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Booz Allen Hamilton
BAH

Overview Fund Activity

690 hedge funds and large institutions have $18.6B invested in Booz Allen Hamilton in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-31
Holders Change %
-4.3%
% of All Funds
9.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
66
Increased
252
Reduced
263
Closed
90
Calls
$16.1M
Puts
$13.4M
Net Calls
+$2.75M
Net Calls Change
-$7.04M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$56.2M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$48.3M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$46.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$41M
5
Bessemer Group
Bessemer Group
New Jersey
+$39.1M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$109M
2
APG Asset Management
APG Asset Management
Netherlands
-$102M
3
Invesco
Invesco
Georgia
-$91.9M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.3M
5
NCMU
NAYA Capital Management (UK)
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
601
Catalyst Capital Advisors
New York
$19.2K -$3.62M -22,232 -99%
PCMC
602
Planning Capital Management Corporation
Pennsylvania
$19.1K – – –
HCP
603
Hexagon Capital Partners
Arkansas
$19K -$488 -3 -3%
ST
604
Smithfield Trust
Pennsylvania
$19K -$22.9K -146 -55%
CFD
605
Creative Financial Designs
Indiana
$18.6K +$15.3K +94 +470%
MA
606
Montag & Associates
Georgia
$18.2K – – –
JPWM
607
Jamison Private Wealth Management
Georgia
$17.2K +$162 +1 +1%
CT
608
Clearstead Trust
Maine
$17.1K -$6.84K -42 -29%
QCG
609
Quadrant Capital Group
Ohio
$15.1K +$814 +5 +6%
JFGIW
610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.1K +$13.8K +85 +1,063%
EWA
611
EverSource Wealth Advisors
Alabama
$15.1K +$2.28K +14 +18%
CCA
612
Criterion Capital Advisors
Tennessee
$14.6K – – –
MTC
613
Matrix Trust Company
Colorado
$14K +$14K +89 New
CTA
614
Colonial Trust Advisors
South Carolina
$14K – – –
MIM
615
Macroview Investment Management
Maryland
$13.9K – – –
BCMLT
616
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.8K – – –
AW
617
Avion Wealth
Texas
$13K -$940 -6 -7%
AFS
618
Annapolis Financial Services
Maryland
$12.4K +$12.4K +76 New
TVWM
619
Tower View Wealth Management
Wisconsin
$12.2K – – –
IWP
620
IAG Wealth Partners
Wisconsin
$11.7K – – –
EBA
621
Eagle Bay Advisors
New York
$11.4K +$7.16K +44 +169%
CPA
622
Capital Performance Advisors
California
$11.4K +$11.4K +70 New
PTC
623
Private Trust Company
Ohio
$10.7K +$326 +2 +3%
RDFA
624
Ritter Daniher Financial Advisory
Ohio
$10.6K – – –
AFWM
625
Abich Financial Wealth Management
Virginia
$10.3K +$4.23K +26 +70%
23 24
25
26 27