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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 %
CNBT
451
Canandaigua National Bank & Trust
New York
$238K +$238K +2,566 New
CP
452
Covenant Partners
Tennessee
$237K +$30.9K +333 +15%
MM
453
MQS Management
New York
$236K +$236K +2,541 New
LAI
454
Legal Advantage Investments
California
$232K – – –
MGP
455
Metis Global Partners
California
$231K +$231K +2,487 New
ACM
456
Acrisure Capital Management
Texas
$230K +$230K +2,484 New
LFA
457
LGT Financial Advisors
Texas
$230K +$93 +1 +0%
NC
458
NinePointTwo Capital
California
$229K +$229K +2,476 New
YCM
459
Yousif Capital Management
Michigan
$227K -$11.6K -125 -5%
ETC
460
Exchange Traded Concepts
Oklahoma
$227K +$177K +1,913 +360%
IMCOOI
461
Investment Management Corp of Ontario (IMCO)
Canada
$223K – – –
WA
462
Wealth Alliance
New York
$219K +$7.88K +85 +4%
SW
463
SVB Wealth
Massachusetts
$216K -$62.3K -672 -22%
LWAM
464
Legacy Wealth Asset Management
Minnesota
$214K -$1.02K -11 -0.5%
IC
465
IEQ Capital
California
$210K +$210K +2,264 New
CA
466
Cetera Advisors
Colorado
$207K -$9.55K -103 -4%
CFCI
467
Comprehensive Financial Consultants Institutional
Indiana
$206K – – –
JDR
468
Jay D. Rosenbaum
$204K – – –
BHCM
469
Boulder Hill Capital Management
New York
$204K +$204K +2,200 New
HNB
470
Huntington National Bank
Ohio
$203K +$2.69K +29 +1%
CCWM
471
Cassaday & Co Wealth Management
Virginia
$202K -$22.2K -239 -10%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$202K +$23.6K +254 +13%
CIBC World Market
473
CIBC World Market
Ontario, Canada
$200K -$29.9K -323 -13%
SOW
474
State of Wyoming
Wyoming
$196K +$5.56K +60 +3%
FCFS
475
First Command Financial Services
Texas
$190K -$18.5K -200 -9%
17 18
19
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