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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 %
ETH
376
Exos TFP Holdings
New York
$471K +$234K +2,527 +99%
CTC
377
Central Trust Company
Missouri
$470K +$9.55K +103 +2%
EM
378
ELCO Management
New York
$463K – – –
SAM
379
Sandbar Asset Management
United Kingdom
$463K -$399K -4,309 -46%
PCA
380
Private Capital Advisors
Connecticut
$463K +$463K +5,000 New
PFS
381
Prospera Financial Services
Texas
$462K -$257K -2,774 -36%
MCM
382
MAI Capital Management
Ohio
$458K -$277K -2,992 -38%
BAM
383
Belpointe Asset Management
Nevada
$458K +$5.01K +54 +1%
LNC
384
Lincoln National Corp
Pennsylvania
$453K +$118K +1,268 +35%
Creative Planning
385
Creative Planning
Kansas
$449K -$96K -1,036 -18%
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$438K +$32K +345 +8%
AG
387
AIA Group
Hong Kong
$437K -$70.4K -759 -14%
BEI
388
Benjamin Edwards Inc
Missouri
$432K +$15.1K +163 +4%
BFA
389
BMS Financial Advisors
South Dakota
$426K +$146K +1,575 +52%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$416K +$8.9K +96 +2%
IB
391
Intrust Bank
Kansas
$415K -$40.6K -438 -9%
Verition Fund Management
392
Verition Fund Management
Connecticut
$410K +$21.6K +233 +6%
MF
393
Magnetar Financial
Illinois
$408K -$836K -9,017 -67%
CQS
394
Credential Qtrade Securities
$402K +$3.43K +37 +0.9%
AAB
395
ABN AMRO Bank
Netherlands
$401K +$401K +4,311 New
ET
396
Equitable Trust
Tennessee
$399K – – –
SAM
397
Sequent Asset Management
Texas
$397K -$33.5K -362 -8%
BPC
398
Banque Pictet & Cie
Switzerland
$389K -$176K -1,900 -31%
AWS
399
Atria Wealth Solutions
New York
$388K +$1.21K +13 +0.3%
CCIA
400
Campbell & Co Investment Adviser
Maryland
$385K +$385K +4,155 New
14 15
16
17 18