Booz Allen Hamilton
616 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, 241 increasing their positions, 225 reducing their positions, and 74 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 225
7% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 74
10% less call options, than puts
Call options by funds: $6.72M | Put options by funds: $7.43M
1.48% less ownership
Funds ownership: 92.11% → 90.62% (-1.5%)
3% less funds holding
Funds holding: 634 → 616 (-18)
11% less capital invested
Capital invested by funds: $12.5B → $11.1B (-$1.39B)
44% less funds holding in top 10
Funds holding in top 10: 16 → 9 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$136M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$84.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$84.5M |
| 4 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
+$78.9M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$153M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$106M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$85.9M |
| 4 |
JP Morgan Chase
New York
|
-$79.8M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$55.3M |
BAH Hedge Fund Activity: Q1 2023 in Review
616 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2023, worth a combined $11.1B — down 11% from $12.5B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of BAH and 69 opened new positions — a net loss of 5 holders — while 225 trimmed existing stakes and 241 added.
The largest buyer was WCM Investment Management, adding an estimated $136M. The largest seller was VOYA Investment Management, cutting an estimated $153M.
- 616 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2023, down from 634 in Q4 2022.
- Funds reported $11.1B of Booz Allen Hamilton stock for Q1 2023, down 11% quarter-over-quarter.
- 69 funds opened new Booz Allen Hamilton positions in Q1 2023 and 74 closed out, a net change of -5 holders.
- The largest Booz Allen Hamilton buyer in Q1 2023 was WCM Investment Management, an estimated $136M added.
- The largest Booz Allen Hamilton seller in Q1 2023 was VOYA Investment Management, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2023.