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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 %
LWA
576
Lowe Wealth Advisors
Maryland
$4.73K – – –
JFG
577
JDM Financial Group
Texas
$4.17K – – –
BWL
578
Bogart Wealth LLC
Virginia
$3.71K +$3.71K +40 New
EARNEST Partners
579
EARNEST Partners
Georgia
$3.43K – – –
EWA
580
EverSource Wealth Advisors
Alabama
$3.25K +$556 +6 +21%
NFSG
581
Newbridge Financial Services Group
Florida
$3.08K – – –
Loomis, Sayles & Company
582
Loomis, Sayles & Company
Massachusetts
$3K -$9.5K -114 -76%
FMP
583
Financial Management Professionals
Texas
$3K +$3K +37 New
OIA
584
Optimum Investment Advisors
Illinois
$2.97K – – –
DI
585
Disciplined Investments
Oklahoma
$2.87K -$278 -3 -9%
PO
586
Private Ocean
California
$2.85K +$2.85K +31 New
Commonwealth Equity Services
587
Commonwealth Equity Services
Massachusetts
$2.48K -$652 -7,039 -21%
BCMLT
588
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.41K – – –
MIA
589
Milestone Investment Advisors
Wisconsin
$2.41K +$2.41K +26 New
SSC
590
Syverson Strege & Co
Iowa
$2.32K +$2.32K +25 New
WWP
591
WR Wealth Planners
Missouri
$2.23K +$2.23K +24 New
DAM
592
Delta Asset Management
Tennessee
$2.13K – – –
PVH
593
Psagot Value Holdings
Israel
$2K +$2K +19 New
TAM
594
Tucker Asset Management
Colorado
$1.85K +$1.85K +20 New
WT
595
Washington Trust
Rhode Island
$1.67K -$649 -7 -28%
SIC
596
SJS Investment Consulting
Ohio
$1.48K -$1.76K -19 -54%
CWP
597
Concord Wealth Partners
Virginia
$1.21K – – –
RA
598
Rise Advisors
New York
$1.13K – – –
BAAM
599
Baker Avenue Asset Management
California
$1.02K – – –
HGERS
600
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
22 23
24
25 26