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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 %
TAIM
526
TD Ameritrade Investment Management
Nebraska
$22K -$4.4K -47 -17%
CT
527
Cambridge Trust
Massachusetts
$19.7K – – –
TPCW
528
TD Private Client Wealth
New York
$18.7K -$12.5K -135 -40%
AAG
529
Armstrong Advisory Group
Massachusetts
$18.5K – – –
GFPC
530
Global Financial Private Client
Florida
$18.5K – – –
AWM
531
Ameliora Wealth Management
Switzerland
$18.4K – – –
TWA
532
TCI Wealth Advisors
Arizona
$17.9K -$93 -1 -0.5%
MA
533
Montag & Associates
Georgia
$17.5K – – –
CA
534
Crewe Advisors
Utah
$16.8K – – –
WBC
535
West Branch Capital
Massachusetts
$16.7K – – –
TFA
536
Toth Financial Advisory
Virginia
$16.5K -$730K -7,872 -98%
FFA
537
Farther Finance Advisors
California
$16.5K -$4.64K -50 -22%
RCM
538
Raleigh Capital Management
North Carolina
$16.1K +$2.87K +31 +22%
CA
539
Centerpoint Advisors
Massachusetts
$16K +$2.25K +25 +16%
Pacer Advisors
540
Pacer Advisors
Pennsylvania
$15.9K – – –
MCA
541
Maryland Capital Advisors
Maryland
$15.5K – – –
SIC
542
Salem Investment Counselors
North Carolina
$14.5K +$5.19K +56 +56%
CIA
543
Cape Investment Advisory
Georgia
$14.4K +$14.4K +156 New
SS
544
Sunbelt Securities
Texas
$13.6K +$13.6K +148 New
GI
545
Gradient Investments
Minnesota
$13.1K -$371 -4 -3%
Group One Trading
546
Group One Trading
Illinois
$12.5K +$8.99K +97 +255%
MIM
547
Macroview Investment Management
Maryland
$12.4K – – –
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$12.2K +$2.23K +24 +22%
TCM
549
Tradewinds Capital Management
Washington
$12.1K – – –
ST
550
Smithfield Trust
Pennsylvania
$12K – – –
20 21
22
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