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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 %
HFM
651
Harvest Fund Management
China
– -$290K -2,775 Closed
Assenagon Asset Management
652
Assenagon Asset Management
Luxembourg
– -$255K -2,444 Closed
CCM
653
Compton Capital Management
Rhode Island
– -$253K -2,420 Closed
BCM
654
Brookstone Capital Management
Illinois
– -$249K -2,418 Closed
CT
655
Chicago Trust
Illinois
– -$243K -2,332 Closed
GC
656
Gilbert & Cook
Iowa
– -$240K -2,296 Closed
XSC
657
X-Square Capital
Puerto Rico
– -$240K -2,295 Closed
BWM
658
Baron Wealth Management
Michigan
– -$227K -2,175 Closed
LA
659
Legacy Advisors
Pennsylvania
– -$219K -2,095 Closed
MGIM
660
M&G Investment Management
United Kingdom
– -$218K -2,076 Closed
FHA
661
Flagship Harbor Advisors
Massachusetts
– -$215K -2,056 Closed
WAG
662
Wallace Advisory Group
California
– -$208K -1,994 Closed
KCM
663
Kathmere Capital Management
Pennsylvania
– -$203K -1,942 Closed
FC
664
Forte Capital
New York
– -$202K -1,932 Closed
PCA
665
Peddock Capital Advisors
Massachusetts
– -$201K -1,920 Closed
SIM
666
Sentry Investment Management
Wisconsin
– -$196K -1,880 Closed
USCWA
667
U.S. Capital Wealth Advisors
Texas
– -$173K -1,660 Closed
SG Americas Securities
668
SG Americas Securities
New York
– -$140K -1,341 Closed
CS
669
Comerica Securities
Michigan
– -$128K -1,220 Closed
MCC
670
Money Concepts Capital
Florida
– -$123K -1,174 Closed
AS
671
Altshuler Shaham
Israel
– -$101K -962 Closed
OWA
672
One Wealth Advisors
California
– -$89.1K -852 Closed
ZIG
673
Zullo Investment Group
Pennsylvania
– -$44.7K -427 Closed
Simplex Trading
674
Simplex Trading
Illinois
– -$33K -317 Closed
AWM
675
Accurate Wealth Management
Florida
– -$13.6K -140 Closed
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