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Booz Allen Hamilton
BAH

Overview Fund Activity

631 hedge funds and large institutions have $12.5B invested in Booz Allen Hamilton in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 217 increasing their positions, 219 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+66
Holders Change %
+11.68%
% of All Funds
10.18%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
128
Increased
217
Reduced
219
Closed
47
Calls
$10.7M
Puts
$11.8M
Net Calls
-$1.05M
Net Calls Change
-$7.39M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$531M
2
WCM Investment Management
2
WCM Investment Management
California
$283M
3
American Century Companies
3
American Century Companies
Missouri
$111M
4
UBS AM
4
UBS AM
Illinois
$103M
5
WCM
5
Wedge Capital Management
North Carolina
$62M

Top Sellers

1
BCIM
1
Black Creek Investment Management
Ontario, Canada
$121M
2
Ameriprise
2
Ameriprise
Minnesota
$398M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$166M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$48.7M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
351
Gotham Asset Management
New York
$720K -$12.1K -116 -2%
Nisa Investment Advisors
352
Nisa Investment Advisors
Missouri
$719K +$125K +1,200 +21%
NA
353
NewEdge Advisors
Louisiana
$717K -$398K -4,976 -36%
ACM
354
AlphaStar Capital Management
North Carolina
$702K +$702K +6,717 New
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$679K – – –
Wealth Enhancement Advisory Services
356
Wealth Enhancement Advisory Services
Minnesota
$671K +$671K +7,174 New
ESCM
357
Echo Street Capital Management
New York
$666K +$666K +6,371 New
ASN
358
Advisory Services Network
Georgia
$661K -$83.3K -797 -11%
WF
359
WoodTrust Financial
Wisconsin
$643K – – –
Lido Advisors
360
Lido Advisors
California
$641K -$50.2K -480 -7%
BPC
361
Banque Pictet & Cie
Switzerland
$637K -$133K -1,275 -17%
WCM
362
Washington Capital Management
Washington
$617K – – –
Creative Planning
363
Creative Planning
Kansas
$614K -$53.2K -509 -8%
CI
364
CX Institutional
Indiana
$612K +$92.9K +889 +18%
SCI
365
S&CO Inc
Massachusetts
$602K – – –
QI
366
Qtron Investments
Massachusetts
$599K -$114K -1,087 -16%
BRWA
367
B. Riley Wealth Advisors
Florida
$598K +$598K +5,722 New
CW
368
CreativeOne Wealth
Kansas
$595K +$595K +5,696 New
ZB
369
Zions Bancorporation
Utah
$585K +$585K +5,596 New
FM
370
Foster & Motley
Ohio
$574K +$12.8K +123 +2%
HWMA
371
Heritage Wealth Management (Arizona)
Arizona
$574K +$287K +2,744 +100%
AG
372
AIA Group
Hong Kong
$572K +$273K +2,608 +91%
ANTB
373
AMG National Trust Bank
Colorado
$569K +$6.79K +65 +1%
CFGS
374
Concourse Financial Group Securities
Alabama
$569K +$519K +4,965 +1,039%
WF
375
Welch & Forbes
Massachusetts
$568K +$10.7K +102 +2%
13 14
15
16 17