds: $11.3B → $12.5B (+$1.23B)
1% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 217
9% less call options, than puts
Call options by funds: $10.7M | Put options by funds: $11.8M
1.13% less ownership
Funds ownership: 92.3% → 91.16% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$400M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
+$281M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$114M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$109M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$61.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
-$140M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$90.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$81.2M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$61.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$57M |
BAH Hedge Fund Activity: Q4 2022 in Review
634 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2022, worth a combined $12.5B — up 11% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new BAH positions and 47 closed out — a net gain of 82 holders — while 220 added to existing stakes and 217 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $400M. The largest seller was Black Creek Investment Management, cutting an estimated $140M.
- 634 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2022, up from 568 in Q3 2022.
- Funds reported $12.5B of Booz Allen Hamilton stock for Q4 2022, up 11% quarter-over-quarter.
- 129 funds opened new Booz Allen Hamilton positions in Q4 2022 and 47 closed out, a net change of +82 holders.
- The largest Booz Allen Hamilton buyer in Q4 2022 was Morgan Stanley, an estimated $400M added.
- The largest Booz Allen Hamilton seller in Q4 2022 was Black Creek Investment Management, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2022.