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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 %
OPS
501
Orion Portfolio Solutions
Nebraska
$202K +$202K +1,931 New
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$201K +$2.2K +21 +1%
PCA
503
Peddock Capital Advisors
Massachusetts
$201K +$201K +1,920 New
SIM
504
Sentry Investment Management
Wisconsin
$196K +$196K +1,880 New
CI Investments Inc
505
CI Investments Inc
Ontario, Canada
$195K -$60.9K -581 -24%
BBHC
506
Brown Brothers Harriman & Co
New York
$186K -$67.2K -643 -27%
BFEC
507
Benjamin F. Edwards & Company
Missouri
$180K -$626 -6 -0.3%
CFB
508
Cullen/Frost Bankers
Texas
$180K -$22.5K -215 -11%
USCWA
509
U.S. Capital Wealth Advisors
Texas
$173K +$173K +1,660 New
FCA
510
Fortis Capital Advisors
Kansas
$156K +$156K +1,491 New
CA
511
Clearstead Advisors
Ohio
$151K – – –
SG Americas Securities
512
SG Americas Securities
New York
$140K -$504K -4,825 -78%
CT
513
Colonial Trust
South Carolina
$135K +$135K +1,291 New
TF
514
TimeScale Financial
Massachusetts
$131K +$92 +1 +0.1%
Dimensional Fund Advisors
515
Dimensional Fund Advisors
Texas
$130K -$659 -6,303 -0.5%
CS
516
Comerica Securities
Michigan
$128K +$128K +1,220 New
O
517
Ossiam
France
$126K – – –
MCC
518
Money Concepts Capital
Florida
$123K +$20.5K +196 +20%
IA
519
IFP Advisors
Florida
$122K +$64.9K +1,151 +114%
TRCT
520
Tower Research Capital (TRC)
New York
$115K +$114K +1,099 +18,317%
SSB
521
Sandy Spring Bank
Maryland
$115K -$156K -1,494 -58%
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$110K -$51K -488 -32%
PPC
523
Park Place Capital
Alabama
$110K +$110K +1,054 New
CWC
524
Carolinas Wealth Consulting
North Carolina
$105K +$941 +9 +0.9%
AS
525
Altshuler Shaham
Israel
$101K +$101K +962 New
19 20
21
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