BAH icon

Booz Allen Hamilton
BAH

Overview Fund Activity

611 hedge funds and large institutions have $13.4B invested in Booz Allen Hamilton in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 207 increasing their positions, 236 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.64%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
79
Increased
207
Reduced
236
Closed
77
Calls
$16.8M
Puts
$32.6M
Net Calls
-$15.8M
Net Calls Change
-$15.1M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$117M
2
NCMU
NAYA Capital Management (UK)
United Kingdom
+$116M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$112M
4
Bessemer Group
Bessemer Group
New Jersey
+$104M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$81.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$93.9M
2
AM
AGF Management
Ontario, Canada
-$73.3M
3
WP
Woodline Partners
California
-$40.2M
4
First Trust Advisors
First Trust Advisors
Illinois
-$35.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
326
Kestra Advisory Services
Texas
$822K +$451K +4,045 +122%
RWM
327
Ritholtz Wealth Management
New York
$813K +$191K +1,710 +31%
PFA
328
Petra Financial Advisors
Colorado
$808K -$16.2K -145 -2%
NW
329
NewEdge Wealth
Pennsylvania
$795K +$431K +3,862 +119%
Wolverine Trading
330
Wolverine Trading
Illinois
$788K +$788K +7,159 New
SLI
331
Sumitomo Life Insurance
Japan
$786K -$77.2K -692 -9%
AIA
332
Alera Investment Advisors
Illinois
$783K +$32.3K +289 +4%
Squarepoint
333
Squarepoint
New York
$780K +$780K +6,990 New
MG
334
Mather Group
Illinois
$780K -$289K -2,593 -27%
MCM
335
MAI Capital Management
Ohio
$728K +$177K +1,583 +32%
Vontobel Holding
336
Vontobel Holding
Switzerland
$726K +$10.8K +97 +2%
SSA
337
Schonfeld Strategic Advisors
New York
$725K -$407K -3,649 -36%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$725K – – –
Mackenzie Financial
339
Mackenzie Financial
Ontario, Canada
$712K -$2.58M -23,017 -78%
CW
340
CreativeOne Wealth
Kansas
$699K +$39.1K +350 +6%
ASN
341
Advisory Services Network
Georgia
$699K -$5.13K -46 -0.7%
BCM
342
Bayesian Capital Management
New York
$692K +$692K +6,200 New
WF
343
WoodTrust Financial
Wisconsin
$686K – – –
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$686K +$82.8K +742 +14%
PFM
345
Premier Fund Managers
United Kingdom
$682K +$110K +1,000 +19%
FA
346
FDx Advisors
Illinois
$680K -$115K -1,035 -15%
SAS
347
Stelac Advisory Services
New York
$676K -$38.9K -349 -5%
AWS
348
Atria Wealth Solutions
New York
$673K +$205K +1,837 +44%
TIM
349
Thornburg Investment Management
New Mexico
$663K -$20.8M -186,310 -97%
Members Trust
350
Members Trust
Florida
$659K +$659K +5,902 New
12 13
14
15 16