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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 %
AF
501
Advisornet Financial
Minnesota
$77.2K +$74K +798 +2,280%
Northwestern Mutual Wealth Management
502
Northwestern Mutual Wealth Management
Wisconsin
$75.6K -$4.17K -45 -5%
Skandinaviska Enskilda Banken (SEB)
503
Skandinaviska Enskilda Banken (SEB)
Sweden
$69K +$13.1K +142 +23%
DFCM
504
Dark Forest Capital Management
Puerto Rico
$65.1K +$65.1K +702 New
C
505
Covestor
United Kingdom
$65K +$18.4K +200 +40%
FHA
506
First Horizon Advisors
Tennessee
$63.6K +$14.4K +155 +29%
GWM
507
Geneos Wealth Management
Colorado
$63K – – –
MC
508
Machina Capital
France
$63K +$63K +680 New
GRP
509
Global Retirement Partners
California
$53.1K +$24K +257 +83%
BAMF
510
BI Asset Management Fondsmaeglerselskab
Denmark
$53K -$1.23M -13,301 -96%
TWM
511
Tradition Wealth Management
Minnesota
$53K +$835 +9 +2%
WOC
512
West Oak Capital
California
$51K – – –
NECFA
513
New England Capital Financial Advisors
Connecticut
$49K – – –
SWM
514
Spire Wealth Management
Virginia
$47.4K +$16.8K +181 +55%
PTC
515
Private Trust Company
Ohio
$38.4K – – –
IA
516
IFP Advisors
Florida
$38.3K -$58.8K -1,311 -61%
FFC
517
First Financial Corp
Indiana
$36.1K – – –
SC
518
SouthState Corp
Florida
$35.4K +$35.4K +382 New
QC
519
Quent Capital
New York
$33.1K +$93 +1 +0.3%
AWM
520
Abound Wealth Management
Tennessee
$25.1K +$25.1K +271 New
RTC
521
Riverview Trust Company
Washington
$24.1K – – –
JWA
522
JFS Wealth Advisors
Pennsylvania
$23.9K -$1.11K -12 -4%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$23.7K +$20.4K +220 +611%
FCA
524
FinTrust Capital Advisors
South Carolina
$22.9K – – –
TCOV
525
Trust Company of Vermont
Vermont
$22.7K – – –
19 20
21
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