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Booz Allen Hamilton
BAH

Overview Fund Activity

721 hedge funds and large institutions have $17.9B invested in Booz Allen Hamilton in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 273 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+19
Holders Change %
+2.71%
% of All Funds
10.49%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
93
Increased
273
Reduced
257
Closed
65
Calls
$17.6M
Puts
$7.82M
Net Calls
+$9.79M
Net Calls Change
-$6.94M

Top Buyers

1
AM
AGF Management
Ontario, Canada
$269M
2
CAM
Close Asset Management
United Kingdom
$109M
3
UBS AM
UBS AM
Illinois
$120M
4
GIC
GFI Investment Counsel
Ontario, Canada
$42.5M
5
First Trust Advisors
First Trust Advisors
Illinois
$363M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.44B
2
BlackRock
BlackRock
New York
$1.34B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$620M
4
BCIM
Black Creek Investment Management
Ontario, Canada
$76.6M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
701
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
TWD
702
True Wealth Design
Ohio
$1.85K +$462 +3 +33%
ETS
703
ESL Trust Services
New York
$1.85K +$1.85K +12 New
CTWM
704
Cherry Tree Wealth Management
Minnesota
$1.69K -$4.16K -27 -71%
GWM
705
Guardian Wealth Management
Illinois
$1.63K – – –
WIA
706
Wetzel Investment Advisors
Indiana
$1.63K – – –
RS
707
Rakuten Securities
Japan
$1.54K -$4.16K -27 -73%
AAP
708
Arax Advisory Partners
Colorado
$1.23K +$924 +6 +300%
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23K +$1.23K +8 New
TJHA
710
Thomas J. Herzfeld Advisors
Florida
$1.23K +$1.23K +8 New
TCM
711
TD Capital Management
Tennessee
$1.08K – – –
RAM
712
Riggs Asset Management
Pennsylvania
$1.08K +$308 +2 +40%
TCOV
713
Trust Company of Vermont
Vermont
$1.08K +$1.08K +7 New
TIM
714
Thompson Investment Management
Wisconsin
$963 – – –
MCM
715
MV Capital Management
Maryland
$924 +$924 +6 New
KFI
716
Key Financial Inc
Pennsylvania
$923 +$923 +6 New
CSC
717
Caldwell Sutter Capital
California
$308 – – –
CP
718
Castleview Partners
Texas
$154 – – –
TFM
719
TFC Financial Management
Massachusetts
$154 – – –
HIA
720
Harbor Investment Advisory
Maryland
$154 +$154 +1 New
T. Rowe Price Investment Management
721
T. Rowe Price Investment Management
Maryland
– -$43.6M -293,492 Closed
ZIM
722
Zacks Investment Management
Illinois
– -$9.73M -65,515 Closed
PL
723
Perpetual Ltd
Australia
– -$9.37M -63,217 Closed
TC
724
TwinBeech Capital
New York
– -$6.44M -43,387 Closed
WAM
725
Weiss Asset Management
Massachusetts
– -$4.28M -28,857 Closed
27 28
29
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