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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 %
IGWM
601
ICA Group Wealth Management
Colorado
$3.33K +$3.33K +26 New
AssetMark Inc
602
AssetMark Inc
California
$3.2K +$3.07K +24 +2,400%
SRCM
603
Signature Resources Capital Management
California
$3.2K +$3.2K +25 New
BCMLT
604
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.87K – – –
NMM
605
Naples Money Management
Florida
$2.81K +$2.81K +22 New
VAG
606
VisionPoint Advisory Group
Texas
$2.56K -$32.5K -254 -93%
TAM
607
Tucker Asset Management
Colorado
$2.56K – – –
VCM
608
Versant Capital Management
Arizona
$2.43K – – –
DAM
609
Delta Asset Management
Tennessee
$2.3K -$639 -5 -22%
WPA
610
West Paces Advisors
Georgia
$2.05K +$2.05K +16 New
AW
611
Avion Wealth
Texas
$2K +$889 +8 +80%
FPB
612
First PREMIER Bank
South Dakota
$2K +$2K +17 New
PWA
613
Provenance Wealth Advisors
Florida
$1.92K +$128 +1 +7%
MCM
614
MV Capital Management
Maryland
$1.54K +$1.54K +12 New
CTWM
615
Cherry Tree Wealth Management
Minnesota
$1.41K – – –
GWM
616
Guardian Wealth Management
Illinois
$1.35K – – –
S
617
Sachetta
Massachusetts
$1.28K +$1.28K +10 New
HGERS
618
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
HDIM
619
Hanson & Doremus Investment Management
Vermont
$1K +$1K +8 New
WIA
620
Wetzel Investment Advisors
Indiana
$1K +$1K +11 New
TWP
621
TFO Wealth Partners
Ohio
$895 – – –
EC
622
EdgeRock Capital
Colorado
$855 +$855 +6 New
TWD
623
True Wealth Design
Ohio
$768 – – –
PFA
624
Pathway Financial Advisers
Indiana
$550 – – –
CSC
625
Caldwell Sutter Capital
California
$384 +$384 +3 New
23 24
25
26 27