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Booz Allen Hamilton
BAH

Overview Fund Activity

629 hedge funds and large institutions have $15.9B invested in Booz Allen Hamilton in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 274 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
87
Increased
189
Reduced
274
Closed
77
Calls
$33.4M
Puts
$9.73M
Net Calls
+$23.7M
Net Calls Change
+$25.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.28B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$606M
3
Invesco
3
Invesco
Georgia
$180M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$199M
5
AM
5
AGF Management
Ontario, Canada
$139M

Top Sellers

1
DekaBank Deutsche Girozentrale
1
DekaBank Deutsche Girozentrale
Germany
$16.7M
2
Millennium Management
2
Millennium Management
New York
$6.27M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$205M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.18M
5
BCIM
5
Black Creek Investment Management
Ontario, Canada
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
576
CVA Family Office
Colorado
$6.91K +$6.91K +54 New
EWA
577
EverSource Wealth Advisors
Alabama
$6.52K +$384 +3 +6%
LWA
578
Lowe Wealth Advisors
Maryland
$6.52K – – –
SA
579
Scarborough Advisors
Maryland
$6.4K +$6.4K +50 New
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$6.14K +$1.28K +10 +26%
JFG
581
JDM Financial Group
Texas
$5.76K – – –
BWM
582
Baystate Wealth Management
Massachusetts
$5.63K – – –
BIA
583
Bell Investment Advisors
California
$5.37K – – –
CCM
584
Chilton Capital Management
Texas
$5.12K +$5.12K +40 New
BWL
585
Bogart Wealth LLC
Virginia
$5.12K – – –
CPG
586
Custom Portfolio Group
Colorado
$5.12K +$5.12K +40 New
Jones Financial Companies
587
Jones Financial Companies
Missouri
$4.99K +$4.99K +39 New
PFBT
588
Parkside Financial Bank & Trust
Missouri
$4.73K – – –
SIC
589
SJS Investment Consulting
Ohio
$4.48K +$128 +1 +3%
KFS
590
Kelly Financial Services
Massachusetts
$4.48K +$4.48K +35 New
BGAI
591
Bruce G. Allen Investments
Colorado
$4.35K +$4.35K +34 New
CPG
592
Cornerstone Planning Group
New Jersey
$4.22K -$512 -4 -11%
FUBT
593
First United Bank & Trust
Maryland
$4.09K +$4.09K +32 New
MCM
594
Manchester Capital Management
Vermont
$3.58K -$128 -1 -3%
DPW
595
DiNuzzo Private Wealth
Pennsylvania
$3.58K +$3.58K +28 New
AIC
596
Archer Investment Corporation
Indiana
$3.58K – – –
PWMG
597
Private Wealth Management Group
New Jersey
$3.45K +$3.45K +27 New
AIMA
598
Ables Iannone Moore & Associates
Georgia
$3.45K +$3.45K +27 New
ME
599
McIlrath & Eck
Washington
$3.45K +$3.45K +27 New
WT
600
Washington Trust
Rhode Island
$3.33K – – –
22 23
24
25 26