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

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
$121M
2
Ameriprise
Ameriprise
Minnesota
$398M
3
AllianceBernstein
AllianceBernstein
Tennessee
$166M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$48.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
426
Randolph Company
Ohio
$375K – – –
AC
427
Avestar Capital
New York
$374K +$13.4K +128 +4%
LFAS
428
Level Four Advisory Services
Texas
$370K -$316K -3,020 -46%
FB
429
Fulton Bank
Pennsylvania
$369K +$74.5K +713 +25%
AAS
430
Avantax Advisory Services
Texas
$367K +$108K +1,038 +42%
DCM
431
Donaldson Capital Management
Indiana
$362K +$67.8K +649 +23%
NICM
432
Neo Ivy Capital Management
New York
$352K +$352K +3,372 New
IAG
433
Ipsen Advisor Group
Arkansas
$351K +$351K +3,356 New
YDMI
434
Y.D. More Investments
Israel
$347K +$347K +11,775 New
CAM
435
Cresset Asset Management
Illinois
$346K +$346K +4,357 New
Manulife (Manufacturers Life Insurance)
436
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$342K +$19.9K +190 +6%
BOH
437
Bank of Hawaii
Hawaii
$340K +$3.45K +33 +1%
EFSCE
438
Enterprise Financial Services Corp (EFSC)
Missouri
$339K -$2.61K -25 -0.8%
NW
439
NewEdge Wealth
Pennsylvania
$338K +$338K +3,232 New
CAAS
440
Capital Asset Advisory Services
Michigan
$318K -$11.4K -108 -3%
CCA
441
Cadent Capital Advisors
Oklahoma
$317K +$80.5K +770 +34%
Holocene Advisors
442
Holocene Advisors
New York
$317K -$46.1M -440,876 -99%
BFA
443
BMS Financial Advisors
South Dakota
$316K +$316K +3,021 New
SW
444
SVB Wealth
Massachusetts
$313K +$63.9K +611 +26%
TMAM
445
Tokio Marine Asset Management
Japan
$310K +$53.5K +512 +21%
DCM
446
Dudley Capital Management
Virginia
$308K +$308K +2,950 New
STA
447
Summit Trail Advisors
New York
$306K +$2.4K +23 +0.8%
BCV
448
Banque Cantonale Vaudoise
Switzerland
$304K – – –
YWP
449
YorkBridge Wealth Partners
New York
$303K -$78.7K -753 -21%
AWAU
450
Alliance Wealth Advisors (Utah)
Utah
$303K +$303K +2,902 New
16 17
18
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