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 %
VP
401
Verum Partners
North Carolina
$394K +$394K +3,526 New
GWANC
402
Guardian Wealth Advisors (North Carolina)
North Carolina
$392K -$5.92K -53 -1%
AAS
403
Avantax Advisory Services
Texas
$390K +$12.6K +113 +3%
EI
404
Ethic Inc
New York
$390K +$4.58K +41 +1%
MGIA
405
Moneta Group Investment Advisors
Missouri
$389K +$59.3K +531 +18%
Aberdeen Group
406
Aberdeen Group
United Kingdom
$386K -$2.01K -18 -0.5%
IWM
407
IHT Wealth Management
Illinois
$384K +$24K +215 +7%
PWG
408
Portside Wealth Group
Utah
$376K +$376K +3,365 New
BAMF
409
BI Asset Management Fondsmaeglerselskab
Denmark
$367K +$303K +2,717 +474%
MYAM
410
Meiji Yasuda Asset Management
Japan
$363K +$1.12K +10 +0.3%
Manulife (Manufacturers Life Insurance)
411
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$361K -$7.81K -70 -2%
BOH
412
Bank of Hawaii
Hawaii
$360K – – –
CWA
413
Carolina Wealth Advisors
South Carolina
$360K +$360K +3,222 New
EFSCE
414
Enterprise Financial Services Corp (EFSC)
Missouri
$349K -$3.68K -33 -1%
BFA
415
BMS Financial Advisors
South Dakota
$348K -$165K -1,479 -32%
FEM
416
Fulcrum Equity Management
Texas
$346K +$346K +3,101 New
TMAM
417
Tokio Marine Asset Management
Japan
$341K +$9.26K +83 +3%
CCA
418
Cadent Capital Advisors
Oklahoma
$339K +$112 +1 +0%
UC
419
Unio Capital
New Jersey
$336K -$5.33M -47,724 -94%
DCM
420
Dudley Capital Management
Virginia
$336K – – –
PFO
421
Pathstone Family Office
New Jersey
$336K +$336K +3,008 New
AWM
422
Avior Wealth Management
Nebraska
$335K -$254K -2,277 -43%
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$329K +$210K +1,878 +176%
CT
424
Colonial Trust
South Carolina
$329K -$1.12K -10 -0.3%
Mercer Global Advisors
425
Mercer Global Advisors
Colorado
$324K -$28.2K -253 -8%
15 16
17
18 19