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Booz Allen Hamilton
BAH

Overview Fund Activity

627 hedge funds and large institutions have $13.1B invested in Booz Allen Hamilton in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 187 increasing their positions, 261 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
10%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
88
Increased
187
Reduced
261
Closed
62
Calls
$20.7M
Puts
$22.7M
Net Calls
-$1.98M
Net Calls Change
+$13.8M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$218M
2
AM
AGF Management
Ontario, Canada
$84.5M
3
Ameriprise
Ameriprise
Minnesota
$497M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$324M
5
NCMU
NAYA Capital Management (UK)
United Kingdom
$173M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.09B
2
BCIM
Black Creek Investment Management
Ontario, Canada
$160M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$20.5M
4
CAM
Close Asset Management
United Kingdom
$24.5M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
426
Thoroughbred Financial Services
Tennessee
$380K +$380K +3,482 New
PCM
427
Prelude Capital Management
New York
$375K +$375K +3,435 New
Aberdeen Group
428
Aberdeen Group
United Kingdom
$372K -$5.46K -50 -1%
PWG
429
Portside Wealth Group
Utah
$365K -$2.84K -26 -0.8%
VAS
430
Vestmark Advisory Solutions
Massachusetts
$362K -$706K -6,461 -66%
AC
431
Avestar Capital
New York
$362K -$50.7K -464 -12%
BP
432
BBR Partners
New York
$362K +$362K +3,315 New
Nisa Investment Advisors
433
Nisa Investment Advisors
Missouri
$356K +$93.8K +858 +36%
CWA
434
Carolina Wealth Advisors
South Carolina
$352K – – –
IWM
435
IHT Wealth Management
Illinois
$345K -$30.6K -280 -8%
CAAS
436
Capital Asset Advisory Services
Michigan
$345K +$49.9K +394 +17%
CIA
437
Capital Investment Advisors
Georgia
$341K +$94.4K +864 +38%
FEM
438
Fulcrum Equity Management
Texas
$339K +$437 +4 +0.1%
BS
439
Bessemer Securities
New York
$337K -$477K -4,364 -59%
CCA
440
Cadent Capital Advisors
Oklahoma
$332K +$109 +1 +0%
DCM
441
Dudley Capital Management
Virginia
$329K – – –
AWM
442
Avior Wealth Management
Nebraska
$329K +$1.53K +14 +0.5%
NA
443
NewEdge Advisors
Louisiana
$329K -$93.1K -852 -22%
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$326K -$16.4K -150 -5%
UC
445
Unio Capital
New Jersey
$323K -$6.88K -63 -2%
MM
446
MQS Management
New York
$322K +$322K +2,948 New
CT
447
Colonial Trust
South Carolina
$321K -$546 -5 -0.2%
AWAU
448
Alliance Wealth Advisors (Utah)
Utah
$312K -$4.59K -42 -1%
STA
449
Summit Trail Advisors
New York
$309K +$8.2K +75 +3%
DCM
450
Donaldson Capital Management
Indiana
$303K +$656 +6 +0.2%
16 17
18
19 20