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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 %
IPW
601
Impact Partnership Wealth
Georgia
$3.28K -$18.8K -172 -85%
MCM
602
Manchester Capital Management
Vermont
$3.17K -$109 -1 -3%
AIC
603
Archer Investment Corporation
Indiana
$3.06K – – –
BCMLT
604
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.92K – – –
MIA
605
Milestone Investment Advisors
Wisconsin
$2.84K +$2.84K +26 New
WT
606
Washington Trust
Rhode Island
$2.84K – – –
DAM
607
Delta Asset Management
Tennessee
$2.51K – – –
TAM
608
Tucker Asset Management
Colorado
$2.19K – – –
VCM
609
Versant Capital Management
Arizona
$2.08K – – –
MTIC
610
Missouri Trust & Investment Company
Missouri
$1.53K – – –
PWA
611
Provenance Wealth Advisors
Florida
$1.53K +$1.53K +14 New
HGERS
612
Householder Group Estate & Retirement Specialist
Arizona
$1.48K +$1.48K +13 New
CWP
613
Concord Wealth Partners
Virginia
$1.42K – – –
IRC
614
Investors Research Corp
Georgia
$1.42K +$1.42K +13 New
PCTC
615
Perkins Coie Trust Company
Washington
$1.31K +$1.31K +12 New
CTWM
616
Cherry Tree Wealth Management
Minnesota
$1.2K – – –
GWM
617
Guardian Wealth Management
Illinois
$1.15K +$104 +1 +10%
AW
618
Avion Wealth
Texas
$1K – – –
TFGT
619
TS Financial Group (TSFG)
Illinois
$1K – – –
CAL
620
Capital Analysts LLC
Pennsylvania
$1K +$1K +9 New
AAP
621
Arax Advisory Partners
Colorado
$875 -$1.09K -10 -56%
LFA
622
Level Financial Advisors
New York
$874 -$8.09K -74 -90%
TWP
623
TFO Wealth Partners
Ohio
$781 +$223 +2 +40%
TWD
624
True Wealth Design
Ohio
$656 – – –
PFA
625
Pathway Financial Advisers
Indiana
$468 +$468 +4 New
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25
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