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Bowman Consulting
BWMN

72 hedge funds and large institutions have $194M invested in Bowman Consulting in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

1.31% more ownership

Funds ownership: 46.12% → 47.42% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 77 → 72 (-5)

7% less capital invested

Capital invested by funds: $208M → $194M (-$14.3M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
28
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.5M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.29M
3
SAM
Silvercrest Asset Management
New York
+$2.81M
4
SCA
Summit Creek Advisors
Minnesota
+$2.35M
5
OFP
OLIO Financial Planning
Virginia
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.7M
2
PM
Pembroke Management
Quebec, Canada
-$2.17M
3
EI
EAM Investors
California
-$1.93M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.84M
5
Invesco
Invesco
Georgia
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
26
Millrace Asset Group
Pennsylvania
$948K +$306K +10,055 +42%
Charles Schwab
27
Charles Schwab
California
$775K +$36.1K +1,186 +4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$754K +$13.5K +442 +2%
N
29
Nuveen
North Carolina
$714K – – –
AAS
30
Ameritas Advisory Services
Nebraska
$693K -$584K -19,162 -43%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$629K +$398K +13,066 +140%
Morgan Stanley
32
Morgan Stanley
New York
$594K -$1.55M -50,868 -71%
Invesco
33
Invesco
Georgia
$575K -$1.83M -59,962 -75%
QC
34
Quadrature Capital
United Kingdom
$570K -$636K -20,888 -51%
AA
35
Ancora Advisors
Ohio
$461K -$51.5K -1,690 -9%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$437K -$2.7M -88,552 -85%
VNA
37
Valley National Advisers
Pennsylvania
$431K – – –
BFM
38
Boothbay Fund Management
New York
$422K +$458K +15,046 New
NA
39
Navellier & Associates
Nevada
$406K +$88.8K +2,915 +25%
Boston Partners
40
Boston Partners
Massachusetts
$401K +$71.8K +2,357 +20%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$370K – – –
JF
42
Jump Financial
Illinois
$362K +$27.4K +900 +8%
JP Morgan Chase
43
JP Morgan Chase
New York
$354K +$148K +4,850 +62%
Bank of America
44
Bank of America
North Carolina
$338K +$117K +3,849 +47%
Stifel Financial
45
Stifel Financial
Missouri
$337K +$117K +3,830 +47%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$292K +$20.1K +659 +7%
MFIM
47
Mesirow Financial Investment Management
Illinois
$288K – – –
OQS
48
Occudo Quantitative Strategies
Florida
$267K +$36.2K +1,187 +14%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$215K +$234K +7,668 New
KAS
50
Kestra Advisory Services
Texas
$208K +$226K +7,410 New
1
2
3 4

BWMN Hedge Fund Activity: Q3 2023 in Review

72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bowman Consulting (BWMN) for Q3 2023, worth a combined $194M — down 6.8% from $208M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BWMN and 8 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was Fidelity Investments, adding an estimated $13.5M. The largest seller was Acadian Asset Management, cutting an estimated $2.7M.

  • 72 institutional investors held Bowman Consulting (BWMN) as of Q3 2023, down from 77 in Q2 2023.
  • Funds reported $194M of Bowman Consulting stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 8 funds opened new Bowman Consulting positions in Q3 2023 and 13 closed out, a net change of -5 holders.
  • The largest Bowman Consulting buyer in Q3 2023 was Fidelity Investments, an estimated $13.5M added.
  • The largest Bowman Consulting seller in Q3 2023 was Acadian Asset Management, an estimated $2.7M sold.

Based on aggregated 13F filings for Q3 2023.