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Booz Allen Hamilton
BAH

728 hedge funds and large institutions have $17.9B invested in Booz Allen Hamilton in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $7.82M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

3% more funds holding

Funds holding: 706 → 728 (+22)

8% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 257

4% more capital invested

Capital invested by funds: $17.3B → $17.9B (+$640M)

0.13% less ownership

Funds ownership: 90.14% → 90.01% (-0.13%)

Holders
728
Holders Change
+22
Holders Change %
+3.12%
% of All Funds
10.51%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
95
Increased
277
Reduced
257
Closed
65
Calls
$17.6M
Puts
$7.82M
Net Calls
+$9.79M
Net Calls Change
-$6.94M

Top Buyers

Rank Fund Capital Flow
1
AM
AGF Management
Ontario, Canada
+$102M
2
CAM
Close Asset Management
United Kingdom
+$72.1M
3
UBS AM
UBS AM
Illinois
+$47.5M
4
GIC
GFI Investment Counsel
Ontario, Canada
+$40.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$39.2M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$153M
2
BlackRock
BlackRock
New York
-$90.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$60.7M
4
BCIM
Black Creek Investment Management
Ontario, Canada
-$60.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$47.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
701
Cohen & Steers
New York
$3K +$3K +20 New
DAM
702
Delta Asset Management
Tennessee
$2.77K – – –
TIM
703
Tortoise Investment Management
New York
$2.77K – – –
PO
704
Private Ocean
California
$2.62K +$2.55K +17 New
CPG
705
Cornerstone Planning Group
New Jersey
$2.31K -$150 -1 -6%
PWA
706
Provenance Wealth Advisors
Florida
$2.31K – – –
S
707
Sachetta
Massachusetts
$2.22K +$900 +6 +60%
HGERS
708
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
TWD
709
True Wealth Design
Ohio
$1.85K +$450 +3 +33%
ETS
710
ESL Trust Services
New York
$1.85K +$1.8K +12 New
CTWM
711
Cherry Tree Wealth Management
Minnesota
$1.69K -$4.05K -27 -71%
GWMI
712
Guardian Wealth Management (Illinois)
Illinois
$1.63K – – –
WIA
713
Wetzel Investment Advisors
Indiana
$1.63K – – –
RS
714
Rakuten Securities
Japan
$1.54K -$4.05K -27 -73%
AAP
715
Arax Advisory Partners
Colorado
$1.23K +$900 +6 +300%
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23K +$1.2K +8 New
TJHA
717
Thomas J. Herzfeld Advisors
Florida
$1.23K +$1.2K +8 New
TCM
718
TD Capital Management
Tennessee
$1.08K – – –
RAM
719
Riggs Asset Management
Pennsylvania
$1.08K +$300 +2 +40%
TCOV
720
Trust Company of Vermont
Vermont
$1.08K +$1.05K +7 New
TIM
721
Thompson Investment Management
Wisconsin
$963 – – –
MCM
722
MV Capital Management
Maryland
$924 +$900 +6 New
KFI
723
Key Financial Inc
Pennsylvania
$923 +$900 +6 New
CSC
724
Caldwell Sutter Capital
California
$308 – – –
CP
725
Castleview Partners
Texas
$154 – – –
27 28
29
30 31

BAH Hedge Fund Activity: Q2 2024 in Review

728 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2024, worth a combined $17.9B — up 3.7% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BAH positions and 65 closed out — a net gain of 30 holders — while 277 added to existing stakes and 257 trimmed.

The largest buyer was AGF Management, adding an estimated $102M. The largest seller was T. Rowe Price Associates, cutting an estimated $153M.

  • 728 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2024, up from 706 in Q1 2024.
  • Funds reported $17.9B of Booz Allen Hamilton stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 95 funds opened new Booz Allen Hamilton positions in Q2 2024 and 65 closed out, a net change of +30 holders.
  • The largest Booz Allen Hamilton buyer in Q2 2024 was AGF Management, an estimated $102M added.
  • The largest Booz Allen Hamilton seller in Q2 2024 was T. Rowe Price Associates, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.