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Booz Allen Hamilton
BAH

Overview Fund Activity

721 hedge funds and large institutions have $17.9B invested in Booz Allen Hamilton in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 273 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+19
Holders Change %
+2.71%
% of All Funds
10.49%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
93
Increased
273
Reduced
257
Closed
65
Calls
$17.6M
Puts
$7.82M
Net Calls
+$9.79M
Net Calls Change
-$6.94M

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$269M
2
CAM
2
Close Asset Management
United Kingdom
$109M
3
UBS AM
3
UBS AM
Illinois
$120M
4
GIC
4
GFI Investment Counsel
Ontario, Canada
$42.5M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$363M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.44B
2
BlackRock
2
BlackRock
New York
$1.34B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$620M
4
BCIM
4
Black Creek Investment Management
Ontario, Canada
$76.6M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
426
Kestra Private Wealth Services
Texas
$598K +$23.7K +154 +4%
ACA
427
Aptus Capital Advisors
Alabama
$589K +$5.85K +38 +1%
SAM
428
Sequent Asset Management
Texas
$578K – – –
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$574K +$39.7K +258 +7%
HAG
430
HighPoint Advisor Group
Illinois
$569K -$4.31K -31 -0.8%
GLA
431
Great Lakes Advisors
Illinois
$567K -$4.12M -26,781 -88%
MC
432
Machina Capital
France
$559K -$83.1K -540 -13%
BAM
433
Belpointe Asset Management
Nevada
$557K +$235K +1,528 +73%
ST
434
Somerset Trust
Pennsylvania
$555K -$12K -78 -2%
IC
435
IEQ Capital
California
$552K +$13.1K +85 +2%
AFCM
436
Applied Finance Capital Management
Puerto Rico
$550K +$550K +3,573 New
SSB
437
Sandy Spring Bank
Maryland
$541K +$222K +1,443 +70%
TI
438
TrueMark Investments
Illinois
$540K +$540K +3,511 New
QEI
439
QSV Equity Investors
Illinois
$540K -$92.8K -603 -15%
GWANC
440
Guardian Wealth Advisors (North Carolina)
North Carolina
$534K – – –
EIP
441
Epoch Investment Partners
New York
$532K – – –
PCS
442
Personal CFO Solutions
New Jersey
$526K -$14K -91 -3%
HHGC
443
Hunting Hill Global Capital
New York
$524K – – –
CTC
444
Central Trust Company
Missouri
$521K -$52.3K -340 -9%
FEM
445
Fulcrum Equity Management
Texas
$499K +$53.1K +345 +12%
TCM
446
Teza Capital Management
Illinois
$497K +$497K +3,227 New
PP
447
Prudential plc
United Kingdom
$495K +$262K +1,700 +112%
VI
448
Versor Investments
New York
$493K +$493K +3,205 New
BEI
449
Benjamin Edwards Inc
Missouri
$485K +$6.31K +41 +1%
QCM
450
QRG Capital Management
Illinois
$479K +$18K +117 +4%
16 17
18
19 20