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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 %
CAAS
451
Capital Asset Advisory Services
Michigan
$264K -$68.2K -602 -21%
LWAM
452
Legacy Wealth Asset Management
Minnesota
$262K +$5.25K +47 +2%
MIM
453
Morningstar Investment Management
Illinois
$258K +$258K +2,316 New
GT
454
Glenmede Trust
Pennsylvania
$255K – – –
CIA
455
Capital Investment Advisors
Georgia
$252K +$252K +2,259 New
LFA
456
LGT Financial Advisors
Texas
$252K -$25K -224 -9%
YCM
457
Yousif Capital Management
Michigan
$250K -$22.8K -204 -8%
SOW
458
State of Wyoming
Wyoming
$244K +$8.15K +73 +3%
CCWM
459
Cassaday & Co Wealth Management
Virginia
$243K – – –
BOSSRA
460
B.O.S.S. Retirement Advisors
Utah
$240K +$240K +2,146 New
SW
461
SVB Wealth
Massachusetts
$234K -$25.8K -231 -10%
BAM
462
Belpointe Asset Management
Nevada
$230K -$321K -2,873 -58%
BWM
463
Baron Wealth Management
Michigan
$229K +$229K +2,050 New
CI Investments Inc
464
CI Investments Inc
Ontario, Canada
$227K +$18.3K +164 +9%
BL
465
Balentine LLC
Georgia
$224K +$224K +2,011 New
BFEC
466
Benjamin F. Edwards & Company
Missouri
$224K +$13.8K +124 +7%
BC
467
Barrett & Company
Rhode Island
$223K – – –
Wealth Enhancement Advisory Services
468
Wealth Enhancement Advisory Services
Minnesota
$222K +$222K +1,987 New
NP
469
Nilsine Partners
Colorado
$221K +$221K +1,977 New
FC
470
Forte Capital
New York
$216K +$216K +1,933 New
PCS
471
Personal CFO Solutions
New Jersey
$215K +$215K +1,926 New
PCA
472
Peddock Capital Advisors
Massachusetts
$214K +$214K +1,920 New
ETC
473
Exchange Traded Concepts
Oklahoma
$212K -$61K -547 -22%
FL
474
Fort LP
Maryland
$211K -$108K -971 -34%
FHA
475
Flagship Harbor Advisors
Massachusetts
$210K +$210K +1,882 New
17 18
19
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