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Booz Allen Hamilton
BAH

Overview Fund Activity

613 hedge funds and large institutions have $11.1B invested in Booz Allen Hamilton in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 239 increasing their positions, 225 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
9.81%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.14%
New
69
Increased
239
Reduced
225
Closed
74
Calls
$6.72M
Puts
$7.43M
Net Calls
-$717K
Net Calls Change
+$329K

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$133M
2
First Trust Advisors
First Trust Advisors
Illinois
+$83M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$82.6M
4
BCIM
Black Creek Investment Management
Ontario, Canada
+$77.1M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$56.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$150M
2
UBS AM
UBS AM
Illinois
-$104M
3
Invesco
Invesco
Georgia
-$83.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$78M
5
TCM
TimesSquare Capital Management
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
326
AlphaStar Capital Management
North Carolina
$758K +$135K +1,460 +22%
KeyBank National Association
327
KeyBank National Association
Ohio
$748K -$165K -1,782 -18%
KWM
328
Kingsview Wealth Management
Oregon
$747K -$3.89K -42 -0.5%
FA
329
FDx Advisors
Illinois
$745K – – –
P
330
Pitcairn
Pennsylvania
$743K +$19.8K +214 +3%
MIM
331
MetLife Investment Management
New Jersey
$737K +$1.67K +18 +0.2%
MOS
332
MGO One Seven
Ohio
$735K +$5.47K +59 +0.7%
LOAMS
333
Lombard Odier Asset Management (Switzerland)
Switzerland
$726K +$16.7K +180 +2%
V
334
ViaWealth
Kansas
$724K – – –
SLI
335
Sumitomo Life Insurance
Japan
$717K -$7.32K -79 -1%
EF
336
Empowered Funds
Pennsylvania
$707K +$707K +7,632 New
Daiwa Securities Group
337
Daiwa Securities Group
Japan
$695K +$18.5K +200 +3%
RCA
338
Resonant Capital Advisors
Wisconsin
$690K +$17.2K +186 +3%
PFA
339
Petra Financial Advisors
Colorado
$685K – – –
LCM
340
Legato Capital Management
California
$663K +$663K +7,156 New
New York State Teachers Retirement System (NYSTRS)
341
New York State Teachers Retirement System (NYSTRS)
New York
$641K -$425K -4,582 -40%
AIA
342
Alera Investment Advisors
Illinois
$624K +$242K +2,607 +63%
BRWA
343
B. Riley Wealth Advisors
Florida
$622K +$91.3K +985 +17%
Bessemer Group
344
Bessemer Group
New Jersey
$619K +$397K +4,288 +179%
BTI
345
Blue Trust Inc
Georgia
$618K +$34.4K +329 +6%
Nisa Investment Advisors
346
Nisa Investment Advisors
Missouri
$612K -$26K -280 -4%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$602K – – –
Lido Advisors
348
Lido Advisors
California
$596K +$27.3K +294 +5%
Vontobel Holding
349
Vontobel Holding
Switzerland
$594K +$204K +2,200 +52%
SAS
350
Stelac Advisory Services
New York
$594K +$228K +2,457 +62%
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