BAH ranks #1043 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BAH is a top-conviction position for Black Creek Investment Management Inc. — at 9.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BAH belongs to BlackRock, Inc., but the position matters far more to Black Creek Investment Management Inc., who has 9.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Invesco Ltd. has added to its BAH position for two straight quarters, increasing it by $56.1M to reach $125.4M today.
Morgan Stanley has trimmed its BAH position for two straight quarters, cutting it by $361.7M while still holding $103.6M.
BAH is down 2.9% today, but institutions show net buying of $971.8M this quarter — a divergence between today's price move and the underlying institutional flow.