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Booz Allen Hamilton

696 hedge funds and large institutions have $18.9B invested in Booz Allen Hamilton in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 254 increasing their positions, 266 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $13.4M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5% more capital invested

Capital invested by funds: $17.9B → $18.9B (+$947M)

0.26% less ownership

Funds ownership: 90.01%89.75% (-0.26%)

5% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 266

4% less funds holding

Funds holding: 728696 (-32)

28% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 90

Holders
696
Holders Change
-32
Holders Change %
-4.4%
% of All Funds
9.99%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
65
Increased
254
Reduced
266
Closed
90
Calls
$16.1M
Puts
$13.4M
Net Calls
+$2.75M
Net Calls Change
-$7.04M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
601
FWL Investment Management
Texas
$21.3K +$20.1K +131 New
TCM
602
Tradewinds Capital Management
Washington
$21.2K
BIG
603
Brooklyn Investment Group
New York
$20.8K +$19.6K +128 New
WSFS
604
Wilmington Savings Fund Society
Delaware
$20K +$18.8K +123 New
FCA
605
FinTrust Capital Advisors
South Carolina
$19.9K +$766 +5 +4%
CCA
606
Catalyst Capital Advisors
New York
$19.2K -$3.4M -22,232 -99%
PCMC
607
Planning Capital Management Corporation
Pennsylvania
$19.1K
HCP
608
Hexagon Capital Partners
Arkansas
$19K -$459 -3 -3%
ST
609
Smithfield Trust
Pennsylvania
$19K -$22.4K -146 -55%
CFD
610
Creative Financial Designs
Indiana
$18.6K +$14.4K +94 +470%
MA
611
Montag & Associates
Georgia
$18.2K
JPWM
612
Jamison Private Wealth Management
Georgia
$17.2K +$153 +1 +1%
CT
613
Clearstead Trust
Maine
$17.1K -$6.43K -42 -29%
QCG
614
Quadrant Capital Group
Ohio
$15.1K +$766 +5 +6%
JFGIW
615
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.1K +$13K +85 +1,063%
EWA
616
EverSource Wealth Advisors
Alabama
$15.1K +$2.14K +14 +18%
CCA
617
Criterion Capital Advisors
Tennessee
$14.6K
MTC
618
Matrix Trust Company
Colorado
$14K +$13.6K +89 New
CTA
619
Colonial Trust Advisors
South Carolina
$14K
MIM
620
Macroview Investment Management
Maryland
$13.9K
BCMLT
621
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.8K
AW
622
Avion Wealth
Texas
$13K -$919 -6 -7%
AFS
623
Annapolis Financial Services
Maryland
$12.4K +$11.6K +76 New
TVWM
624
Tower View Wealth Management
Wisconsin
$12.2K
IWP
625
IAG Wealth Partners
Wisconsin
$11.7K

BAH Hedge Fund Activity: Q3 2024 in Review

696 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2024, worth a combined $18.9B — up 5.3% from $17.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of BAH and 65 opened new positions — a net loss of 25 holders — while 266 trimmed existing stakes and 254 added.

The largest buyer was Acadian Asset Management, adding an estimated $52.9M. The largest seller was APG Asset Management, cutting an estimated $107M.

  • 696 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2024, down from 728 in Q2 2024.
  • Funds reported $18.9B of Booz Allen Hamilton stock for Q3 2024, up 5.3% quarter-over-quarter.
  • 65 funds opened new Booz Allen Hamilton positions in Q3 2024 and 90 closed out, a net change of -25 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2024 was Acadian Asset Management, an estimated $52.9M added.
  • The largest Booz Allen Hamilton seller in Q3 2024 was APG Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2024.