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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
HGERS
676
Householder Group Estate & Retirement Specialist
Arizona
$2K
TWD
677
True Wealth Design
Ohio
$1.95K
TIM
678
Tortoise Investment Management
New York
$1.95K -$919 -6 -33%
ETS
679
ESL Trust Services
New York
$1.95K
CTWM
680
Cherry Tree Wealth Management
Minnesota
$1.79K
GWMI
681
Guardian Wealth Management (Illinois)
Illinois
$1.79K
WOC
682
West Oak Capital
California
$1.55K
CA
683
Claris Advisors
Missouri
$1.47K +$1.38K +9 New
JIP
684
Jaffetilchin Investment Partners
Florida
$1.31K +$1.23K +8 New
TCM
685
TD Capital Management
Tennessee
$1.15K
AAP
686
Arax Advisory Partners
Colorado
$1.14K -$153 -1 -13%
RAM
687
Riggs Asset Management
Pennsylvania
$1.14K
TCOV
688
Trust Company of Vermont
Vermont
$1.14K
WT
689
Whittier Trust
California
$1.14K +$1.07K +7 New
TIM
690
Thompson Investment Management
Wisconsin
$1.02K
KFI
691
Key Financial Inc
Pennsylvania
$977
IAIM
692
International Assets Investment Management
Florida
$846 +$21.1M +137,695 New
MCM
693
MV Capital Management
Maryland
$489 -$459 -3 -50%
CSC
694
Caldwell Sutter Capital
California
$326
TFM
695
TFC Financial Management
Massachusetts
$163
CPC
696
Cookson Peirce & Co
Pennsylvania
-$33.8M -219,820 Closed
Marshall Wace
697
Marshall Wace
United Kingdom
-$17.4M -112,931 Closed
DFO
698
Duquesne Family Office
New York
-$12.9M -83,841 Closed
LWIC
699
Leith Wheeler Investment Counsel
British Columbia, Canada
-$11.6M -75,599 Closed
CSS
700
Cubist Systematic Strategies
Connecticut
-$9.74M -63,301 Closed

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.