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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 %
CCA
526
Column Capital Advisors
Indiana
$94.7K – – –
CAL
527
Capital Advisors Ltd
Ohio
$93K -$1.68K -16 -2%
VIA
528
Virtus Investment Advisers
Connecticut
$91.5K – – –
LSA
529
Lansing Street Advisors
Pennsylvania
$91.2K +$91.2K +872 New
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$90K +$18.2K +174 +25%
OWA
531
One Wealth Advisors
California
$89.1K +$89.1K +852 New
GWM
532
Geneos Wealth Management
Colorado
$71.1K -$10.9K -104 -13%
Skandinaviska Enskilda Banken (SEB)
533
Skandinaviska Enskilda Banken (SEB)
Sweden
$63K -$9.84K -95 -14%
TWM
534
Tradition Wealth Management
Minnesota
$59K – – –
WOC
535
West Oak Capital
California
$57K – – –
ETC
536
Exchange Traded Concepts
Oklahoma
$55.6K -$20.7K -198 -27%
FHA
537
First Horizon Advisors
Tennessee
$55.5K +$12.2K +117 +28%
HWA
538
Heritage Wealth Advisors
Virginia
$55.1K +$55.1K +527 New
C
539
Covestor
United Kingdom
$53K -$17K -162 -24%
NECFA
540
New England Capital Financial Advisors
Connecticut
$49.6K +$49.6K +529 New
ZIG
541
Zullo Investment Group
Pennsylvania
$44.7K – – –
JFGIW
542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.1K +$31.8K +304 +281%
PTC
543
Private Trust Company
Ohio
$43K +$623 +6 +1%
FFC
544
First Financial Corp
Indiana
$40.7K – – –
QC
545
Quent Capital
New York
$37.3K -$2.41K -23 -6%
TPCW
546
TD Private Client Wealth
New York
$35.2K +$21.7K +208 +161%
SWM
547
Spire Wealth Management
Virginia
$35K -$636 -6 -2%
Simplex Trading
548
Simplex Trading
Illinois
$33K +$33K +317 New
GRP
549
Global Retirement Partners
California
$32.5K -$11.6K -111 -26%
TAIM
550
TD Ameritrade Investment Management
Nebraska
$29K +$5.97K +58 +26%
20 21
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