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Booz Allen Hamilton

706 hedge funds and large institutions have $17.3B invested in Booz Allen Hamilton in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 229 increasing their positions, 267 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 41

166% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $10.1M

12% more funds holding

Funds holding: 633706 (+73)

9% more capital invested

Capital invested by funds: $15.9B → $17.3B (+$1.4B)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5.32% less ownership

Funds ownership: 95.46%90.14% (-5.3%)

14% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 267

Holders
706
Holders Change
+73
Holders Change %
+11.53%
% of All Funds
10.17%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
119
Increased
229
Reduced
267
Closed
41
Calls
$26.8M
Puts
$10.1M
Net Calls
+$16.7M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95B -$16.4M -116,518 -0.9%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.54B +$31.4M +222,884 +2%
BlackRock
3
BlackRock
New York
$1.38B -$46.4M -329,717 -3%
Morgan Stanley
4
Morgan Stanley
New York
$764M -$684M -4,856,004 -49%
Ameriprise
5
Ameriprise
Minnesota
$662M +$7.79M +55,321 +1%
JP Morgan Chase
6
JP Morgan Chase
New York
$658M -$42.9M -304,616 -6%
WCM Investment Management
7
WCM Investment Management
California
$631M +$3.2M +22,708 +0.5%
State Street
8
State Street
Massachusetts
$440M -$2.37M -16,798 -0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$338M +$13.4M +95,403 +4%
First Trust Advisors
10
First Trust Advisors
Illinois
$312M -$3.8M -27,006 -1%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$251M +$18.9M +134,119 +9%
American Century Companies
12
American Century Companies
Missouri
$234M -$11.4M -80,631 -5%
Norges Bank
13
Norges Bank
Norway
$232M +$12.9M +91,614 +6%
Bank of America
14
Bank of America
North Carolina
$221M +$6.07M +43,092 +3%
Invesco
15
Invesco
Georgia
$200M -$9.32M -66,167 -5%
AI
16
Axiom Investors
Connecticut
$189M +$12.2M +86,593 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$188M -$46.9M -333,378 -21%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$182M +$5.26M +37,369 +3%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$181M -$60.1M -427,142 -26%
NCMU
20
NAYA Capital Management (UK)
United Kingdom
$177M -$87.3M -619,994 -34%
Bessemer Group
21
Bessemer Group
New Jersey
$175M +$3.17M +22,545 +2%
AM
22
AGF Management
Ontario, Canada
$159M -$2.53M -17,935 -2%
Truist Financial
23
Truist Financial
North Carolina
$157M -$10.5M -74,383 -7%
CAM
24
Congress Asset Management
Massachusetts
$144M -$3.31M -23,501 -2%
EAM
25
Eagle Asset Management
Florida
$143M -$3.25M -23,068 -2%

BAH Hedge Fund Activity: Q1 2024 in Review

706 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2024, worth a combined $17.3B — up 8.8% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BAH positions and 41 closed out — a net gain of 78 holders — while 229 added to existing stakes and 267 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $70.1M. The largest seller was Morgan Stanley, cutting an estimated $684M.

  • 706 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2024, up from 633 in Q4 2023.
  • Funds reported $17.3B of Booz Allen Hamilton stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 119 funds opened new Booz Allen Hamilton positions in Q1 2024 and 41 closed out, a net change of +78 holders.
  • The largest Booz Allen Hamilton buyer in Q1 2024 was Penserra Capital Management, an estimated $70.1M added.
  • The largest Booz Allen Hamilton seller in Q1 2024 was Morgan Stanley, an estimated $684M sold.

Based on aggregated 13F filings for Q1 2024.