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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
$384M
2
First Trust Advisors
First Trust Advisors
Illinois
$242M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.25B
4
BCIM
Black Creek Investment Management
Ontario, Canada
$184M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$56.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$17.5M
2
UBS AM
UBS AM
Illinois
$52.5M
3
Invesco
Invesco
Georgia
$135M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
551
Steward Financial Group
Texas
$12K +$4.99K +54 +71%
CHA
552
Carmichael Hill & Associates
Maryland
$11.8K – – –
HCP
553
Hexagon Capital Partners
Arkansas
$10.8K -$2.23K -24 -17%
MA
554
MCF Advisors
Kentucky
$10.3K +$10.3K +111 New
PWMG
555
Prestige Wealth Management Group
New Jersey
$9.73K +$556 +6 +6%
AWM
556
Accel Wealth Management
Iowa
$9.36K – – –
LC
557
Lindbrook Capital
California
$9.36K +$8.34K +90 +818%
LS
558
Livforsakringsbolaget Skandia
Sweden
$9.27K – – –
QCG
559
Quadrant Capital Group
Ohio
$8.25K -$1.95K -21 -19%
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.07K -$30.1K -325 -79%
HWA
561
Heritage Wealth Advisors
Virginia
$8.06K -$40.8K -440 -83%
QL
562
Quarry LP
New York
$8.06K -$13K -140 -62%
VCM
563
Vigilant Capital Management
Maine
$8K – – –
BWM
564
BerganKDV Wealth Management
Minnesota
$7.6K +$7.6K +82 New
FRA
565
Front Row Advisors
California
$7K -$177 -2 -2%
AC
566
AMS Capital
Brazil
$6.75K +$127 +1,375 +2%
SC
567
Schubert & Co
Texas
$6.67K -$1.3K -14 -16%
MCM
568
Manchester Capital Management
Vermont
$5.93K +$5.93K +64 New
EI
569
Ellevest Inc
New York
$5.75K +$5.75K +62 New
HI
570
Harbour Investments
Wisconsin
$5.39K +$1.86K +20 +53%
IGWM
571
ICA Group Wealth Management
Colorado
$5.38K +$5.38K +58 New
GWS
572
Glassman Wealth Services
Virginia
$5.19K -$1.95K -21 -27%
BIA
573
Bell Investment Advisors
California
$5.01K -$1.02K -11 -17%
BWM
574
Baystate Wealth Management
Massachusetts
$5.01K +$927 +10 +23%
POIA
575
Pin Oak Investment Advisors
Texas
$5K +$5K +50 New
21 22
23
24 25