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Booz Allen Hamilton
BAH

Overview Fund Activity

702 hedge funds and large institutions have $17.3B invested in Booz Allen Hamilton in 2024 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 265 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+73
Holders Change %
+11.61%
% of All Funds
10.18%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
118
Increased
229
Reduced
265
Closed
41
Calls
$26.8M
Puts
$10.1M
Net Calls
+$16.7M
Net Calls Change
-$6.93M

Top Buyers

1
PCM
Penserra Capital Management
California
$77.1M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$105M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.54B
4
VanEck Associates
VanEck Associates
New York
$39.4M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$764M
2
NCMU
NAYA Capital Management (UK)
United Kingdom
$177M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$181M
4
AllianceBernstein
AllianceBernstein
Tennessee
$93.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
676
Tucker Asset Management
Colorado
$2.97K – – –
VCM
677
Versant Capital Management
Arizona
$2.82K – – –
DAM
678
Delta Asset Management
Tennessee
$2.67K – – –
TIM
679
Tortoise Investment Management
New York
$2.67K +$2.67K +18 New
CPG
680
Cornerstone Planning Group
New Jersey
$2.5K -$2.36K -16 -48%
PWA
681
Provenance Wealth Advisors
Florida
$2.23K – – –
SHIM
682
Stone House Investment Management
Pennsylvania
$2.23K +$2.23K +15 New
HGERS
683
Householder Group Estate & Retirement Specialist
Arizona
$2.02K – – –
AP
684
Atwood & Palmer
Missouri
$1.63K +$1.63K +11 New
GWM
685
Guardian Wealth Management
Illinois
$1.57K – – –
WIA
686
Wetzel Investment Advisors
Indiana
$1.54K – – –
AssetMark Inc
687
AssetMark Inc
California
$1.48K -$2.23K -15 -60%
GI
688
Gradient Investments
Minnesota
$1.34K -$24K -162 -95%
TWD
689
True Wealth Design
Ohio
$1.34K +$445 +3 +50%
S
690
Sachetta
Massachusetts
$1.28K – – –
TCM
691
TD Capital Management
Tennessee
$1.04K +$1.04K +7 New
MFA
692
McClarren Financial Advisors
Pennsylvania
$1K +$333 +1 +50%
TIM
693
Thompson Investment Management
Wisconsin
$926 +$926 +6 New
WF
694
WoodTrust Financial
Wisconsin
$913 – +1 +0%
RAM
695
Riggs Asset Management
Pennsylvania
$743 +$743 +5 New
TWP
696
TFO Wealth Partners
Ohio
$742 -$297 -2 -29%
FGAM
697
Financial Gravity Asset Management
Texas
$363 +$363 +2 New
CSC
698
Caldwell Sutter Capital
California
$297 -$149 -1 -33%
AAP
699
Arax Advisory Partners
Colorado
$297 – – –
AFWM
700
Abich Financial Wealth Management
Virginia
$297 +$297 +2 New
26 27
28
29 30