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Booz Allen Hamilton
BAH

Overview Fund Activity

499 hedge funds and large institutions have $10.5B invested in Booz Allen Hamilton in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 180 increasing their positions, 188 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-22
Holders Change %
-4.22%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
46
Increased
180
Reduced
188
Closed
66
Calls
$29.1M
Puts
$12.7M
Net Calls
+$16.3M
Net Calls Change
+$9.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$787M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.43B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$110M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$41.6M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M

Top Sellers

1
BlackRock
1
BlackRock
New York
$828M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$29.8M
4
Ameriprise
4
Ameriprise
Minnesota
$121M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
451
TCI Wealth Advisors
Arizona
$14K +$5.48K +65 +64%
CCMW
452
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
CMF
453
Counterpoint Mutual Funds
California
$13K +$13K +153 New
LF
454
Lee Financial
Texas
$12K – – –
First Manhattan
455
First Manhattan
New York
$12K +$4.06K +48 +51%
TCM
456
Tradewinds Capital Management
Washington
$11K – – –
CHA
457
Carmichael Hill & Associates
Maryland
$11K – – –
PMFA
458
Plante Moran Financial Advisors
Michigan
$10K – – –
HCP
459
Hexagon Capital Partners
Arkansas
$10K – – –
GRP
460
Global Retirement Partners
California
$10K +$4.59K +56 +85%
TFA
461
Toth Financial Advisory
Virginia
$9K -$4.5K -50 -33%
MA
462
Montag & Associates
Georgia
$9K – – –
PP
463
Pacifica Partners
Canada
$9K – – –
EWA
464
Evolution Wealth Advisors
Florida
$9K +$1.31K +15 +17%
AWM
465
Accel Wealth Management
Iowa
$9K +$9K +101 New
SL
466
Savior LLC
Massachusetts
$8K – – –
WT
467
Whittier Trust
California
$7K – – –
HFA
468
HC Financial Advisors
California
$7K – – –
PWMG
469
Prestige Wealth Management Group
New Jersey
$6K -$985 -11 -14%
JGIA
470
Jackson Grant Investment Advisers
Connecticut
$6K +$583 +7 +11%
WAM
471
Wolverine Asset Management
Illinois
$5K -$307K -3,680 -98%
QCG
472
Quadrant Capital Group
Ohio
$5K -$833 -10 -14%
FRA
473
Front Row Advisors
California
$5K – – –
TFS
474
TrustCore Financial Services
Tennessee
$5K +$1.09K +14 +28%
TPCW
475
TD Private Client Wealth
New York
$4.77K – – –
17 18
19
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