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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 %
TC
601
Truvestments Capital
Florida
$3.66K +$3.66K +35 New
AF
602
Advisornet Financial
Minnesota
$3.66K +$3.66K +35 New
DI
603
Disciplined Investments
Oklahoma
$3.55K -$105 -1 -3%
NFSG
604
Newbridge Financial Services Group
Florida
$3.45K – – –
OIA
605
Optimum Investment Advisors
Illinois
$3.35K – – –
EWA
606
EverSource Wealth Advisors
Alabama
$3.03K +$523 +5 +21%
BHWM
607
Beaird Harris Wealth Management
Texas
$3.03K +$3.03K +29 New
ADL
608
Asset Dedication LLC
California
$3K +$3K +30 New
NC
609
NewSquare Capital
Pennsylvania
$2.82K – – –
CA
610
CoreCap Advisors
Michigan
$2.82K +$2.82K +27 New
BCMLT
611
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.71K – – –
RBC
612
Romano Brothers & Co
Illinois
$2.65K +$2.65K +25 New
WT
613
Washington Trust
Rhode Island
$2.61K -$314 -3 -11%
DAM
614
Delta Asset Management
Tennessee
$2.4K +$2.4K +23 New
JWM
615
Janiczek Wealth Management
Colorado
$2.39K – – –
CWP
616
Concord Wealth Partners
Virginia
$1.36K +$1.36K +13 New
RA
617
Rise Advisors
New York
$1.27K – – –
LC
618
Lindbrook Capital
California
$1.15K -$5.96K -57 -84%
BAAM
619
Baker Avenue Asset Management
California
$1.15K +$1.15K +11 New
GWM
620
Guardian Wealth Management
Illinois
$1.08K – – –
MYAM
621
Meiji Yasuda Asset Management
Japan
$1.07K -$234 -2,240 -18%
AAP
622
Arax Advisory Partners
Colorado
$1.05K – – –
GFWA
623
Grey Fox Wealth Advisors
Delaware
$1.05K +$1.05K +10 New
HGERS
624
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
ST
625
Sageworth Trust
Pennsylvania
$1K +$1K +6 New
23 24
25
26 27